Salesforce + CB Insights

Append or add CB Insights data right into Salesforce. Stop manually keying data.

Get private market data on companies, investors, deals, and more right in Salesforce. Track companies, trends, and trigger events you care about.

Learn more about our Salesforce integration.

Always have fresh, accurate data

When you reach out to a company, you need to know that your intel on their investors, funding and customers is right. Go into every call or meeting with the confidence that your data is always fresh and accurate.

Discover new companies

Add new Accounts you find through CB Insights right into Salesforce – with just a click.

We pull data to feed into our CRM. CB Insights allows us to be far more efficient, so our 10-person team can perform the work of dozens of people.

Jason Mintz Partner and CTO, MVP Ventures
View success story

No more re-typing data

From company descriptions to the latest data on funding, customers, partners, competitors, and investors, never waste time typing it into Salesforce. 

Build a better pipeline

Use location, industry and company momentum data to find the companies that are both poised for growth and a match for your ideal characteristics.

Ready to enrich your Salesforce with our data?

Let’s talk.

Learn more about our Salesforce integration