Hubspot Integration

Article author
Sophie Chitsaz
  • Updated

With Crunchbase’s Hubspot integration, Hubspot users can now build and track pipeline right from Crunchbase. *Please note that this feature is available for Crunchbase Business customers. 

Push

  • Discover net-new accounts: Quickly see which accounts are already in your CRM and which ones are unclaimed.
  • Push in a single click: Push and own new companies and contacts from within Crunchbase or on other websites using our Chrome extension.

Inform 

  • Keep track of potential opportunities: See Hubspot account details like account owner and last activity date to identify accounts that need your attention without leaving Crunchbase.
  • Know when to reach out: Get alerts on company activity and buy signals for any account you’ve pushed to Hubspot via your ‘My CRM’ list within Crunchbase.

Improve

  • Reduce human error: Ensure only accurate and up-to-date data is sent to your CRM with direct pushing.
  • Eliminate duplicate records: Avoid pushing duplicate accounts and contacts with built-in duplicate detection from Crunchbase.

Getting Set Up

The Hubspot integration must be set up by a team administrator.  If you’re a team member, and you’re interested in using this feature, please reach out to your team administrator. 

Find out who this is: Who is my Team Admin? 

 

For Team Admins:

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. 

Select Hubspot

You’ll be redirected to Hubspot’s login page, where you can log into your Hubspot account with your usual credentials. 

*Please note that your initial sync to HubSpot will most likely result in the message below, notifying you that Crunchbase is an unverified app. This is expected. Simply click Connect App to proceed. 

Synchronization 

Synchronization may take a few hours to a day to complete. During this time, the companies in your CRM are being matched with company profiles.

Once synchronization is complete, 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? If you're a Business customer, please reach out to business_support@crunchbase.com or to your Customer Success Manager.

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