• Integrating Salesforce with MadeMarket gives investment banks a way to keep their firmwide CRM in place—while empowering deal teams with tools built specifically for sourcing and closing more deals.
• Flexible sync settings let firms control how data moves between platforms, ensuring consistency without compromising internal workflows or compliance requirements.
• Key deal, relationship, and activity insights from MadeMarket appear directly inside Salesforce—keeping broader teams aligned while letting bankers stay focused on execution.

Why Integrate MadeMarket with Salesforce?

For investment banks already using Salesforce, integrating it with MadeMarket allows deal teams to harness the power of a platform purpose-built for investment banking—while staying connected to the broader systems their firm relies on.

Many firms have invested heavily in Salesforce—whether to support internal reporting, compliance, or because other departments like marketing or investor relations rely on it. Even when it’s not ideal for dealmakers, switching away from Salesforce may feel off-limits. That’s exactly why we built this integration.

Unlike Salesforce, which is built largely around sales and marketing workflows, MadeMarket is purpose-built for investment banking. It gives your team more than just deal execution tools—it provides more visibility into your deals, relationships, and a variety of actionable business insights deigned to help bankers close more deals, faster.

Rather than forcing your team to choose between platforms, MadeMarket’s Salesforce integration connects your investment banking workflows to the broader CRM infrastructure your firm is already using. Your most critical contact and firm data—along with real-time deal and relationship insights—sync seamlessly between systems, ensuring your team always has access to the full picture. This means better decisions, stronger execution, and faster deal flow—no matter where your team is working and a single source of truth—no matter which platform they’re in.

Want to know how MadeMarket compares to Salesforce? You can read our comparison here.

With MadeMarket’s Salesforce Integration, you can:

• Sync contacts and firms between platforms automatically, eliminating redundant data entry and ensuring your team always works from complete, up-to-date records—no matter where they log in.
  
• Control how data syncs with flexible, field-level settings, giving your firm the ability to prioritize Salesforce, MadeMarket, or enable two-way updates based on your workflow needs and compliance standards.
  
• Access MadeMarket’s purpose-built deal and relationship insights directly within Salesforce, including active opportunities, past deal involvement, and engagement history—giving deal teams the context they need without switching platforms.
  
• Maintain separation where needed, by excluding specific fields or data types from sync—ideal for teams that want transparency without giving up control.
• Improve team productivity and decision-making by ensuring both platforms reflect the most accurate and actionable data—minimizing friction across teams and systems.
  
• Customize the integration to fit your workflow, whether Salesforce is your firm’s system of record, a shared firmwide platform, or just one piece of your tech stack

Sync Options and When to Use Them

MadeMarket’s Salesforce integration gives your team control over how contact and firm data flows between platforms—so you can tailor the sync to match your firm’s specific needs and workflows.

• ‍Keep Salesforce as your source of truth: If your firm wants Salesforce to remain the primary source of truth, you can configure the integration so that Salesforce data is used whenever available, while MadeMarket fills in any missing gaps. This setup works well for firms that have built reporting or compliance workflows in Salesforce, but want to enhance their data completeness with what’s captured in MadeMarket.‍
• Sync both ways, intelligently: If your team actively updates both platforms, you can enable two-way syncing that keeps the most recently updated value from either system—without letting blank fields overwrite existing information. This helps keep everything aligned and up to date, while avoiding the risk of losing valuable data.‍
• Exclude fields when needed: If there are fields or types of information you want to keep separate—such as internal banker notes or context-specific fields—you can exclude them entirely from the sync. This gives your team the flexibility to control what’s shared and what stays within each platform.

Viewing MadeMarket Data in Salesforce

MadeMarket’s Salesforce integration gives you seamless access to high-value MadeMarket insights—right from within your Salesforce environment. Using a dedicated MadeMarket tab embedded inside each Salesforce contact record, your team can view deal activity, relationship engagement, and pipeline context without ever leaving Salesforce.

This is especially valuable for firms where deal teams rely on MadeMarket, but leadership, compliance, or marketing teams still operate in Salesforce. By surfacing key MadeMarket insights inside Salesforce, you make high-quality deal and relationship context available to broader stakeholders—without disrupting workflows or creating duplicate effort. It’s a smarter way to keep the entire firm aligned around what's happening in the pipeline.

The integration surfaces MadeMarket’s most critical, banker-specific context inside Salesforce—so anyone in your firm can instantly understand the relationship history, deal exposure, and engagement activity tied to a contact. It’s a simple way to bring investment banking intelligence into a broader CRM tech stack.

What You’ll See in the MadeMarket Tab

The MadeMarket tab provides a snapshot of the contact as they appear in MadeMarket, with sections designed to surface the context bankers need to take action:‍

• ‍Contact Overview: Displays core contact details from MadeMarket, including email, phone number, and associated firm.‍
• Deals: Shows all deals the contact is currently or was previously involved in—instantly revealing deal history and touchpoints.‍
• Opportunities: Highlights active and inactive opportunities linked to the contact, helping you stay on top of pipeline and track past prospects.‍
• Activity Feed: Shows a chronological view of engagement—including emails, meetings, and notes—so you always know the latest interaction.‍
• Tasks: Lists completed and upcoming tasks related to the contact, helping you manage follow-ups, accountability, and next steps.‍
• Files: Displays all documents tied to the contact, such as NDAs, CIMs, presentations, or internal notes—making critical information easy to find when you need it.

By surfacing this context-rich information inside Salesforce, the MadeMarket tab helps streamline workflows, break down silos, and ensure that everyone—from analysts to MDs—has access to the insights that drive deals forward.

Looking ahead with MadeMarket and Salesforce

If your team uses Salesforce to manage parts of your relationship data—or your firm has invested heavily in building around it—MadeMarket’s Salesforce integration helps you move forward without leaving anything behind. By connecting Salesforce to a platform purpose-built for investment banking, you can give your deal team the tools they need to compete—without disrupting the systems others depend on.

This integration empowers your firm to operate more efficiently across platforms, reduce friction, and deliver banker-specific value at every stage of the deal. It’s a smarter way to align your infrastructure with how modern deal teams actually work.

Curious how MadeMarket compares to Salesforce and other CRMs? Explore our competitor comparison pages here to see why investment banks are choosing MadeMarket to complement—and in many cases, replace—generic CRM solutions.