PitchBook workflow solutions
PitchBook workflow solutions

Your job, made easier

PitchBook workflow solutions
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PitchBook CRM integration

CRM integration

Integrate our data with your preferred CRM software, including Salesforce, Microsoft Dynamics CRM and Netage Solutions—Deal Dynamo.

  • Map fields from the PitchBook Platform to custom fields in your CRM layout
  • Populate new opportunities and enhance your existing accounts with PitchBook data
  • Reference detailed information on people, funds, investments, recent activity and more
  • Import executive contact information from our platform to create new, fully populated contacts in your CRM
PitchBook LinkedIn integration

LinkedIn integration

We make connecting with prospective clients or partners a seamless step in your workflow.

  • Find company and executive contact information. Get in touch using LinkedIn InMail or other methods.
  • See people's backgrounds and your common connections
  • Follow people, companies and firms on LinkedIn, without ever leaving the platform
PitchBook live chat feature

Live chat

Need help with a tough research problem? Connect with a member of our customer success team through our LiveChat feature. We're here to help with training, custom research and any other support you may need.

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