As of 10/7/24, customers that recently purchased Crunchbase Pro will no longer have access to data exports, CRM integrations, contacts or SSO.
Introducing the 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.
This integration pushes organization name, website, and short description to your Salesforce account.
Learn how to connect your Salesforce account through this article: Connecting to Salesforce.
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 (Push) 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, the account owner’s alias (first initial and last name) is shown in the ‘CRM Account Owner’ button that previously showed ‘In CRM’ on company profiles, in search, and on the recommended companies page.
When the ‘CRM Account Owner’ button is clicked, you can view the link to the record in Salesforce, see the full name of the account owner, and see last activity date.
For more tips and tricks related to the Salesforce integration, click here!
If you have any additional questions, feel free to reach out to prosupport@crunchbase.com - our team will be happy to help!
Looking to get the most out of Crunchbase? We recommend learning more about our Business and API plans.
With the Business plan, you can leverage scalable integrations and exports for your team. Conduct your own analysis with 5K data exports per month and gain exclusive access to CRM integrations, contacts and single-sign on to maximize team efficiency.
With the API, you can access live company data at scale with unlimited exports. Enrich your tools and build your products with proprietary company intelligence, including the full scope of predictions and insights data. Click HERE for additional information on Crunchbase Business and API, and to reach out to our sales team directly.