Helpful Tips

• Connection requirements
• What are my limitations?
• Salesforce integration tips & tricks
• Can I filter out what is already in my CRM from search?
• Data fields included for pushing contacts to Salesforce
• Last Activity in CRM
• CRM Account Owner
• 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?