Introducing the new Crunchbase Salesforce integration. Now you can sync the accounts you find in Crunchbase directly to your CRM, and even see which accounts are already there. You can also get Crunchbase funding alerts on all the accounts you own in Salesforce, so you can focus more on selling.
The Salesforce Integration with Crunchbase is free for Basic and Pro users and pushes organization name, website, and short description to your Salesforce account.
To get started, you’ll first need to login or register for a Crunchbase user account here!
After logging in, navigate to the Account Settings page: https://www.crunchbase.com/account
Then click ‘Connect to Salesforce CRM’. Note, you can also connect to Salesforce from a profile page, advanced search, a saved list or saved search.
Keep in mind, synchronization will take a few minutes to complete. During this time, the companies in your CRM are being matched with company profiles.
Once it's completed you can start saving to your individual account!
You can start creating account records in Salesforce 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 ‘Push’ or 'Save' from the profile or clicking the Salesforce icon 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.
For more tips and tricks related to the Salesforce integration, click here!
If you have any additional questions, feel free to reach out to firstname.lastname@example.org - our team will be happy to help!