Marketing
Crossbeam
4min
With Crossbeam modules in Make, you can manage the records, overlaps, partners, and populations in your Crossbeam account.
To use the Crossbeam modules, you must have a Crossbeam account. You can create an account at https://app.crossbeam.com/register.
Refer to the Crossbeam API documentation for a list of available endpoints.
To establish the connection in Make:
- Log in to your Make account, add a Crossbeam module to your Make, and click Create a connection.
- Optional: In the Connection name field, enter a name for the connection.
- Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to the Crossbeam developer documentation under the section called Create an Application.If requested, use the following Redirect URI when creating your custom app: https://www.make.com/oauth/cb/crossbeam.
- Click Save.
- If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your Make and add more Crossbeam modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions: