Last Activity in CRM

Article author
Frank
  • Updated

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. 

Team admins can 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

 

Last Activity Date reflects when a user last did something related to the account record. This applies to all users who have access to the Salesforce account record, not just the account owner. 

This can be when a user last pushed the account from Crunchbase or when they last added an activity to their Salesforce record. It can also represent one of the following Salesforce activity dates:

  • The latest due date of the closed tasks on a Salesforce record
  • The latest start date of events on a Salesforce record

Because Crunchbase is a global platform, we are using the format MMM DD, YYYY (ie: Jan 21, 2021). At this time, we do not offer a way to adjust the way the dates are formatted. Here are the display settings based on the last activity date:

  • 0: Today
  • 1-179: XXX days ago (ie. 100 days ago)
  • 180 or more: MMM DD, YYYY (Oct 21, 2021)

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.

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