You’ll need active accounts on both Crossbeam and PartnerStack. Once your CRM is connected to Crossbeam, you can begin identifying overlapping accounts and referring leads directly into PartnerStack from any Crossbeam report.

The lead is automatically assigned to the relevant partner in PartnerStack and tracked through every stage of the sales cycle. You’ll have real-time visibility into deal progress, and your partner will be notified when the lead is received.

Yes. Crossbeam connects to your CRM, including Salesforce and HubSpot, to map your pipeline data against your partners’. Referred leads then flow into PartnerStack alongside your existing program data.

PartnerStack calculates payouts automatically based on the reward rules you set in your program, such as a percentage of revenue or a flat fee per deal. When a referred deal closes, the payout is calculated and made available to your partner without any manual work.

Yes. Crossbeam is designed so that you control exactly what data is shared with partners. You never expose your full pipeline. Partners only see the overlapping accounts you choose to surface, and Crossbeam maintains SOC 2 compliance and multiple security certifications to protect your data.

Yes. The integration requires an active Crossbeam account to surface account overlaps and refer leads. If you’re already a PartnerStack customer and want to add account mapping to your workflow, book a demo to see how the two platforms work together.

Absolutely. You don’t need a large partner ecosystem to get value from account mapping. Start by connecting one or two partners in Crossbeam, identifying your highest-overlap accounts and referring your first leads into PartnerStack. The integration is designed to grow with your program.