For many private equity fund managers, Salesforce is the source of truth for investor relationships. But managing investor onboarding from a separate system creates extra steps, manual data entry, and delays in tracking progress. Passthrough’s new Salesforce integration solves this by seamlessly connecting your CRM to your investor onboarding workflow.
Now, the actions you take in Salesforce can automate investor invites, prepopulate investor data, track real-time status updates, and sync completed documents—without any R&D work on your end.
Seamless Data and Workflow Integration
With Passthrough’s Salesforce integration, you can:
• Prepopulate investor information in subscription documents using data already stored in Salesforce
• Automatically send Passthrough invites based on actions you take in Salesforce, like when you move an investor to a specific stage
• Sync live status updates back to Salesforce, so you can track your fundraise in real time without logging into Passthrough
• Automatically update records when documents are completed and submitted
Less Admin Work, More Fundraising
This integration eliminates tedious manual steps like sending invites, tracking investor progress, and keeping CRM records up to date. Instead, fund managers and IR teams can:
• Automate investor invites and document collection
• Get real-time reporting on fundraising progress directly in Salesforce
• Reduce time spent on administrative tasks while keeping teams aligned
Flexible Setup—No R&D Required
Passthrough’s Salesforce integration is configurable to fit your existing workflows—whether you track investors by stage, opportunity, or another system. All it takes is a Salesforce admin to set up. No engineering work needed.
Fundraising, Without the Bottlenecks
With Passthrough + Salesforce, your investor onboarding works exactly how you need it to—without extra logins, manual data entry, or disconnected workflows.
Want to see it in action? Schedule a demo today.
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