Connect Crossbeam to Cowork
Access ecosystem intelligence, partner overlap data, and co-selling opportunities.
What Cowork can do with Crossbeam
✓View partner account overlaps
✓Access ecosystem-qualified leads
✓Analyze partnership performance metrics
✓Identify co-selling opportunities
How to connect
1
Open Cowork settings
Navigate to Settings → Connectors in Claude Desktop or claude.ai.
2
Find Crossbeam
Search for Crossbeam in the directory or browse Sales & Marketing connectors.
3
Authorize access
Review the requested permissions and approve the connection.
4
Start using it
Ask Claude to work with your Crossbeam data in any conversation.
Default permissions
- • Read partner overlap data
- • View account mappings
- • Access shared reports
Frequently asked questions
What you need to know about connecting Crossbeam to Claude Cowork.
- What can Claude Cowork do with Crossbeam?
- Once connected, Claude can access ecosystem intelligence, partner overlap data, and co-selling opportunities, then turn the results into summaries, reports, and finished work.
- Is the Crossbeam connector free in Claude Cowork?
- The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own Crossbeam account, and standard Crossbeam pricing still applies.
- What permissions does Claude need for Crossbeam?
- You authorize access through Crossbeam's standard connection flow and choose what Claude can read and write. You can revoke access at any time from your Crossbeam settings.
- How do I connect Crossbeam to Claude Cowork?
- Open Claude Settings, go to Connectors, find Crossbeam, authorize the connection, and start using Crossbeam in any Cowork conversation.
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