Connecting to Salesforce

Article author
Sophie Chitsaz
  • Updated

In order to start saving to your Salesforce account, make sure you're logged in with your Crunchbase account.

After logging in, navigate to the 'Account Settings' page: https://www.crunchbase.com/account 

From the left navigation, select 'Integrations'.

Then click ‘Connect to Salesforce CRM

Connect_to_CRM.png

The screenshot in this article was taken from a Crunchbase Pro (Owner) user account. Screens may vary depending on your subscription, however, the steps will be the same.

Note, synchronization will take a few minutes to complete. Once it's completed you can start saving to your individual account! 

Keep in mind, when connecting your Salesforce account be sure you are using a Salesforce edition that provides API access. For more information on connection requirements, click here

For step by step instructions on how to setup Crunchbase with your Salesforce account click here!

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