Account records can be created in the following 3 ways:
- In search
- Directly from a company profile page
- Through saved lists and searches
Search
In a company search, you’ll see the Push icon next to your search results; click this to push an account directly to Salesforce.
Accounts that already have an account owner will be listed as well. Simply click into the icon to see who the account owner is, and the latest account activity.
Organization profile pages
On organization (company, school, or investment firm) profile pages across Crunchbase, you’ll see the Push to CRM button in the top right corner.
Saved lists & saved searches
Navigate to My Dashboard to find your saved lists and searches. Similarly to search, you’ll find the Push icon on the right of the Organization Name column.
Learn how to get connected to your CRM here:
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.