Crossbeam (Preview)
Use Crossbeam in Microsoft Copilot for Sales to expand and accelerate your deals. Get intelligent recommendations and ecosystem insights on key people and companies in your network.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Crossbeam |
| support@crossbeam.com |
| Connector Metadata | |
|---|---|
| Publisher | Crossbeam |
| Website | https://crossbeam.com |
| Privacy policy | https://www.crossbeam.com/legal/privacy-policy/ |
| Categories | Productivity;Sales and CRM |
Crossbeam | Microsoft Copilot for Sales Connector
Where AI meets Ecosystem Intelligence
With Microsoft Copilot for Sales and Crossbeam, reps can leverage ecosystem insights right from their existing workflow to enhance decision-making, accelerate deal cycles, and increase deal sizes.
Prerequisites
You will need the following to proceed:
- A Crossbeam account
- An Outlook account
- A Microsoft Copilot for Sales license
- Salesforce or Dynamics 365 connected to Crossbeam and Microsoft Copilot for Sales
Must have license to Microsoft Copilot for Sales Must be a Microsoft Outlook customer Must be a Dynamics 365 or Salesforce CRM customer with one of these data sources connected to Crossbeam Must have a Full Access seat or CB4S seat to use
Sales Insights in your inbox
Install this connector for your workspace and your team will be able to get ecosystem insights from Crossbeam right alongside their emails using their Crossbeam login.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Get related sales highlights |
This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales. |
Get related sales highlights
This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of copilot for sales.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Record Type
|
recordType | True | string |
This input identifies the record type in CRM for which key sales info is requested. |
|
Record ID
|
recordId | True | string |
This input provides the unique identifier of the CRM record for which key sales info is requested. |
|
CRM Type
|
crmType | string |
This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested. |
|
|
CRM Org URL
|
crmOrgUrl | string |
This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested. |
|
|
Top
|
top | integer |
This input indicates the number of sales highlights to fetch. |
|
|
Skip
|
skip | integer |
This input indicates the number of items to skip when fetching sales highlights. |
Returns
Definitions
SalesHighlight
| Name | Path | Type | Description |
|---|---|---|---|
|
title
|
title | string |
This output indicates the title of citation card for the insight. |
|
description
|
description | string |
This output indicates the text of the insight to be included in key sales info. |
|
dateTime
|
dateTime | date-time |
This output indicates the time associated with the insight. |
|
url
|
url | string |
This output indicates the URL to learn more about the insight. |
|
additionalProperties
|
additionalProperties | object |
This output indicates additional properties as name-value pairs of each related insight returned by the action. |
SalesHighlightListResponseEnvelope
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of SalesHighlight | |
|
hasMoreResults
|
hasMoreResults | boolean |
This indicates whether there are more results to be fetched in subsequent calls |