The Salesforce Integration with Crunchbase is free for registered users and pushes organization name, domain, and short description to your Salesforce account. This feature is something we’re slowly rolling out to users so if you don’t have access to it yet, you can join our waitlist to get notified when it becomes available!
If you have access, you can learn how to connect your Crunchbase account to your Salesforce account here!
After you connected, you can start creating account records in Salesforce from Crunchbase the following ways:
- From a Crunchbase organization profile page (Company, Investment Firm, School)
- From Advanced Search or Query Builder
- From saved lists or saved searches
By clicking ‘Save to CRM’ from the profile or clicking the Salesforce logo in advanced search, an account record will be created in your Salesforce (containing Company Name, Company Website, and Short Description).
If the organization is already in your individual Salesforce account, it will display as ‘In CRM’ - this status will appear on profiles and next to company names in advanced search.
You can access the corresponding Salesforce account record by clicking the ‘In CRM’ icon:
If you're interested in viewing how many matched records you have, you can find the details by navigating to Account (located at the top right corner of your screen) > Account Settings then click Sync Details:
Keep in mind, this integration will match on ‘Accounts’ only. In order for accounts in your CRM to match the Name and Domain on the account, the record must match what we have in Crunchbase. Additionally, we do respect any validation rules setup within your Salesforce account.
If you have any additional questions, feel free to reach out to email@example.com - our team will be happy to help!