Connect CB Insights and Zapier Tables to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate CB Insights with Zapier Tables - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Get Business Relationships" from CB Insights.

Add your action

An action happens after the trigger—such as "Calculate Summary Formula" in Zapier Tables.

You’re connected!

Zapier seamlessly connects CB Insights and Zapier Tables, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization ID
  Required
- Limit
Trigger
Polling
Try It
- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Trigger
Polling
Try It
- The exact name of an organization to query.
- The URL of an organization to query.
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It

- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write

- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or write

- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Trigger
Polling
Try It
- The organization id of the deal to fetch.
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Field
  Required
- Summary Formula
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Calculate Field
  Required
- Aggregate Function
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Name
- Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

For AI agents & developers

Use CB Insights and Zapier Tables with AI agents and code

Beyond Zap workflows. Call CB Insights and Zapier Tables actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose CB Insights and Zapier Tables actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Search for Deals
Calculate Summary Formula

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger CB Insights and Zapier Tables actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cb-insights / zapier-tables action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CB Insights and Zapier Tables to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zapier Tables on the Zapier blog

Make work flow with AI

Level up your CB Insights to Zapier Tables integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CB Insights

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.

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Related categories

Business Intelligence

About Zapier Tables

Zapier Tables is a no-code database built for automation.

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