With Crunchbase’s Salesforce Integration, you can seamlessly sync the accounts you find in Crunchbase directly to your CRM.
*Please note that the Salesforce integration is available for Crunchbase Business customers. If you're managing or supporting a large sales team, try our Data Enrichment solution that includes Salesforce integration for Business.
Get Connected
Learn how to connect your Crunchbase account to your Salesforce account:
Connecting to the Salesforce Integration
Create Account Records in Salesforce
Once connected, you can start creating account records in Salesforce from Crunchbase the following ways:
Crunchbase Organization profile pages (Company, Investment Firm, School)
In Search
Saved Lists or Saved Searches in My Dashboard
You may select up to 25 accounts to push to Salesforce at once. By clicking Push or clicking the Salesforce logo, an account record will be created in your Salesforce, containing the following data fields:
Company Name
Company Website
Short Description
*If you want to enrich your Salesforce experience with automatic updates and additional firmographic & financial data (40+ data fields), talk to our Sales team!
Push Contact Data to Salesforce
Push qualified contact data from Crunchbase directly to Salesforce the following ways:
Search
Start a contact search, then select the Salesforce icon.
You will be asked whether you’d like to push the contact as a Lead or a Contact. This selection will automatically become the default for your convenience, although you can always update these settings.
Want to push over more than 1 contact at a time? Use the checkboxes on the left to select and push up to 10 accounts.
How to Bulk Unlock/Push Contacts
Company profiles
Navigate to the People & Contacts section through the left-hand navigation. Scroll down to the Contacts section.
Simply click the Salesforce icon to push the contact to Salesforce.
Data fields included when pushing contacts as Contacts:
- Salesforce OwnerID of the pusher
- Last Name of the contact
- Email (If available)
- Phone (If available)
- FirstName (If available)
- LastName (If available)
- Title (If available)
- Department (If available)
- LeadSource = Crunchbase (If available)
Data fields included when pushing contacts as Leads:
- OwnerID
- Last Name
- Company
- Lead Status = Open - Not Contacted
- First Name
- Title (If available)
- Phone (If available)
- Email (If available)
- Website (If available)
- Description (company description)
- LeadSource = Crunchbase (If available)
- Permalink (Available for Salesforce Enrichment)
Avoid Duplicated Efforts
If the organization is already in your individual Salesforce account, it will display the owner of the account.
You’ll see this in search…
….and on Organization profile pages.
Access the corresponding Salesforce account record by clicking the In CRM icon.
Find your CRM accounts in Crunchbase
If you’re looking for accounts that you’ve pushed into Salesforce from Crunchbase, you can view them in the Lists section of My Dashboard.
Remember; all records that you push to Salesforce from Crunchbase will automatically be added to this My CRM list.
View Matched Records
If you're interested in viewing how many matched records you have, you can find the details in the Integrations section of your account settings.
Keep in mind, this integration will match on Account 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.
We do respect any validation rules set up within your Salesforce account.
If you are interested in fully enriching your Salesforce experience with automatic updates and full integration, talk to our Sales team!