MCP connector · Sales intelligence

Account research from CB Insights in every deal gameplan

Arrows uses CB Insights to read a private company’s funding, investors, competitors, and news before a rep talks to them. Agents pull that research into pre-call briefs and gameplans, so reps walk in knowing whether the account just raised, bought a company, or picked up a new competitor. It reads only; nothing changes in CB Insights.

Book an agent kickoff

How Arrows works with CB Insights

  • When a first call with a new account is on Google Calendar for tomorrow

    Pull the account’s funding, investors, and competitors from CB Insights into the pre-call brief

    WorkingBrief readyRuns on its own

  • When the buyer says they’re also talking to a competitor on a Fathom call

    Read that competitor’s funding and recent news in CB Insights and add talking points to the gameplan

    WorkingGameplan updatedRuns on its own

  • Every Monday, for each open deal

    Check CB Insights for news on the account, like a new funding round or acquisition, and flag it on the HubSpot deal

    WorkingSignal flaggedRuns on its own

  • A rep asks Arrows how the buyer’s business is doing

    Read the account’s revenue, funding, and outlook in CB Insights and answer with the numbers

    WorkingAnswer readyRuns on its own

You decide what runs on its own

Every CB Insights action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
CB InsightsExample settings
  • Search companies
  • Read funding and investors
  • Read competitors and markets
  • Read company news and outlook
  • Read acquisitions, exits, and revenue

How Arrows connects to CB Insights

  1. In Arrows, open Connectors, then Marketplace, and choose CB Insights.
  2. Click Connect and sign in to CB Insights.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.

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Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call