Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Crossbeam integration
Know when a visitor is already a partner's customer, using Crossbeam overlap data.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Crossbeam
Recognize a shared account
Crossbeam shows that the visitor's company is already a partner's customer, so the conversation can start from the setup they have rather than a blank page.
Pass the co-sell on
An overlap flagged by Crossbeam during a live chat can be sent to the partner manager while there is still a conversation to join.
Answer for the real stack
Knowing which partner products an account uses means the answer names the right integration path instead of listing every option.
Share nothing you should not
Crossbeam only reveals the overlap both sides agreed to, so a chat can use the fact of a shared account without exposing anyone's customer list.
Overview
Crossbeam compares your accounts with your partners' accounts without either side handing over a list. That overlap is useful the moment somebody from one of those accounts starts a conversation. Connected to Tidio through Zapier or the Tidio API, the chat shows that a visitor is a partner's customer, so the reply can mention the integration they already use, and a co-sell signal reaches the right person while the conversation is open.
Key features
- Spot a partner's customer with Crossbeam overlap attached to the conversation
- Answer with the stack in mind so the reply fits the tools that account already runs
- Raise co-sell signals live while the account is talking to you rather than next quarter
- Keep partner data private since Crossbeam shares overlap, not the underlying records
Crossbeam
CRM
Tags
CRM
Contact Sync
How it works
Connect Crossbeam in minutes
1
Connect Tidio and Crossbeam
Link them with Zapier or the Tidio API so a domain seen in a conversation can be checked against Crossbeam overlap data.
2
Choose what agents see
Decide which Crossbeam populations and partner names reach the chat and which are for internal routing only.
3
Act while it is open
The overlap is on screen during the conversation, and co-sell signals go out the same day.
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Frequently asked questions
Common questions about the Crossbeam integration
What does Crossbeam actually reveal?
Only the overlap your partners have agreed to share, such as whether an account is a customer or a prospect on their side. The underlying records stay with each company.
Who sees the partner information?
Whoever you choose. Many teams keep partner names internal and use the overlap only for routing, while agents see a simple flag that this is a shared account.
Is the Crossbeam integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Crossbeam integration.