
MCP connector · Sales intelligence
Find the Crossbeam partner who can help close each deal
Arrows uses Crossbeam to see which of your partners already work with an account in your pipeline. Agents check account overlaps and partner signals, then suggest the partner who can make an intro or vouch for you. It reads only; nothing changes in Crossbeam.
Book an agent kickoffHow Arrows works with Crossbeam
When a first call with a new account is on
Google Calendar for tomorrow
Check
Crossbeam for partners who already work with the account, and add them to the pre-call brief
WorkingBrief readyRuns on its ownWhen the buyer names a tool they already use on a
Gong callCheck
Crossbeam for whether that company is a partner who shares the account, and add it to the gameplan
WorkingGameplan updatedRuns on its ownEvery Monday, for each deal stuck in one stage for 30 days
Check
Crossbeam for partners who share the account, and suggest one to ask for an intro
WorkingIntro suggestedRuns on its ownA rep asks Arrows which partner can help close a deal
Read partner suggestions and signals for the account in
Crossbeam and recommend the best fit
WorkingAnswer readyRuns on its own
You decide what runs on its own
Every Crossbeam action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.
- Allow Arrows does the work and logs the activity on the deal.
- Ask first Arrows finishes the work, then waits for a rep to approve.
- Off Arrows stays out of that tool.
- Read account overlaps
- Find partners
- Read partner suggestions and signals
- Read populations and tags
- Read the partner leaderboard
- Search Crossbeam guides and help
How Arrows connects to Crossbeam
- In Arrows, open Connectors, then Marketplace, and choose Crossbeam.
- Click Connect and sign in to Crossbeam.
- Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.
Every tool. Every deal. No prompts.
An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.
Book an agent kickoffWhat happens on your agent kickoff:
We learn how your team works its deals today
We build your playbook from how your team already sells
We connect your CRM, email, calendar and call recorder
Agents start working your open deals, often on the same call