User

Erika

Crunchbase Community Manager

Member since
Total activity 779
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Followed by 25 users
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Articles

Recent activity by Erika

  • Where can I view the accounts and/or contacts I’ve pushed to my CRM?

    Where can I view the accounts 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.    Where can I view the contacts I’ve pushed to my...

    • Updated
    • 1 follower
    • 0 comments
    • -4 votes
  • Notification of Salesforce Sync Update

    As of the week of May 16, 2022, Crunchbase will require teams to connect to Salesforce at an account level before individuals can push accounts, leads, and contacts to Salesforce.  In doing this, t...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Who can access Similar Companies?

    Similar Companies is available for everyone. See 3 Similar Companies to start and upgrade to our Pro subscription for more. What else do you have access to when you upgrade? Take action with engag...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • -3 votes
  • Where can I access my Salesforce settings?

    As a team owner/admin, you can access this information under: ‘Account Settings’ > ‘Integrations’ > ‘Salesforce’ > ‘Sync settings’ or ‘Push settings’. - or follow the step by step instructions belo...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • My admin is not available to turn on Salesforce sync, can someone else help me?

    Unfortunately, we are unable to turn Salesforce sync for your team. Only team admins have access to modify the connection. We recommend having your Team Owner assign multiple team admins for your t...

    • Updated
    • 3 followers
    • 0 comments
    • 2 votes
  • 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 ad...

    • Updated
    • 1 follower
    • 0 comments
    • 6 votes
  • Why am I being blocked from pushing accounts/leads/contacts to my Salesforce?

    As of the week of February 28th, Crunchbase requires teams to connect to Salesforce at an account level before individuals can push accounts, leads, and contacts to Salesforce.   Please ensure you...

    • Updated
    • 2 followers
    • 0 comments
    • -5 votes
  • What happened to my team shared CRM connection?

    As of the week of February 28, 2022, Crunchbase requires teams to connect to Salesforce at an account level before individuals can push accounts, leads, and contacts to Salesforce. In doing this, t...

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

    • Updated
    • 3 followers
    • 0 comments
    • 4 votes