Connect Crossbeam to Cowork
Access ecosystem intelligence, partner overlap data, and co-selling opportunities.
What Cowork can do with Crossbeam
✓View partner account overlaps
✓Access ecosystem-qualified leads
✓Analyze partnership performance metrics
✓Identify co-selling opportunities
How to connect
1
Open Cowork settings
Navigate to Settings → Connectors in Claude Desktop or claude.ai.
2
Find Crossbeam
Search for Crossbeam in the directory or browse Sales & Marketing connectors.
3
Authorize access
Review the requested permissions and approve the connection.
4
Start using it
Ask Claude to work with your Crossbeam data in any conversation.
Default permissions
- • Read partner overlap data
- • View account mappings
- • Access shared reports