Team administrators can turn on a shared CRM connection to reduce the risk of hitting their Salesforce or Hubspot data limits. Make one connection for Salesforce or Hubspot, which reduces the number of API calls for your team. *Please note that CRM sync is available for Crunchbase Business customers.
To get set up:
Navigate to your Account Settings.
Click into the Setup tab of Team Settings on the left-hand navigation. Then, click Connect in the Connect Your Team to CRM section.
Choose which integration you want to connect to, Salesforce or Hubspot.
You’ll be redirected to the login page of whichever CRM you’ve selected, 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.