Erika
Crunchbase Community Manager
Articles
Votes on activity by Erika
-
Investment Thesis
Our AI-powered Investment Thesis insight leverages LLMs to analyze an investor’s historical investment data to generate a thesis on their investment patterns. Each insight considers the investment ...
- Updated
- 1 follower
- 0 comments
- -1 votes
-
How do I use HubSpot data in search?
Please note that this is an Business Only feature. Click the article to learn more about Hubspot features: What features are included in the HubSpot integration? To access Hubspot data in Advance...
- Updated
- 1 follower
- 0 comments
- -1 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
- 5 followers
- 0 comments
- -1 votes
-
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...
- Updated
- 1 follower
- 0 comments
- -1 votes
-
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 HubS...
- 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
-
Can I Apply Similar Companies to Search?
In Advanced Search, you can add a column to see the number of similar companies available for your results. Select ‘Add Column,’ then select ‘Similar Companies’ to view the number of similar compan...
- Updated
- 1 follower
- 0 comments
- -1 votes
-
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...
- Updated
- 1 follower
- 0 comments
- -2 votes
-
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...
- Updated
- 2 followers
- 0 comments
- -3 votes
-
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.
- Updated
- 2 followers
- 0 comments
- -3 votes