Erika
Crunchbase Community Manager
Articles
Votes on activity by Erika
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Why am I receiving an error when I try to bulk push accounts to HubSpot?
If you get this error on Crunchbase, it’s likely that you have selected more than 25 companies or you have selected a company that’s already in your CRM. Hover over the hyperlink in the popup to s...
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- 1 follower
- 0 comments
- -1 votes
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How do I get set up?
As of 10/7/24, customers that recently purchased Crunchbase Pro will no longer have access to data exports, CRM integrations, contacts or SSO. The Team Admin can connect to your HubSpot CRM account...
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- 1 follower
- 0 comments
- -1 votes
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What is CRM sync?
As of 10/7/24, customers that recently purchased Crunchbase Pro will no longer have access to data exports, CRM integrations, contacts or SSO. Team administrators can turn on a shared CRM connectio...
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- 4 followers
- 0 comments
- -1 votes
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Where can I access Salesforce custom field mapping?
Salesforce custom field mapping can be accessed in ‘Account Settings’ > ‘Salesforce integration settings’ under ‘Sync settings’ and ‘Push settings’. Learn more with common questions: Config...
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- 3 followers
- 0 comments
- -1 votes
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Microsoft O365 Connection Troubleshooting Tips
Crunchbase Business 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 either: Ad...
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- 1 follower
- 0 comments
- -2 votes
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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
- -2 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 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
- 0 comments
- -3 votes
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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...
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- 2 followers
- 0 comments
- -4 votes
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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
- 0 comments
- -4 votes