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PitchBook Plugin for Salesforce
This plug-in integrates PitchBook profiles, contacts and leads with SFDC
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Sales Cloud
The PitchBook Plugin for Salesforce is an add-on module for existing users of the PitchBook Platform to integrate PitchBook data directly into Salesforce.com, providing unparalleled intelligence on the private equity, venture capital and M&A industries.
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Showing 5 of 5 Reviews
Only 1 Org to Connect, Missing Integration User w. Minimum Access & Unable to Deactivate Trigger
This app / integration can only be tested in 1 org at the time. Pitchbook does not allow for connecting multiple orgs (e.g. sandboxes) to ones' pitchbook account. And this is 2025... Documentation also specifies the "Salesforce Plugin Admin", but they should really have been clear how to create the integration user to have minimum access - we don't want to hand the keys to the kingdom to Pitchbook and risk a Salesloft Drift issue. Also, when one does data migration, the records are always triggering the integration. The app currently has no way of disabling triggers (e.g. via custom settings), and thus you might get apex errors upon migration.
Does anybody a call
I am trying to install this software for few months and no one has called.
No way to install!
I have tried to install this plug in 3 times, and it says company will contact me to install with instructions. I have not been reached out to at all. How am I supposed to install this? Please assist ASAP.
Best in class product, great data, and exceptional staff
We love Picthbook. We use their core product and was very excited to find they had an SF integration. Their staff has been wonderful in making sure we get the answers we need and have been great to work with. The app is very useful and it is easy to search and sync an Account Object with their data.
Accurate Data and Smooth Integration
Keeping data accurate and up to date is a breeze with this plug-in. Really appreciate the flexibility to customize mapping of PB fields to default/custom Salesforce fields. Highly recommended.
I would give them at call.