CRM Integrations

Link DealPage to your CRM to automatically sync information from your deals including emails, notes, and documents. These items will be fully searchable in the context of a deal. Deals linked to a CRM are refreshed automatically daily. When new deals are created in your CRM, they will automatically be created in DealPage.

Messaging Integrations

You can chat with DealPage and send messages using our Messaging Integrations.

Web Integration

You can upload any content from the web to your knowledge base to be indexed. This includes articles, blog posts, and documentation. Web content will be shared via iFrame to maintain all original properties.

Web Web

Document Integrations

Import pages and files directly from Drive, Notion, Vanta, or Confluence. You can import documents to your knowledge base as content or directly to a deal to be used as shared collateral.