Quickly push leads from Crunchbase into your Venturelytic pipeline

Created by Venturelytic Team, Modified on Wed, 12 Jun at 7:47 AM by Venturelytic Team

With Venturelytic's app on the Salesforce platform, funds are able to ingest Crunchbase data into their Venturelytic pipeline. This allows Venturelytic clients to source deals faster than before, without the manual hassle that comes with adding new leads. 

The best part? The push functionality is part of the Crunchbase pro license and super easy to setup for any Venturelytic user. For a quick impression, check out the following video: https://youtu.be/slVO4jfnu84. 

We briefly outline the setup steps below:

  1. Create a targeted lead list in Crunchbase matching the criteria relevant to your fund

  2. Click "Connect to CRM" and select "Salesforce". Login with your credentials to finish the connection.

  3. Click the "Push" button next to a company's name, for the companies you want to add to your CRM.

  4. Continue with the enriched Account within Venturelytic, create an Investment Opportunity once you decide to outreach, and keep track of your progress in Venturelytic's Investment Opportunities Pipeline.

Feel free to reach out to us at support@venturelytic.com in case you could use some advice or help with setting up the connection.

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