As a Crunchbase Business customer, you can connect to Salesforce to sync the accounts you find in Crunchbase directly to your CRM — and see which accounts are already there.
*Please note that the Salesforce integration must be set up by a team administrator. If you’re a team member, and you’re interested in using this feature, please reach out to your team administrator.
Find out who this is: Who is my Team Admin?
To get connected:
Navigate to the Integrations page of your account settings.
Select the Salesforce tile.
You’ll be redirected to the Salesforce login page, where you can log in with your usual credentials.
After logging in, you’ll be redirected back to the Setup section on Crunchbase confirming that you’ve connected and the sync is in progress.
*Note, depending on the amount of data, the synchronization can take up to 24 hours to complete. That said, you can continue to use Crunchbase as you normally would.
When synchronization is finished you can view your Sync Details in the Setup section. You’ll see the total number of accounts in your CRM, matched records, and the percentage matched. This total is updated daily as new accounts are added.
Questions? Reach out to us at business_support@crunchbase.com or post your question in the Crunchbase Community. If you have a dedicated Customer Success Manager, please reach out via email.