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Every visit, sign, accept, and reply auto-creates a contact. Enriched from email, tagged by behavior, organized into lists and pipelines. Two-way sync with HubSpot, Salesforce, and Pipedrive, no Zapier band-aids.
Contacts · Active deals
427 contacts · synced to HubSpot 2m agoEvery visit, sign, accept, reply creates or updates a contact. Net-new entries get email-enriched in seconds.
Tagging rules trigger on visits, time-on-page, repeat opens, forwards. No more manual scoring.
Static lists, dynamic segments, smart audiences. Send the next update only to investors who opened the last one.
Stage-by-stage view of every deal or fundraise. Drag between columns, see deal value roll up.
HubSpot, Salesforce, Pipedrive — bidirectional, real-time. No Zap, no nightly delta, no broken mappings.
Find “everyone who read the pricing page twice and works at a SaaS” in one query.
If you live in HubSpot or Salesforce, Dataroom becomes the engagement layer underneath. Every visit, every signature, every reply syncs as a timeline event on the right record.
“Killed our HubSpot enrichment add-on, killed our manual data-entry SDR, killed three lists I had nightmares about. Contacts just appear, scored.”
Will it overwrite my HubSpot data?
No. Bidirectional sync with conflict-resolution rules you control per field. Source-of-truth pinned per property.
Do contacts unsubscribe globally?
Yes. Unsubscribe applies across all updates, proposals, and forms. CAN-SPAM and GDPR compliant.
Can I bulk-import a CSV?
Yes — dedup, enrich, tag, and assign owners on import.
60-day trial, sync from day one.