PitchBook workflow solutions
PitchBook workflow solutions

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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

Excel Plugin

Save time and effort with direct, real-time access to our data within Excel.

  • Utilize pre-built templates or create your own models
  • Easily filter and manipulate financial data
  • Update your models with the click of a button
PitchBook Excel Plugin
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

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.

Learn more about the services we offer »
PitchBook live chat feature

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