Help: PitchBook HubSpot CRM Plugin user guide
Overview
The PitchBook HubSpot Plugin improves your CRM by integrating PitchBook data, removing the need for manual entry and making lead management, account growth, and updates easier. It enables simple import of contact information, investor data, companies, advisory firms, and limited partners. This article covers everything you need to optimize your integration with PitchBook.
Installation and setup
Follow the steps below to set up your HubSpot integration:
- Head to the My PitchBook section at the top of the left-hand sidebar of the PitchBook Platform.
- Hover over Plugins & Apps and select HubSpot Plugin.
- Select the blue contact support button and send a message to our support team that you would like to set up the HubSpot integration.
The support team then works with your account manager and takes the necessary steps to set up the HubSpot connection on the PitchBook side.
Once this setup has been completed, your account manager reaches out to you and gives you the necessary steps to go ahead with the installation on your system.
For the comprehensive installation steps, visit the link below:
Mapping your HubSpot CRM data to PitchBook
Once the HubSpot integration is connected to PitchBook, you can customize your integration with a few key options.
Mapping Companies and Contacts
Field mapping is the process of connecting (or “mapping”) data fields between HubSpot and the PitchBook Platform.
When you integrate your HubSpot CRM with PitchBook, both systems may have the same information, but it may be named differently.
- To map the data, head to the My PitchBook section of the left-hand side-bar of the main PitchBook Platform.
- Select HubSpot CRM from the Plugins & Apps flyout.
- Next, review the Contact Mapping and Company Mapping tabs with the PitchBook Field next to the HubSpot Field. If you’re happy with the matched fields and for PitchBook to automatically pull data into your HubSpot fields, check the Auto Sync box. There are 86 available fields to map.
Linking and syncing
Once you have mapped your fields, the next step is to link and sync them. Linking is the simple process of matching a Company or Contact in your HubSpot CRM to PitchBook. Once linked, you then sync the Company, which imports information from PitchBook into your HubSpot CRM.
Linking process
To link a Company, start by finding that Company in HubSpot. When a Company object is linked, the connection is made, and the data from PitchBook can be imported to your HubSpot CRM.
1. To link a company, start by viewing the company in HubSpot. Once on your chosen company overview on HubSpot, head to the right-hand side of the screen. Scroll to the PitchBook Plugin section and tap Link to PitchBook. Depending on your configuration on HubSpot, you may need to scroll to the bottom of the section on the right-hand side to find the PitchBook Plugin section.
2. From the pop-up window that follows, tap the Link button in the Action column next to the name of the company. Clicking this button links the Company on HubSpot to PitchBook and opens the PitchBook widget within your HubSpot CRM.
3. From the widget, you can see the PitchBook profile for the company without opening the PitchBook Platform. The widget displays details about the company, including deal data, financials, and news, organized by tabs at the top.
Syncing process
After you link a Company using the steps mentioned above, it’s ready to sync. The syncing process transfers PitchBook data to the relevant custom PitchBook fields. This enables you to utilize PitchBook data across HubSpot, including in reporting and as an input to potential automation workflows. The custom fields are specific data points available on PitchBook that you can view in your HubSpot CRM.
1. To sync, head to the linked company on HubSpot. From the right-hand side of the screen, scroll to the PitchBook Plugin section and tap the View PitchBook Profile button.
2. From the pop-up window, select PitchBook Sync in the top right-hand corner. Clicking this button opens a sync window showing which fields will populate for that company, existing data in those fields, and the PitchBook data that will be imported.
3. Tap the specific fields you would like to sync from the PitchBook Data column. Then tap the blue Sync button at the top of the page. A green message stating “Sync Successful” appears when the syncing has finished processing.
4. Close the window using the white x at the top of the window to return to the company overview and see the PitchBook data fields you have selected there in your HubSpot CRM. Both linking and syncing are unlimited, meaning you can perform as many links and syncs as you need.
Auto-linking and syncing
As well as the method explained in the steps above, the HubSpot Plugin also features an automatic linking and syncing feature. This means once you install the HubSpot Plugin, every Sunday at 5:00 a.m. Eastern Standard Time (EST), PitchBook profiles will automatically link based on exact matches of company names within your HubSpot CRM.
Once a Company is linked, it will continue to automatically update every week. This occurs every Sunday at 5:00 a.m. Eastern Standard Time (EST).
Troubleshooting
Our dedicated team can support you if you’re having technical issues installing or using the HubSpot Plugin. This may involve checking permissions and connection with your IT team. Before contacting the support, gather the following bits of information:
- When did the issue start happening?
- What were you doing when the issue happened?
- Is the issue only happening to you, or is it happening to others as well?
- Gather screenshots of the error or issue.
Email this information over to [email protected] and they can assist you from there.