Salesforce integration with Crunchbase

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Crunchbase Product Team
  • Updated

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 available to users with a Crunchbase Pro subscription. This integration 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, click on Account in the top navigation and selecting Account Settings: https://www.crunchbase.com/account 

From the left navigation, select Integrations.

Then click ‘Connect to Salesforce CRM’. 

Connect_to_CRM.png

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:

SFDC_-_Profile__Push_.png

Account_Owner.png

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.

Account_Owner_-_Profile.png

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.

SFDC_-_Account_Record.png

For more tips and tricks related to the Salesforce integration, click here

If you have any additional questions, feel free to reach out to support@crunchbase.com - our team will be happy to help! 

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