Resources · Make integration

Crossbeam Make integrationAutomate Crossbeam with Make.

Can Make read your Crossbeam partner data for you? Yes. The Crossbeam Make integration gives you 12 modules, 5 actions and 7 searches, built for partner and sales ops teams. Below: how to connect your account, then a first scenario you can test.

Try the Crossbeam integration on MakeSee the 12 modules

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What you can automate

What can the Crossbeam Make integration do for you?

The Crossbeam Make integration links your Crossbeam account to Make, a no-code tool where you build a scenario: the automation itself, a chain of bricks called modules. Crossbeam has no trigger in Make, so each scenario starts from another app or from a schedule, then reads partners, populations, records or overlaps.

An overlap check on every new deal. When a deal shows up in your CRM, Search Overlaps pulls the matching overlaps from Crossbeam and hands them to the next module, for instance a message to the account owner.

A partner list that stays current. List Partners returns each partner as a bundle (one item passed from a module to the next), and Get a Partner fills in the details for a sheet or a database table.

Segments side by side. List Populations and List Partner Populations put your own populations next to the ones your partners share, which helps before planning a joint campaign.

What Make does not offer here: no Crossbeam module watches for changes, and the ready-made modules all retrieve data. For anything else, Make an API Call reaches the rest of the Crossbeam API. The Make documentation page for Crossbeam also states that it is AI-generated, so double-check anything important. The same app often exists as an n8n node too; n8n vs Make sets the two tools side by side. To get comfortable with the editor, see Make training, and for plan limits, Make pricing.

Connect

How do you connect Crossbeam to Make?

  1. 01

    Open a Crossbeam module

    In your scenario, add any Crossbeam module and click Create a connection. The connection is your Crossbeam account linked to Make once, then reused by every Crossbeam module you add later.

  2. 02

    Name the connection

    The Connection name field is optional. A clear name still pays off: if you ever link a second Crossbeam account, you pick the right one from the list without guessing.

  3. 03

    Enter your credentials

    Paste the credentials you copied from Crossbeam, or follow the on-screen instructions. You need an active Crossbeam account and an API key. The advanced setup asks for an OAuth2 Client ID and Client secret instead.

First scenario

Build your first scenario with Crossbeam

GoalWhen a new deal lands in your CRM, Make searches Crossbeam for the matching records.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the + to add the first module. Crossbeam has no trigger, so this first module comes from your CRM.

  2. 02

    Set up the starting module

    Search your CRM by name, pick the module that picks up new deals and connect that account. Each new deal becomes one bundle, the item that travels to the next module.

  3. 03

    Add Search Records

    Click the + on the right of the CRM module, search for Crossbeam and choose Search Records. If this is your first Crossbeam module, create the connection now.

  4. 04

    Map the deal into the criteria

    Fill the criteria Make shows once the connection exists, and map values from the deal received from the previous module. No need to type them: click the value and Make inserts it.

  5. 05

    Test with Run once

    Click Run once. Make runs the scenario one time and shows the bundles each module received, so you see which records came back. Each module run on a bundle counts as one operation.

  6. 06

    Schedule and switch on

    Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. On the Free plan, 15 minutes is also the shortest interval allowed.

Modules

What each Crossbeam module does

Crossbeam gives you 12 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Crossbeam1

Get a Partner

Action

In Make“Retrieves the details of a partner by their ID.”

Returns the full details of one partner from its ID, as a single bundle you can map into the next module. Handy when a partner name alone tells you too little.

When to use it
right after List Partners, to enrich one partner before you write it to a sheet or a CRM.
Watch out
the module works from an ID only; without one, run List Partners first.
Crossbeam2

Get a Partner Population

Action

In Make“Retrieves the details of a population from partners by their ID.”

Opens one population that a partner shares with you, found by its ID, so you can read what that segment holds before acting on it.

When to use it
when List Partner Populations gave you several segments and only one matters for a joint campaign.
Watch out
it reads a partner's population, not yours; for your own segments, pick Get a Population.
Crossbeam3

Get a Population

Action

In Make“Retrieves the details of a population by their ID.”

Gives you the details of one of your own populations, looked up by ID and delivered as one bundle for the next step.

When to use it
when a scenario always works on the same segment, say the segment your team tracks most closely, and you want its current details on every run.
Watch out
keep the ID at hand; List Populations shows which IDs exist in your account.
Crossbeam4

Get a Record

Action

In Make“Retrieves the details of a record by its ID.”

Fetches a single Crossbeam record by its ID, so exactly one record lands in your scenario with its details, and nothing else comes along.

When to use it
after Search Records narrowed things down, to read the one record you plan to act on.
Watch out
map the ID from a previous module; typing one by hand only makes sense for a quick test.
Crossbeam5

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Covers what the 11 other modules leave out: from your scenario, you call any endpoint of the Crossbeam API, with the connection you already set up.

When to use it
when you need data or a change that none of the ready-made modules offers.
Watch out
you write the request yourself, so keep the Crossbeam API reference open; only the authorization is handled for you.
Crossbeam6

List Overlaps

Search

In Make“Retrieves all overlaps.”

Brings back every overlap Crossbeam holds for you, one bundle per overlap, so the modules after it can handle them one at a time.

When to use it
for a full export into a sheet or a dashboard, when you want the whole picture rather than one account.
Watch out
every bundle costs operations in the modules that follow; if you only need some overlaps, Search Overlaps keeps the count lower.
Crossbeam7

List Partner Populations

Search

In Make“Retrieves a list of all populations from partners.”

Collects all the populations your partners share with you, each as its own bundle, which gives you the IDs for the next step.

When to use it
to see which partner segments exist before zooming in on one with Get a Partner Population.
Watch out
a search can come back empty, so read what Run once returns before you map anything downstream.
Crossbeam8

List Partners

Search

In Make“Retrieves a list of partners.”

Lists your Crossbeam partners, one bundle each, and hands your scenario the partner IDs that the Get modules ask for.

When to use it
at the start of a scenario that goes through partners one by one, for example to refresh a partner table in your database.
Watch out
when a detail you need is missing from a bundle, add Get a Partner after it rather than a second list.
Crossbeam9

List Populations

Search

In Make“Retrieves a list of all populations.”

Returns all of your own populations in Crossbeam, so you can store them with their IDs or choose which one a scenario should follow.

When to use it
when you set up a new scenario and need to find the right segment before using Get a Population.
Watch out
it covers your segments only; the ones partners share come from List Partner Populations.
Crossbeam10

List Records

Search

In Make“Retrieves a list of all records.”

Pulls every record from your Crossbeam account into the scenario, one bundle per record, ready to be written somewhere else.

When to use it
for a first full copy of your records into another tool, before you switch to targeted searches.
Watch out
each record turns into operations for the modules that follow; Search Records keeps the volume under control.
Crossbeam11

Search Overlaps

Search

In Make“Retrieves a list of overlaps filtered by criteria.”

Finds only the overlaps that match the criteria you set, so your scenario deals with a short list instead of the whole set.

When to use it
when an event in another app, such as a new deal in your CRM, calls for the overlaps tied to that situation.
Watch out
zero, one or several bundles can come back, so check the output of Run once before you map anything.
Crossbeam12

Search Records

Search

In Make“Retrieves a list of records filtered by criteria.”

Looks up the Crossbeam records that meet your criteria and passes along only those, which keeps the rest of the scenario focused.

When to use it
when a scenario starts from a form entry or a CRM deal and you need the matching Crossbeam record.
Watch out
if several records match, each one continues as its own bundle; add Get a Record only when you need a single one.
Need help

Need help automating Crossbeam with Make?

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FAQ

Crossbeam and Make: common questions

01Is the Crossbeam Make integration free?
Yes, on the Make side. Crossbeam is a standard app, available from the Free plan. That plan allows 2 active scenarios, runs them 15 minutes apart at the shortest, stops each run after 5 minutes, and caps files at 5 MB and data transfer at 512 MB. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, lift the cap on active scenarios and allow 40 minutes per run. Usage is counted in credits per month. Your Crossbeam subscription is a separate matter.
02What do you need to connect Crossbeam to Make?
An active Crossbeam account and an API key. In any Crossbeam module, click Create a connection, give it a name if you like, then enter the credentials copied from Crossbeam or follow the on-screen steps. For the OAuth2 setup, create an integration in Crossbeam under Data, then Integrations, enter the callback URI that Make documents, and copy the Client ID and Client secret it displays. That single connection then serves all 12 Crossbeam modules.
03Does Crossbeam start a Make scenario in real time?
No. Crossbeam has no trigger module in Make, neither scheduled nor instant, so nothing in Crossbeam can launch a scenario by itself. You start it another way: with the schedule on the first module, every 15 minutes by default and never more often on the Free plan, or with a trigger from another app, such as your CRM or a form tool. The Crossbeam modules then come second and read the partners, records or overlaps the scenario needs.
04What if a Crossbeam module is missing in Make?
Use Make an API Call. It reaches any endpoint of the Crossbeam API from your scenario, with the connection you already created, so you are not limited to the 5 actions and 7 searches on the list. You do write the request yourself. Keep in mind that the Make documentation page for Crossbeam says its content is AI-generated and may contain mistakes, so for anything critical, confirm the details with Crossbeam directly.
05Should you use Make or n8n for Crossbeam?
It depends on what each tool gives you for this app. On Make, Crossbeam comes with 12 ready modules plus Make an API Call, all running on one connection. The same app often has an n8n node as well, so look at what that node covers before choosing. Compare both against the data you actually need, whether partners, populations, records or overlaps, and build one small scenario to test it before you commit your team to either tool.
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