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Helpful Tips

  • What are my limitations?
  • Can I filter out what is already in my CRM from search?
  • Data fields included for pushing contacts to Salesforce
  • Where can I see the accounts that I’ve pushed to Salesforce in Crunchbase?
  • Salesforce push as Lead error troubleshooting
  • Salesforce push as Contact error troubleshooting
  • Salesforce push as Account error troubleshooting
  • Why is this account not listed in my CRM on Crunchbase?
  • How often will ‘matches’ update?
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