HubSpot Crunchbase Integration: 2 Easy Steps

on Business Analytics, CRMs, Crunchbase, Data Analytics, Data Integration, Data Mapping, HubSpot, Marketing, Tutorials • September 8th, 2021 • Write for Hevo

Data is a necessity for salespeople, entrepreneurs, investors, and market researchers to run their businesses. Companies and individuals need high-quality and reliable data to analyze investments, partnerships, acquisitions, Sales opportunities, etc. But where can one get trusted data on new startups, companies, their stakeholders, and decision-makers? 

Crunchbase is a platform where one can find all the details on public and private companies, new startups, and all data that can be helpful to evaluate the overall company. Many companies and individuals use Crunchbase as a data source for high-quality business data. After accessing all the data it needs to be analyzed to make decisions. 

HubSpot is a CRM platform that can be used to analyze all the Crunchbase data and help you make better use of it. Every day, Crunchbase delivers a wealth of new data on innovative companies. You can get access to Crunchbase data directly into HubSpot. In this post, you will learn the steps to set up HubSpot Crunchbase Integration and how it benefits customers make data-driven decisions.

Table of Contents

Prerequisites

  • An active Crunchbase account.
  • An active HubSpot CRM account.

Introduction to HubSpot

HubSpot Logo
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HubSpot is a Cloud-based Marketing and Customer Relationship Management (CRM) platform. The main reason companies use HubSpot is to help align their Sales and Marketing teams, foster Sales enablement, boost ROI (Return on Investment), and optimize their Inbound Marketing strategies to generate more qualified leads.

HubSpot’s CRM module is completely free, and there are paid subscriptions for its Marketing module. The services offered in the Marketing module help its customers capture and convert leads to prospects through Inbound Marketing activities such as blog creation, social media posts, Search Engine Optimization, and Marketing Automation. The generated inbound leads feed directly into the CRM.

Key Features of HubSpot

HubSpot offers many modules and offers several features that attract companies. It helps businesses to make better data-driven decisions and organize their workflows in one place. A few features of HubSpot are listed below:

  • List Segmentation: HubSpot allows users to segment the list of contacts based on demographics, age, gender, and other comparison factors. This makes it easier for users to deal with every segment of the audience with a different strategy.
  • Ads Retargetting: HubSpot helps users to focus more on retargeting customers who abandoned the cart or conversion process in between because these customers are more likely to complete the sales.
  • VOIP Calling: HubSpot features a VOIP calling option to increase customer interaction and provide support. These calls are then recorded and tagged along with the customer for future reference. 

To learn more about HubSpot, click here.

Introduction to Crunchbase

Crunchbase Logo
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Crunchbase is a Data as a Service (DaaS) platform for finding business information about private and public companies. Crunchbase was initially created to track startups. Today, the Crunchbase database contains information on businesses — especially startups, people profiles, investments and funding information, mergers and acquisitions, news, and industry trends. 

Key Features of Crunchbase

Crunchbase makes high-quality data available for individuals and companies. Crunchbase provides more features for a better user experience. Some of the features are listed below:

  • Multi-Joint Searches: Crunchbase offers a flexible searching option that allows users to search for specific results rather than generic ones. One can use up to 9 joints and 25 filters for search.
  • Custom Lists: Crunchbase allows users to create a custom list of companies they want to track and get notified of any news like IPO announcements, new partnerships, etc. 
  • Integrations: Crunchbase supports integration with many 3rd party apps and services to deliver a better user experience.

To learn more about Crunchbase, click here.

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Need For HubSpot Crunchbase Integration 

The main reason why most businesses are looking to integrate HubSpot Crunchbase is that they want to visualize the Crunchbase dataset on investment trends and business ecosystems outside of the Crunchbase environment. By storing Crunchbase data in your HubSpot database, you can optimize the research phase in your Sales workflow by enabling salespeople to proactively perform their own Ad Hoc analysis on prospects that fit the right customer profile at scale. 

For example, you could be an Account Executive at a high-growth SaaS (Software as a Service) company and your ideal customer is a Series B or greater with over 100 employees in the healthcare industry. You can use the HubSpot Crunchbase Integration to perform Analytics queries on companies that fit this company profile as well as on the key decision-makers within these companies.

This is the actionable market insight that can be leveraged to maximize the effectiveness of your outreach since you can connect with the right decision-makers that can move deals forward. Business Intelligence and Analytics queries, such as setting up and following investment trends, identifying and tracking growth industries, and identifying similar companies to your own are other examples of how you can use Crunchbase data to gain an edge toward beating the market.

Steps to Set Up HubSpot Crunchbase Integration

Now that you read about Crunchbase and HubSpot. In this section, you will learn about the steps to set up HubSpot Crunchbase Integration. But first, let’s understand the structure of the HubSpot dataset. In the HubSpot CRM, data is stored on objects. An object refers to a record that stores a certain category of information. For example, a contact or a company. 

Inside the object, data is stored in properties that hold information about the specific characteristics of their containing object. For example, a contact can have the following properties; first name, last name, phone number, and email address. HubSpot CRM is centered around four basic objects: Contacts, Companies, Deals, and Tickets. You can also create custom objects with custom properties so that your data matches the type of information in your HubSpot Crunchbase dataset.

Getting your HubSpot Crunchbase Integration is simple, and you can do it with just a few clicks. HubSpot will deduplicate the records once they are imported. The following steps to HubSpot Crunchbase Integration are listed below:

Step 1: Exporting Crunchbase Data in CSV File

  • Log in to your Crunchbase account here.
  • Search for the results you want to export.
  • To export your results, click the “Export” icon at the top right of your search.
  • Now, select the “Export To CSV” icon on the right-hand side above your search results, shown in the image below. 
Exporting Crunchbase Results
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  • The Crunchbase CSV Export feature will extract the following data from the Crunchbase dataset, listed below:
    • Organization profiles
    • Active investors
    • Investment partners
    • All investments made by investors
    • Details of investors’ investment funds
    • List of all acquisitions available on Crunchbase
    • List of all job and advisory roles
    • and much more.

Step 2: Importing the CSV File into HubSpot

  • If you want to create bulk objects, then navigate to your records, and for each object, the navigations are listed below:
    • For creating the Contacts object navigate to “Contacts > Contacts“.
    • To create a Companies object, go to “Contacts > Companies“.
    • For creating the Deals object, navigate to “Sales > Deals“.
    • For updating Tickets, navigate to “Service > Tickets“.
    • You can also create custom objects by clicking on the “Custom Objects”, and then click the dropdown menu in the top left and select the “Name” of the custom object.
  • Now, Click on the Import button located on the top right.
  • Then, click the “Start an import” button.
  • Select the “File from Computer” option and upload the CSV file that you downloaded from Crunchbase then. Then click the “Next” button.
  • Then, you will be prompted to select one or multiple files. Select “One File“, then click “Next“. 
  • Now, select the One Object option, and then click “Next“.
  • Select the “Object” in your import file.
  • Click “choose a file“, and in the dialog box, then select your CSV file, shown in the image below.
Uploading Crunchbase Data CSV File
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  • In the bottom right, click “Next“.
  • In the Map columns in the HubSpot Crunchbase file, go to [object] properties screen, map the column to an existing property, shown in the image below.
Mapping HubSpot Crunchbase Columns
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  • Once all columns are mapped to a property, click “Next“.
  • On the details screen, enter an “Import Name“.
    • If you’re importing contacts:
      • Check the “Create a list of contacts from this import” option. This will automatically create a list of imported records.
  • Once you’ve set the options for your import, click “Finish Import” in the bottom right.

That’s it! You have completed HubSpot Crunchbase Integration.

Benefits of HubSpot Crunchbase Integration

HubSpot Crunchbase Integration helps companies to transfer data between the two in a hassle-free manner. The HubSpot Crunchbase offers many functionalities in the user’s hand. A few benefits of HubSpot Crunchbase Integration are listed below:

  • One can sync accounts from the Crunchbase Data directly to HubSpot CRM for leads.
  • It deduplicates the contacts in HubSpot and avoids any workload.
  • HubSpot Crunchbase Integration allows users to analyze data out of the Crunchbase environment and organize their workflows in one place.

Conclusion

In this article, you learned how to integrate HubSpot Crunchbase and sync data between the two platforms. You also read how to map data between HubSpot Crunchbase to help with market research, prospecting, competitive analysis, and investment strategy. Crunchbase helps users access high-quality data in a matter of seconds and allows them to run Data Analytics on it in other tools.

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