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Advance your business development
Enhance cross-functional selling efforts with the most relevant data in your native CRM. Automate updates to keep pace with new developments, so you can stay ahead of the competition. -
Drive more intelligent sales conversations
Enrich your CRM strategies with real-time private capital market data to make every conversation count. Access key details on companies, people, and deals directly from your accounts for a more custom approach.
CRM integration
Say goodbye to static lead lists and manual data entry. Sync your existing CRM system with our trusted private capital market insights to quickly update accounts, refresh data, and capture new leads.
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companies
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deals
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investors
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funds
PitchBook is the most comprehensive, accurate, and timely source of private capital market data. Access the world’s largest database of private companies, investors, professionals, and more—inside your ecosystem.
The most trusted private capital markets data provider
Leading capital markets professionals trust PitchBook—read real client reviews on G2 and TrustRadius to learn why.
“PitchBook with DealCloud integration layer has enabled us to extract and map our organizations and contacts against PitchBook database. This allows us to enrich our organizations information which will in turn benefit our CRM users.”
Can I integrate PitchBook data with my CRM?
If PitchBook has an established partnership with your CRM platform, you can sync data from PitchBook Desktop with your CRM to eliminate manual data entry and enable automatic updates. Specific CRM options include Salesforce, Microsoft Dynamics, HubSpot, DealCloud, and Affinity. Contact us to learn more.
Is there an additional cost for integrations?
CRM integrations are premium additions, and the price varies according to a number of factors, including your specific CRM. Reach out to a PitchBook representative for more information.
Do you offer developer support for your CRM integration?
PitchBook supplies the data, but all functionality is managed by our partner CRM providers. That said, we do offer some support for our three PitchBook-managed plugins for Salesforce, Microsoft Dynamics, and HubSpot.
What data syncs and how often do syncs happen?
PitchBook offers the option to sync thousands of data points—from company and deal information to investor profiles and public company financials. However, the frequency and type of data that syncs vary by CRM.