Zapier

With Zapier, you can easily automate your workflow by connecting DealBuilder to over 5,000 apps and systems — without the need for coding. Send agreements, update your CRM, or automate tasks across systems using Zapier's pre-built integrations.

‍Automate Your Workflow with Zapier and DealBuilder

Zapier is a powerful platform that lets you connect DealBuilder to thousands of apps and systems without writing a single line of code. With Zapier, you can easily automate repetitive tasks, reduce manual work, and ensure that data flows seamlessly between the tools you already use.

With Zapier's automated workflows (called Zaps), you can, for example:

  • Update your CRM system, such as Salesforce, HubSpot, or Pipedrive, when a new agreement is signed in DealBuilder.
  • Send notifications in Slack or Microsoft Teams whenever an agreement is approved.
  • Store signed documents automatically in cloud storage like Google Drive or OneDrive.
  • Create and update spreadsheets in Google Sheets or Microsoft Excel based on agreement status.
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How Does Zapier Work?

Zapier uses a simple and user-friendly interface where you build workflows by choosing a trigger (e.g., "New agreement signed in DealBuilder") and then adding actions (e.g., "Update Salesforce"). The platform is highly flexible and allows you to customize integrations to fit your specific needs perfectly.

You can start with pre-made templates or build custom Zaps that streamline how you use DealBuilder alongside your existing systems.

Need Help Setting Up Integrations?

You can choose to set up the integrations yourself using Zapier, or get help from one of our integration partners. They can build custom solutions based on your specific needs. Our partners have extensive experience in setting up integrations between DealBuilder and a wide range of popular systems, allowing you to save time and get started quickly.

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Examples of Popular Integrations for DealBuilder Users:

  • Salesforce
  • HubSpot
  • Pipedrive
  • Slack
  • Microsoft Teams
  • Google Drive
  • OneDrive
  • Google Sheets
  • Microsoft Excel
  • ... and many more!

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Get Started with Zapier Today!

By using Zapier, you can get even more out of DealBuilder — faster workflows, less manual work, and seamless processes.

👉 Read more about Zapier and available integrations here.