User

Erika

Crunchbase Community Manager

Member since
Total activity 785
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Followed by 26 users
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Articles

Recent activity by Erika

  • Crunchbase Mobile App Update

    As of 12/9/22, the Crunchbase team has decided to temporarily remove our mobile app from the App Store while we prioritize our web experience. Your user experience is our top priority and our team ...

    • Updated
    • 2 followers
    • 0 comments
    • 5 votes
  • Microsoft O365 Connection Troubleshooting Tips

    Crunchbase Pro and Enterprise users can utilize Single Sign On (SSO), learn more here. If you are seeing this message when trying to connect your Microsoft O365 account with Crunchbase, you have ei...

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    • 1 follower
    • 0 comments
    • -2 votes
  • Track ROI

    Find out how much money Crunchbase has made your company. Now that you can add Crunchbase as an Account and Lead Source, your team can track ROI 1. Go into Setup > Accounts > Account Fields2. Find...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • What is CRM sync?

    Team administrators can turn on a shared CRM connection to reduce the risk of hitting your Salesforce or Hubspot data limits. Make one connection for Salesforce or Hubspot, which reduces the number...

    • Updated
    • 1 follower
    • 0 comments
    • -1 votes
  • Fit Score

    What is a "Fit Score"? Fit score: Understand why a company is recommended for you and prioritize leads with a personalized fit score. See if they match your activity, territory preferences or have ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • What are contact preferences?

    Contact preferences help you prioritize what type of contacts you want shown for your recommendations. You can personalize by job departments (e.g. engineering, marketing product) or job level (e.g...

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    • 1 follower
    • 0 comments
    • 2 votes
  • How do I get set up? 

    The Team Admin can connect to your HubSpot CRM account on company profiles, advanced search, query builder, integration settings, recommendations and more.   Integration settings Navigate to the Hu...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Why am I seeing that Crunchbase is an unverified vendor when I try to sync my HubSpot account?

    When initially syncing your HubSpot account, you may notice that Crunchbase is an unverified app. This is expected and does not impact the security of your CRM account or data. Please review Crunc...

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    • 2 followers
    • 0 comments
    • -2 votes
  • What types of Crunchbase data can I push to my Hubspot CRM?

    Pushing a Company Company domain name Company domain name for additional data association in HubSpot Company Owner  The user who push the Account will become the Owner of the Company record in...

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    • 1 follower
    • 0 comments
    • 0 votes
  • How do I use HubSpot data in search?

    Please note that this is an Enterprise Only feature. Click the article to learn more about Hubspot features: What features are included in the HubSpot integration?   To access Hubspot data in Advan...

    • Updated
    • 1 follower
    • 0 comments
    • -1 votes