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Native sync to the CRMs you already pay for, Slack pings on the events that matter, Zapier and Make for the long tail, and a REST API for everything else.
25 integrations
HubSpot
Bi-directional sync. Engagement events on deal timeline.
Setup guideSalesforce
Custom-object sync. Apex triggers. Lightning viewer.
Setup guidePipedrive
Activities and deal stages auto-update.
Setup guideAttio
Live event stream and bidirectional contact sync.
Setup guideCopper
Two-way contact + opportunity sync via the platform API.
Setup guideClose
Activities post to lead timelines; deal status sync.
Setup guideSlack
Per-channel deal rooms. Pings on second visits, signatures.
Setup guideMicrosoft Teams
Deal-room channels with the same event types as Slack.
Setup guideDiscord
Community-oriented event routing via webhook.
Setup guideGmail
Send tracked links from your Gmail compose window.
Setup guideNotion
Embed the viewer in Notion pages. Read receipts roll up.
Setup guideLinear
Issue creation on signature events; deal-room linking.
Setup guideAsana
Task auto-creation on proposal acceptance.
Setup guideMonday
Board updates from envelope and proposal events.
Setup guideStripe
Inline checkout, subscription billing, tax handling.
Setup guideQuickBooks
Invoice sync from order forms; revenue recognition.
Setup guideXero
Invoice + payment sync via the Xero API.
Setup guideMercury
Cash + revenue KPIs for investor updates.
Setup guideZapier
Official app. 80% of event types, no code.
Setup guideMake
Official app. Scenarios with conditional logic.
Setup guiden8n
Community node for self-hosted automation.
Setup guideSnowflake
Daily export of analytics & events to a destination warehouse.
Setup guideBigQuery
Same as Snowflake, BigQuery destination.
Setup guideWebflow
Embed viewers and forms in Webflow CMS pages.
Setup guideFramer
Embed the proposal viewer in Framer pages.
Setup guideWebhooks
25+ events, HMAC-signed, exponential-backoff retries.
OpenREST API
Bearer auth, per-key scopes, predictable resources, OpenAPI spec.
OpenZapier & Make
Official apps. 80% of event types with no code, custom code blocks for the rest.
OpenSDKs
Node, Python, Go, Ruby, PHP — every endpoint, one library each.
OpenIf your tool would meaningfully change a customer's Dataroom workflow, we'll co-build with you. Engineering support, joint marketing, fee share on referrals.
60-day trial. Every integration on day one.