The Salesforce Integration with Crunchbase is free for registered and Pro users and pushes organization name, website, 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!
After receiving access, 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 ‘Save to CRM’ 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 email@example.com - our team will be happy to help!