As a Crunchbase Business customer, you can push qualified contact data from Crunchbase directly to Salesforce. You can perform this action in search, or directly from company profile pages.
First, make sure you’ve connected to the Salesforce integration:
Connecting to the Salesforce Integration
Search
Start a contact search, then select the Salesforce icon.
You will be asked whether you’d like to push the contact as a Lead or a Contact. This selection will automatically become the default for your convenience, although you can always update these settings.
Want to push over more than 1 contact at a time? Use the checkboxes on the left to select and push up to 10 accounts.
How to Bulk Unlock/Push Contacts
Company profiles
Navigate to the People & Contacts section through the left-hand navigation. Scroll down to the Contacts section.
Simply click the Salesforce icon to push the contact to Salesforce.
Data fields included when pushing contacts as Contacts:
- Salesforce OwnerID of the pusher
- Last Name of the contact
- Email (If available)
- Phone (If available)
- FirstName (If available)
- LastName (If available)
- Title (If available)
- Department (If available)
- LeadSource = Crunchbase (If available)
Data fields included when pushing contacts as Leads:
- OwnerID
- Last Name
- Company
- Lead Status = Open - Not Contacted
- First Name
- Title (If available)
- Phone (If available)
- Email (If available)
- Website (If available)
- Description (company description)
- LeadSource = Crunchbase (If available)
- Permalink (Available for Salesforce Enrichment)
Want to push even more data from Crunchbase to Salesforce? Check out our Salesforce integration data enrichment solution for Crunchbase Business.