Help: PitchBook Salesforce CRM Plugin user guide
Learn about PitchBook’s Salesforce CRM Plugin, including installing, linking accounts, field mapping, and troubleshooting.
The PitchBook Salesforce Plugin allows you to view and import PitchBook information directly into your Salesforce environment. This makes capturing leads, building out accounts, and refreshing data even simpler. With the plugin, you can create a list of potential clients in PitchBook and then bring those leads right into your CRM.
You can import details for contacts, investors, companies, advisory firms, limited partners, and more. Our data syncs weekly, so you will automatically receive updates on industry intelligence, enabling superior reporting and analysis. This article holds all of our content on the Salesforce Plugin and outlines the setup and installation process, to help you get started today.
Not a PitchBook customer?
Follow the steps below to start your Salesforce integration journey with PitchBook:
- Head to the My PitchBook section at the top of the left-hand sidebar of the PitchBook Platform.
- Hover over Plugins & Apps and select Salesforce Plugin.
- Select the blue Contact your account manager button and send a message to our support team that you would like to set up the Salesforce integration.
The support team then works with your account manager and takes the necessary steps to set up the Salesforce connection on the PitchBook side.
Once this setup has been completed, your account manager will reach out to you and give you the necessary approval to go ahead with the installation on your system.
Once the Salesforce 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 Salesforce and the PitchBook Platform. This is where you specify which data in PitchBook should match or update your field in Salesforce.
When you integrate your Salesforce CRM with PitchBook, both systems may have the same information, but it may be named differently.
- To map the data, head to the Plugins & Apps section of the left-hand side-bar of the main PitchBook Platform. Select Salesforce Plugin from the fly-out.
- Next, from the Account Mapping tab, you will see PitchBook Field next to the Salesforce Field. If you’re happy with the matched fields and for PitchBook to automatically pull data into your Salesforce fields, check the Auto Sync box. You have access to 83 fields.
Ready to get started?
Once you have installed the Salesforce Plugin and mapped your fields, linking and syncing are the next steps.
Linking
Linking is the process of matching PitchBook profiles to accounts in Salesforce. Once you have installed the PitchBook Salesforce Plugin, PitchBook automatically tries to link your Salesforce objects with entities in PitchBook if it can find a match.
You can also manually link an account to PitchBook:
- Start by viewing the account in Salesforce that you want to link to PitchBook by typing the organization name into the search bar at the top of your Salesforce page. Once on the account, navigate to the Details tab.
- On the Details tab, you will see the PitchBook iFrame. The iFrame lists all the potential matches of the account on Salesforce to the PitchBook Platform. Search the list and click Link once you have identified the PitchBook profile you’d like to link with the account.
Syncing
If you want to pull PitchBook data into your Salesforce CRM on an ad-hoc basis, you can manually sync the account from within Salesforce.
1. Head to the account you have linked and tap the Details tab.
2. Tap the PitchBook Sync button at the top of the iFrame.
Every Sunday at 5 AM EST, PitchBook uses Salesforce Admin Credentials to update data fields on accounts that were manually synced using the PitchBook plugin.
Import contacts
The People tab of the PitchBook Plugin window displays a list of all contacts that PitchBook has for the company you are viewing. If you select a contact and then tap Import Selected, a new Contact profile will be created in Salesforce for that person. Each time you import a contact, it counts as one sync.
“PitchBook is the gold standard for data on privately-backed companies and the VC and PE ecosystem. Over the years they have expanded their coverage to provide excellent data on public companies and M&A as well, and have vastly increased the coverage on international companies. The platform is intuitive and easy-to-use and customer service is top-notch.”
Source : G2.com
Our dedicated team can support you if you’re having technical issues installing or using the Salesforce 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 protected] can then assist you from there.
PitchBook can sync to standard Salesforce objects for Lead, Contact, and Accounts. Standard mapping settings are below.
Lead Mapping
| PitchBook Field | Salesforce Field | Auto Sync |
| PitchBook ID* | PitchBook ID | N |
| First Name* | First Name | N |
| Last Name* | Last Name | N |
| Primary Entity* | Company | N |
| PitchBook Link | PitchBook Link | N |
| Email | Email | N |
| Title | Title | N |
| Biography | PB Biography | Y |
| Street | Street | N |
| City | City | N |
| Zip | Zip / Postal Code | N |
| State | State / Province | N |
| Country | Country | N |
| Phone | Phone | N |
| Fax | PB Fax | Y |
*Required fields.
Contact Mapping
| PitchBook Field | Salesforce Field | Auto Sync |
| PitchBook ID* | PitchBook ID | N |
| First Name* | First Name | N |
| Last Name* | Last Name | N |
| PitchBook Link | PitchBook Link | N |
| Email | Email | N |
| Title | Title | N |
| Biography | PB Biography | Y |
| Street | Street | N |
| City | City | N |
| Zip | Zip / Postal Code | N |
| State | State / Province | N |
| Country | Country | N |
| Phone | Phone | N |
| Fax | PB Fax | Y |
*Required fields.
Account Mapping
Basic
| PitchBook Field | Salesforce Field | Auto Sync |
| PitchBook ID* | PitchBook ID | N |
| Entity Name* | Account Name | N |
| Former Name | PB Former Name | Y |
| PitchBook Link | PitchBook Link | Y |
| Firm Type | PB Firm Type | Y |
| Firm Sub Type | PB Firm Sub Type | Y |
| Website | Website | N |
| Employees | PB Employees | Y |
| Year Founded | PB Year Founded | Y |
| Phone | Account Phone | N |
| Fax | Account Fax | N |
| Description | Account Description | N |
| Street | Shipping Street | Y |
| City | Shipping City | Y |
| Zip | Shipping Zip / Postal Code | Y |
| State | Shipping State / Province | Y |
| Country | Shipping Country | Y |
| Global Region | PB Global Region | Y |
| Global Sub Region | PB Global Sub Region | Y |
| Primary US Region | PB Primary US Region | Y |
| Primary Contact Name | PB Primary Contact Name | Y |
| Primary Contact Title | PB Primary Contact Title | Y |
| Primary Contact Email | PB Primary Contact Email | Y |
| Primary Contact Phone | PB Primary Contact Phone | Y |
| Currency | PB Currency | Y |
*Required fields.
Company
| PitchBook Field | Salesforce Field | Auto Sync |
| Business Status | PB Business Status | Y |
| Ownership Status | PB Ownership Status | Y |
| Company Status | PB Company Status | Y |
| Financing Status | PB Financing Status | Y |
| Ticker Symbol | PB Ticker Symbol | Y |
| Exchange | PB Exchange | Y |
| Industry | PB Industry | Y |
| Industry Sector | PB Industry Sector | Y |
| Industry Group | PB Industry Group | Y |
| Business Status | PB Business Status | Y |
| Ownership Status | PB Ownership Status | Y |
| Company Status | PB Company Status | Y |
| Financing Status | PB Financing Status | Y |
| Ticker Symbol | PB Ticker Symbol | Y |
| Exchange | PB Exchange | Y |
| Industry | PB Industry | Y |
| Industry Sector | PB Industry Sector | Y |
| Industry Group | PB Industry Group | Y |
| Industry Code | PB Industry Code | Y |
| Verticals | PB Verticals | Y |
| Industries (All) | PB Industries (All) | Y |
| SIC Code | PB SIC Code | Y |
| Active Investors | PB Active Investors | Y |
| Date of Most Recent Round | PB Date of Last Round | Y |
| Most Recent Round Size | PB Last Round Size | Y |
| Most Recent Round Valuation | PB Last Round Valuation | Y |
| Last Round Status | PB Last Round Status | Y |
| Last round Type | PB Last Round Type | Y |
| Total Money Raised | PB Total Money Raised | Y |
| Enterprise Value | PB Enterprise Value | Y |
| Market Cap | PB Market Cap | Y |
| Revenue (TTM) | PB LTM Annual Revenue | Y |
| Net Income (TTM) | PB LTM Net Income | Y |
| EBITDA (TTM) | PB LTM EBITDA | Y |
| EBIT (TTM) | PB LTM EBIT | Y |
| Total Assets (FYE) | PB Total Assets (FYE) | Y |
| Total Debt (FYE) | PB Total debt (FYE) | Y |
| Dividend Yield (TTM) | PB LTM Dividend Yield | Y |
| P/E (TTM) | PB LTM P/E | Y |
| Earnings Per Share (TTM) | PB LTM EPS | Y |
| FY End Period | PB FY End | Y |
| TTM End Period | PB TTM End | Y |
| 52 Wk High | PB 52 Week High | Y |
| 52 Wk Low | PB 52 Week Low | Y |
| Average Volume | PB Average Volume | Y |
*Required fields.
Investor
| PitchBook Field | Salesforce Field | Auto Sync |
| Assets Under Management | PB AUM | Y |
| Dry Powder | PB Dry Powder | Y |
| Investor Status | PB Investor Status | Y |
| Investments in the Last 12 Months | PB LTM No. of Investments | Y |
| Active Investments | PB No. of Active Investments | Y |
| Pref. Investment Amount | PB Preferred Investment Amount | Y |
| Pref. Deal Size | PB Preferred Deal Size | Y |
| Pref. Company Valuation | PB Preferred Company Valuation | Y |
| Pref. EBITDA | PB Preferred EBITDA | Y |
| Pref. EBIT | PB Preferred EBIT | Y |
| Pref. Revenue | PB Preferred Revenue | Y |
| Pref. Invest. Horizon | PB Preferred Investment Horizon | Y |
| Pref. Invest. Types | PB Preferred Investment Types | Y |
| Pref. Geographies | PB Preferred Geographies | Y |
| Pref. Industries | PB Preferred Industries | Y |
| Pref. Verticals | PB Preferred Verticals | Y |
| Pref. Other | PB Preferred Other | Y |
| Last Inv Name | PB Last Inv. Name | Y |
| Last Inv. Date | PB Last Inve. Date | Y |
| Last Inv. Size | PB Las Inv. Size | Y |
| Last Inv. Type | PB Last Inv. Type | Y |
| Last Inv. Status | PB Last Inv. Status | Y |
| Last Inv Location | PB Last Inv. Location | Y |
| Last Inv Primary Industry | PB Last Inv. Primary Industry | Y |
| Last Inv. Lead Partner | PB Last Inv Lead Partner | Y |
| Last Inv. Lead Partner Title | PB Last Inv. Lead Partner Title | Y |
| Last Inv. Lead Partner Email | PB Last Inv. Lead Partner Email | Y |
| Last Inv Lead Partner Phone | PB Last Inv Lead Partner Phone | Y |
*Required fields.