Erika
Crunchbase Community Manager
Articles
Recent activity by Erika
-
Where can I view the accounts and/or contacts I’ve pushed to my CRM?
You can view the list of companies you’ve pushed and saved to your CRM in your ‘My CRM’ list.
- Updated
- 2 followers
- 0 comments
- -3 votes
-
How to add existing companies on your list or search to Zapier
Only companies added to the list after it's connected in Zapier will be integrated. Companies that are present on the list at the time it's connected in Zapier will not be integrated. Below are th...
- Updated
- 3 followers
- 0 comments
- 1 vote
-
Is custom field mapping only performed by the account admin/team owner?
Yes! Team members with admin roles can push contacts, leads, and accounts to Salesforce with the custom fields. As a team member, you'll be able to see the custom field mapping configurations in yo...
- Updated
- 2 followers
- 0 comments
- 11 votes
-
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...
- Updated
- 5 followers
- 0 comments
- -1 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...
- Updated
- 1 follower
- 0 comments
- 2 votes
-
Benefits of using a digital wallet payment method
We’re introducing digital wallet payment methods to Crunchbase, so you can purchase your subscriptions quickly and securely. We currently offer PayPal, Google Pay, and Apple Pay to simplify the pay...
- Updated
- 3 followers
- 0 comments
- 1 vote
-
Can I Apply Similar Companies to Search?
In Advanced Search, you can add a column to see the number of similar companies available for your results. Select ‘Add Column,’ then select ‘Similar Companies’ to view the number of similar compan...
- Updated
- 1 follower
- 0 comments
- -1 votes
-
How do I switch from a digital wallet payment method to a credit card?
You can update your preferred payment method on the Subscriptions & Billing page in your Account Settings. Select Edit Payment to update your preferred payment method or select Remove to delete the...
- Updated
- 2 followers
- 0 comments
- 3 votes
-
How do I add a digital wallet payment method to Crunchbase?
New customers can connect to their preferred digital wallet payment method right away, while signing up for a trial or purchasing a subscription. Existing customers can connect to a digital walle...
- Updated
- 5 followers
- 0 comments
- 7 votes
-
What information is needed to check out with PayPal?
To connect your PayPal account, you will be redirected to the PayPal website, where you can log in to PayPal using your email and password. Once logged in, you will need to have a linked credit ca...
- Updated
- 2 followers
- 0 comments
- -3 votes