How to Automate ICP Qualification Using Pitchbook with TypeScript

Sales and revenue teams often spend extensive manual effort on lead prioritization and qualification, repeatedly visiting Pitchbook, extracting prospect data, and manually scoring each prospect against key criteria. Such manual processes result in inconsistencies, data inaccuracies, and wasted time, significantly slowing down sales momentum and outreach efficiency.

Airtop's automation, combined with TypeScript, solves this challenge by reliably automating the entire ICP scoring process. With Airtop's real browser sessions and full login support, including OAuth, 2FA, and Captcha handling, this automation securely logs into Pitchbook, systematically extracts precise prospect data, and reliably produces structured ICP scores in JSON format. This allows sales teams to prioritize leads accurately, align outreach effortlessly, and streamline their prospecting workflow.

Who is this Automation for?

• Sales Operations Analysts

• Revenue Engineers

• Growth Developers

• Business Intelligence Teams

Key Benefits

• Authenticated access with OAuth, 2FA, and Captcha support

• Reliable extraction through real browser sessions

• Structured data output in JSON for seamless integration

• Fully customizable scoring logic using TypeScript

Use Cases

• Automate daily prospect scoring updates directly from Pitchbook

• Automatically populate CRM and sales tools with prioritized lead data

• Efficiently assess and manage new business opportunities at scale

• Quickly identify high-value prospects based on tailored ICP scoring criteria

Getting Started with the ICP qualification using Pitchbook Automation

Begin quickly prioritizing your leads by automating ICP scoring with Airtop and TypeScript.

How the ICP qualification using Pitchbook Automation Works

The automation securely authenticates into Pitchbook using Airtop's managed browser environment, navigating seamlessly past authentication barriers like OAuth, 2FA, or Captchas. After logging in, the automation precisely navigates to target prospect pages to automatically extract essential profile data. Using customizable TypeScript logic, it evaluates each prospect according to your defined Ideal Customer Profile (ICP) criteria, then outputs structured ICP scores in JSON format that can be directly integrated into your existing sales workflow and tools.

What You'll Need

• An active Airtop account

• Pitchbook subscription and valid login credentials

• Node.js with TypeScript development environment set up

Setting Up the Automation

1. Create a new automation instance within Airtop.

2. Provide your Pitchbook login credentials securely inside Airtop.

3. Define the key ICP scoring criteria as parameters in your TypeScript file.

4. Run a test instance of the script, adjusting parameters as needed.

5. Deploy the final automation to routinely extract and deliver structured ICP scores.

Customize the Automation

Easily adapt your lead qualification automation using Airtop and TypeScript:

• Modify TypeScript logic to integrate different ICP scoring methodologies or weighted criteria.

• Extract additional prospect fields from Pitchbook profiles as needed.

• Automatically send qualified prospect scores to Slack, CRM systems, or BI dashboards.

• Setup scheduled runs to match your team's daily or weekly prospecting cadence.

Automation Best Practices

• Regularly review and modify scoring criteria to maintain accuracy.

• Leverage Airtop logging and monitoring features to handle and debug potential issues promptly.

• Utilize Airtop's concurrency options to quickly process large lead lists efficiently.

• Implement error handling in TypeScript to gracefully manage data discrepancies or incomplete profiles.