User

Erika

Crunchbase Community Manager

Member since
Total activity 785
Last activity
Following 0 users
Followed by 26 users
Votes 0
Subscriptions 390

Articles

Votes on activity by Erika

  • 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
  • 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...

    • Updated
    • 3 followers
    • 0 comments
    • -1 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
  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • -2 votes
  • Can I bulk push contacts to HubSpot?

    We currently do not offer the ability to bulk push contacts to your CRM; however, this is a feature our product team is actively working on and will be available soon.

    • Updated
    • 1 follower
    • 0 comments
    • -2 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
    • 2 followers
    • 0 comments
    • -2 votes
  • How do I build a contact list?

      Organize prospects, see relevant contact details and take action quickly with Crunchbase’s engagement suite by creating a contact list or searching for contacts within one of your existing lists!...

    • Updated
    • 4 followers
    • 0 comments
    • -2 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 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
  • 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