• MadeMarket integrates with many of the key tools investment banks rely on every day.
• As a purpose-built CRM for investment bankers, MadeMarket connects these tools in ways that align with your data, workflows, and deal processes.
• Some of our most important integrations include Salesforce, PitchBook, Outlook, CapLinked, and Mailchimp—and we’re always adding more.

Investment banks rely on a wide range of tools to manage relationships, drive business development, and execute complex transactions. That’s why MadeMarket integrates with many of the most essential platforms in the industry—tools like Salesforce, PitchBook, and CapLinked.

But it’s not just about connecting systems—it’s about connecting them in a way that makes sense for investment bankers. MadeMarket’s purpose-built platform is designed to handle the unique data, workflows, and deal dynamics of investment banking—seamlessly integrating your most important tools so your team can work faster, collaborate better, and close more deals.

And we’re not stopping here—MadeMarket is constantly expanding its ecosystem, building new integrations that help your firm stay connected and competitive in a fast-moving market.

Below is a list of some of our most important integrations—and how they help investment bankers get more done.

Salesforce

Salesforce is a general-purpose CRM many firms use to manage contacts, companies, and pipelines. But because it wasn’t built for investment banking, teams often fall back on Excel for deals—creating silos and duplicate data entry.

What Can MadeMarket Do With Salesforce?

MadeMarket’s Salesforce integration syncs contacts and firms automatically, so updates flow both ways without manual effort. Teams can see deal history and tasks from MadeMarket inside Salesforce, keeping data aligned and easy to access.

Why It Matters for Investment Bankers

For banks that keep Salesforce as their system of record, this integration connects MadeMarket’s deal tools to existing workflows—eliminating double entry, protecting data integrity, and giving bankers a front-end they actually want to use.

Learn more about MadeMarket’s Salesforce integration.

Outlook/Office 365

Microsoft Outlook and Office 365 are essential email and calendar platforms used across the industry to manage client communication and scheduling.

What Can MadeMarket Do With Outlook/Office 365?‍

MadeMarket integrates seamlessly with Outlook and Office 365, syncing emails, meetings, and calendar events with deal, project, and contact records.

With calendar syncing, events link directly to MadeMarket so bankers can log meetings faster, connect activities to deals or contacts, and keep pipelines up to date. And post-meeting follow-up reminders make it easy to capture deal notes while details are fresh.

Users can also get email reminders after meetings and reply directly to those reminders to log notes instantly—saving time and ensuring nothing slips through the cracks.‍

Why It Matters for Investment Bankers

Every interaction counts in dealmaking. This integration eliminates manual logging, ensures no key touchpoint is missed, and keeps deal pipelines up to date—helping bankers stay aligned and focused.‍

Outlook Email Add-In‍

Outlook is where dealmakers spend a huge part of their day, which is why MadeMarket’s Outlook Add-In brings deal and project management tools right into the inbox.

What Can MadeMarket Do With the Outlook Add-In?‍

With the Add-In, bankers can log emails, update deal tasks, attach activities to projects, and capture meeting notes—without ever leaving Outlook. Tasks and activities automatically sync back to MadeMarket, keeping pipelines accurate and up to date in real time.

Why It Matters for Investment Bankers‍

Instead of toggling between platforms or forgetting to log tasks, bankers can manage deals as they work through their email. This integration saves hours of manual updates, improves data quality, and keeps teams aligned—so no follow-up or task falls through the cracks.

Microsoft 365 Contact Sync

Microsoft 365’s contact sync keeps a shared, up-to-date directory across all users in the Microsoft ecosystem.

What Can MadeMarket Do With Microsoft 365 Contact Sync?

The integration ensures that contacts created or updated in MadeMarket are automatically synced across the firm’s Microsoft 365 environment—keeping everyone’s contact lists aligned.

Why It Matters for Investment Bankers

This integration reduces manual updates, improves collaboration, and ensures every banker has access to the latest contact information—streamlining communication and execution.

Gmail/Chrome Extension‍

Gmail is a go-to email platform for many investment bankers, and MadeMarket’s Chrome Extension brings powerful email tracking and activity logging right into your browser.

What Can MadeMarket Do With Gmail?‍

With the Chrome Extension, bankers can track when emails are opened in real time, log activities, save new contacts, and link emails directly to the right deals or target lists—all without leaving Gmail. This keeps relationship data accurate and connected to live deal workflows as you work.

Why It Matters for Investment Bankers‍

Knowing exactly when a recipient opens an email helps bankers follow up at the right moment and tailor outreach more effectively. By combining real-time tracking with seamless logging and targeting, MadeMarket’s Gmail integration helps teams boost engagement, personalize follow-ups, and maintain better data—without extra manual work.

PitchBook

PitchBook is a market-leading data platform for private capital markets, providing insights on companies, investors, deals, and market trends.

What Can MadeMarket Do With PitchBook?

By integrating PitchBook with MadeMarket, firms can map data directly to firm records, access points of contact, and enrich deal profiles with industry, ownership, and funding details. Users can create new firms in MadeMarket using PitchBook data, reducing manual entry.

Why It Matters for Investment Bankers

PitchBook is a go-to resource for dealmakers. Connecting it directly to MadeMarket streamlines the sourcing process, eliminates duplicated effort, and ensures deal teams have the context they need to prioritize opportunities quickly.

Sourcescrub

Sourcescrub is a data platform that helps investment bankers discover, research, and track private companies—especially founder-owned or hard-to-find businesses across niche markets.

What Can MadeMarket Do With Sourcescrub?

With the Sourcescrub integration, MadeMarket users can pull in new Sourcescrub contacts and refresh existing firm or target list records directly in the platform. From any firm or target list record, users can import Sourcescrub contacts and add them to the relevant deal or list, keeping data fresh and comprehensive.

Why It Matters for Investment Bankers

Sourcescrub helps bankers identify and prioritize new opportunities. The integration eliminates manual contact updates, reduces redundant research, and keeps your target lists actionable—saving time and enabling better outreach decisions.

CapLinked

CapLinked is a virtual data room (VDR) platform designed for M&A transactions. It provides features like document control, customizable permissions, activity tracking, watermarking, and enterprise-grade security.

What Can MadeMarket Do With CapLinked?

MadeMarket’s CapLinked integration brings VDR functionality directly into your deal workspace. Users can launch a CapLinked VDR, invite contacts, manage permissions, and track activity from within MadeMarket—streamlining the management of sensitive deal documents.

Why It Matters for Investment Bankers

VDRs are critical for managing transactions securely. With the CapLinked integration, bankers can manage files, permissions, and activity without switching systems—helping teams work faster, reduce admin, and keep sensitive data protected.

PandaDoc

PandaDoc is a document generation and e-signature platform designed to streamline the creation, distribution, and signing of essential documents like NDAs, engagement letters, and CIMs.

What Can MadeMarket Do With PandaDoc?

The integration lets you build, send, and track PandaDoc documents directly within MadeMarket. Users can create templates, autofill target data, and attach documents to deal distributions—keeping everything in one place.

Why It Matters for Investment Bankers

Bankers need to move fast. The PandaDoc integration eliminates version control headaches, reduces manual data entry, and embeds document generation directly into deal workflows—saving time and reducing errors.

Mailchimp

Mailchimp is an email marketing platform used to create and distribute newsletters, announcements, and firm updates.

What Can MadeMarket Do With Mailchimp?

The integration syncs contacts and lists between MadeMarket and Mailchimp, simplifying the process of distributing branded emails and keeping lists current.

Why It Matters for Investment Bankers

Investment banks often send deal announcements or newsletters to a large audience. This integration ensures marketing lists are accurate, saves time, and reduces the risk of errors in outreach.

Constant Contact

Constant Contact is an email marketing platform used to create and manage campaigns like newsletters and firm updates.

What Can MadeMarket Do With Constant Contact?

The integration allows users to import email campaign activity into MadeMarket and push contacts from the CRM into specific Constant Contact lists—keeping marketing data aligned with deal data.

Why It Matters for Investment Bankers

This integration eliminates manual list management, keeps campaigns targeted, and ensures that marketing efforts reflect the most current CRM data—making outreach faster and more effective.

Zapier

Zapier is an automation platform that connects different software tools, enabling workflows across applications without code.

What Can MadeMarket Do With Zapier?

The Zapier integration lets firms trigger automated actions—like notifications or contact updates—between MadeMarket and hundreds of other tools.

Why It Matters for Investment Bankers

Bankers don’t have time for manual tasks. Zapier automates data flows and notifications across systems, reducing errors and keeping teams focused on execution.

To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!