In order to start saving to your Salesforce account, you’ll first need to login or register for a Crunchbase user account here!
Navigate to the Marketplace tab your account settings by clicking the account icon in the top right of Crunchbase’s global navigation bar, then selecting Integrations from the dropdown.
Then click ‘Connect to Salesforce CRM’
The screenshot in this article was taken from a Crunchbase Business (Owner) user account. Screens may vary depending on your subscription, however, the steps will be the same.
Note, synchronization will take a few minutes to complete. Once it's completed you can start saving to your individual account!
Keep in mind, when connecting your Salesforce account be sure you are using a Salesforce edition that provides API access. For more information on connection requirements, click here!
For step by step instructions on how to setup Crunchbase with your Salesforce account click here!
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.