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.
By turning on the shared CRM feature, all team members will have access to see which account owner pushed the data from Crunchbase to Salesforce or Hubspot, and when it was pushed. Each account owner can bulk account push as well, up to 10 accounts at a time.
Click in for more details on who the account owner is, and the latest activity.
Team administrators can learn how to get connected here:
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:
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.