Erika
Crunchbase Community Manager
Articles
Recent activity by Erika
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Why should I turn on Salesforce sync? What are the benefits?
With Salesforce sync your team can reduce the risk of hitting your Salesforce data limits. With one connection for Salesforce, it reduces the number of API calls for your team. Also, your team admi...
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- 1 follower
- 0 comments
- 6 votes
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Ideal Target Search
Ideal target searches simplify the discovery process by filling your pipeline with new companies based on existing closed-won opportunities in your CRM; now you can see which search filters match c...
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- 1 follower
- 0 comments
- 1 vote
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Crunchbase Unicorn Board Search Template
The Crunchbase Unicorn Board is a curated list of the most valuable private companies in the world. Powered by Crunchbase’s comprehensive data, this list of startups is updated as companies reach u...
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- 2 followers
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- 1 vote
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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.
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- 1 follower
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- -4 votes
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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...
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- 1 follower
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Crunchbase’s Outreach Integration
Introducing Crunchbase’s new integration with Outreach. Now, Outreach customers can discover decision-makers at qualified accounts, push contacts to Outreach, and assign them to existing sequences,...
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- 4 followers
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- 4 votes
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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...
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- 2 followers
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- 11 votes
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What actions can I take with similar companies?
On company profile pages, you can see a list of similar companies for the profile that you’re viewing. From the company profile page, click the ‘Similar Companies’ tab to view all similar companie...
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- 1 follower
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- -3 votes
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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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- 3 followers
- 0 comments
- -3 votes
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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...
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- 1 follower
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- 0 votes