To get the App working, we need to establish a connection to Crunchbase and define a few settings. To do this, find the Install Wizard tab either in the Lightning or Classic view. Then follow these instructions to complete the following:
- Connect - Use the API key that was provided to you with your Crunchbase Enterprise subscription to connect to Crunchbase.
- Enhance - Define the mappings from Crunchbase attributes to fields on the Lead and/or Account pages. When new data is retrieved, it will override the values in the target fields for those objects.
- Schedule - Schedule the enrichment job to regularly update Crunchbase attributes. These steps are required for the application to function correctly.