Erika
Crunchbase Community Manager
Articles
Recent activity by Erika
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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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- 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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- -3 votes
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How do I use HubSpot data in search?
Please note that this is an Enterprise Only feature. Click the article to learn more about Hubspot features: What features are included in the HubSpot integration? To access Hubspot data in Advan...
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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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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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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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How do I get set up?
The Team Admin can connect to your HubSpot CRM account on company profiles, advanced search, query builder, integration settings, recommendations and more. Integration settings Navigate to the Hu...
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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...
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- 1 follower
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- -2 votes