Use the CRM sync while prospecting across Crunchbase, to see the Salesforce or Hubspot account owner and last activity in search results and on company profile pages. *Please note that the following feature is available for Crunchbase Business customers.
Learn how to get set up here: Set Up CRM Sync
In Search
Click into the CRM Account owner icon to see the account owner’s name, and the latest account activity. You can also select View in CRM to be redirected.
On company profile pages
Keep in mind, we pass the alias (initial name displayed) from Salesforce. To update this, users will need to contact their Salesforce administrator to update their settings.
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.