Crossbeam
 | Crossbeam is a partner ecosystem platform that enables businesses to securely share and analyze data with partners. Integrating Crossbeam with Make.com allows users to automate partner data syncing, trigger workflows based on partner overlaps, and streamline account mapping processes. |
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This is AI-generated content based on official Crossbeam documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Crossbeam directly.
Requirements
To use the Crossbeam app in Make, you must have an active Crossbeam account and an API key, create your account on Crossbeam. For subscription, refer to the Crossbeam pricing page.
Connect Crossbeam and Make
To get started, you must first create a connection between Crossbeam and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your Crossbeam account
Create the connection in Make.
Obtain your OAuth2 credentials in your Crossbeam account
Before you create the connection in Make, you should first obtain your OAuth2 credentials in your Crossbeam account.
To obtain your OAuth2 credentials :
Navigate to Data in the left navigation bar.
Click Integrations.
Click Create Integration.
Enter the callback URI: https://www.integromat.com/oauth/cb/crossbeam.
Copy the Client ID displayed in the modal.
Copy the Client secret displayed in the modal.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Crossbeam module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Crossbeam account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Crossbeam modules
After connecting to the Crossbeam app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Crossbeam resources
You can have access to more resources related to this app on the following links