Recipes / Partner intros for open deals: find the best-placed partner and draft the ask

Partner intros for open deals: find the best-placed partner and draft the ask

Crossbeam + HubSpot

IntermediateAEsSales leaders

Who it's for

AEs and sales leaders who want to know which partner already works with an account in their open pipeline, and want a short intro request ready to send. HubSpot can be swapped for Salesforce, Attio or Pipedrive. Crossbeam is the only listed server with account overlaps.

What you get

Intro requests for two open deals (text only, nothing sent). Sample output: every company and person in it is fictional.

Deal: Fernhill Software (fictional), $36K, Proposal, owner Alex Rivera
Best-placed partner: Brightwell Consulting (fictional). Fernhill is their customer, and they share a contact: Dana Okafor, Head of RevOps.
Why them: customer overlap plus a shared contact on the buying team. Second option: Tallow Systems (fictional), prospect overlap only.

Draft intro request (to your contact at Brightwell):
Hi Morgan, we're in a proposal with Fernhill Software for our forecasting product. I see they're a customer of yours and that you work with Dana Okafor. Would you be open to a quick intro, or to sharing how they run their pipeline review? Happy to return the favor on any of your open deals.

---
Deal: Larkspur Freightworks (fictional), $18K, Discovery, owner Jordan
Best-placed partner: none. Crossbeam shows no partner overlap for this account.

Run summary: 10 open deals read, 6 with at least one partner overlap, 4 drafts written. No records were changed and nothing was sent.

Time and cost

Estimate About 15 minutes for 10 deals, most of it choosing which asks to send.

Assumptions: One run over about 10 open deals for one AE.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • Crossbeam: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • HubSpot: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "crossbeam": {
      "url": "https://mcp.crossbeam.com/mcp"
    },
    "hubspot": {
      "url": "https://mcp.hubspot.com"
    }
  }
}

Step-by-step prompts

  1. Find my open HubSpot deals {owned by me or in pipeline}. Show me a table with company, website domain, amount, stage and close date, sorted by amount. Don't change anything.
  2. For the top {number} deals, use Crossbeam to find account overlaps and partner recommendations for each account. Tell me how many Crossbeam requests that will be before you run them.
  3. For each deal, pick the best-placed partner and explain why: overlap type, any partner-shared contacts, and a second option if there is one. Say 'no overlap' where there isn't one.
  4. For each deal with a partner, draft a short intro request to my contact at that partner. Give me the text only. Leave out amounts, stages and internal notes.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download partner-intros-open-deals.md

Vendor sites: HubSpot. If we join an affiliate program, these links will be labeled as affiliate links.