Crossbeam and Looker integrations and automations

Do everything in one place

Customize your Crossbeam and Looker integration with the following triggers and actions.

Triggers

When this happens…

Looker
  • New record
    New record in Looker

    • Any other trigger you can think up

Actions

Do this…

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

Looker
  • Create a record
    Create record in Looker
  • Custom action
    Custom action in Looker
  • Delete a record
    Delete record in Looker
  • Get record
    Get record by ID in Looker
  • Download look(report)
    Download look(report) in Looker
  • Search records
    Search records in Looker
  • Update record
    Update record in Looker

    • Any other action you can think up

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