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 kickoff

How 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 own

  • When the buyer names a tool they already use on a Gong call

    Check Crossbeam for whether that company is a partner who shares the account, and add it to the gameplan

    WorkingGameplan updatedRuns on its own

  • Every 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 own

  • A 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.
CrossbeamExample settings
  • 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

  1. In Arrows, open Connectors, then Marketplace, and choose Crossbeam.
  2. Click Connect and sign in to Crossbeam.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.
Agent kickoff

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 kickoff

What 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