Erika
Crunchbase Community Manager
Articles
Votes on activity by Erika
-
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...
- Updated
- 2 followers
- 0 comments
- 11 votes
-
How do I add a digital wallet payment method to Crunchbase?
New customers can connect to their preferred digital wallet payment method right away, while signing up for a trial or purchasing a subscription. Existing customers can connect to a digital walle...
- Updated
- 5 followers
- 0 comments
- 7 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 admi...
- Updated
- 1 follower
- 0 comments
- 6 votes
-
Do you offer custom field mapping for HubSpot?
No, we currently do not offer custom field mapping for HubSpot at this time. If this is something you’re interested in, please let us know what your use case is and we’ll share this information ...
- Updated
- 2 followers
- 0 comments
- 4 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
- 4 followers
- 0 comments
- 4 votes
-
Crunchbase Mobile App Update
As of 12/9/22, the Crunchbase team has decided to temporarily remove our mobile app from the App Store while we prioritize our web experience. Your user experience is our top priority and our team ...
- Updated
- 2 followers
- 0 comments
- 3 votes
-
How do I switch from a digital wallet payment method to a credit card?
You can update your preferred payment method on the Subscriptions & Billing page in your Account Settings. Select Edit Payment to update your preferred payment method or select Remove to delete the...
- Updated
- 2 followers
- 0 comments
- 3 votes
-
How to Bulk Unlock/Push Contacts
As of 10/7/24, customers that recently purchased Crunchbase Pro will no longer have access to data exports, CRM integrations, contacts or SSO. Crunchbase Pro users can unlock and/or push up to 10 C...
- Updated
- 1 follower
- 0 comments
- 2 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
- 4 followers
- 0 comments
- 2 votes
-
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...
- Updated
- 1 follower
- 0 comments
- 1 vote