Case Study: Crossbeam achieves automated personalized outreach and saves time & money with Census

How Crossbeam upgraded from a fragile Zapier hack to a product that does it all

Crossbeam, a SaaS company that helps customers map partner accounts, was running a fragile, Zapier-based reverse-ETL hack that required many hours of maintenance each month and incurred thousands of dollars in Zapier fees. To replace that brittle setup they turned to Census for a production-grade reverse-ETL solution.

Census implemented reliable data syncs from Snowflake, Redshift and Google Sheets to tools like Intercom, Salesforce, HubSpot and Google Sheets, enabling automated personalized messaging, targeted sales outreach and identification of upsell opportunities. With Census, Crossbeam saved hours per week on maintenance, cut Zapier costs by thousands per year, rolled out integration-driven user messages that suggest specific integrations, and helped Sales prioritize higher-value prospects with tailored offers.

Crossbeam

Matt Nicosia

Director of Growth