Get companies you’re interested in automatically sent to Salesforce via deal feeds.

The CB Insights’ Salesforce integration allows you to push company data directly from a company profile or a search directly to Salesforce.

The next step based on customer requests was to automate the pushing of new and relevant companies that are of interest to you directly to your Salesforce without you having to do anything.

And that time has come.

You can now build a feed on Deal Search and have all future companies that meet that criteria automatically populate to Salesforce. So if you want:

• Every Silicon Valley technology company that raises seed or angel money
• Any medical device company with the word imaging in its description
• All Series A or B deals that Sequoia Capital or First Round Capital participate in
• Every acquisition or investment that Google, Google Ventures or Google Capital make

The possible feeds you can push to Salesforce are limitless in terms of permutations so it really just depends on what you need.

Let’s take the example above of “every Silicon Valley technology company that raises seed or angel money”.  Here is how you’d do that in 2 steps.

Step 1 – Run the Deal Search (see below).  Once done, click “Save Search & Create Feed”

Step 2 – Name your search and click the checkbox next to “Sync new results to my Salesforce Account” and hit the “save this search” button. At this point, any new companies that meet these criteria will be automatically pushed to Salesforce.

Once in Salesforce, the data for a company will look like this.

Want to integrate CB Insights data with your Salesforce account? Sign up for a trial account below.