Integrations
DealBuilder + your systems = true!
DealBuilder can be integrated with many of the most used systems in the market.
DealBuilder can be integrated with HubSpot CRM. Click here to read more: HubSpot electronic signature
Microsoft Dynamics
DealBuilder can be integrated with Microsoft Dynamics 365 CRM. Get in touch here, and we will help you with more information about this.
Microsoft Excel
DealBuilder can be integrated with Microsoft Dynamics 365 CRM. Get in touch and we will help you with more information about this.
Microsoft Office
DealBuilder can be integrated with Microsoft Office 365. Get in touch here, and we will help you with more information about this.
Google Forms
DealBuilder can be integrated with Google Forms. Get in touch here, and we will help you with more information about this.
Trello
DealBuilder can be integrated with Trello. Get in touch here, and we will help you with more information about this.
Microsoft Teams
DealBuilder can be integrated with Microsoft Teams. Get in touch here, and we will help you with more information about this.
Discord
DealBuilder can be integrated against Discord. Get in touch here, and we will help you with more information about this.
Zapier
DealBuilder can be integrated with Zapier. Get in touch here, and we will help you with more information about this.
Salesscreen
Salesscreen is a sales motivation tool with solutions for sales boards, sales competitions and much more. Get in touch here, and we can tell you more about how you can use Salesscreen together with DealBuilder.
Salesforce CRM
DealBuilder can be integrated with SalesForce CRM. Get in touch here, and we will help you with more information about this.
DealBuilder can be integrated with PipeDrive CRM. Feel free to read more on our own pages about PipeDrive electronic signing and integrations.
Other systems?
Can’t find your system in the overview? Get in touch here, and we can see if DealBuilder can be integrated into your system. DealBuilder can be integrated with the vast majority of systems.
Do you want to look at options for integrating DealBuilder with your systems?
Get in touch here, and we will help you with any questions you may have.
DealBuilder has support for webhooks, which means that data from DealBuilder can be forwarded to other systems on given events.
An event could be, for example, that when a contract is signed, information from the contract must be forwarded to other systems, such as CRM systems such as HubSpot, Salesforce, Microsoft CRM, SuperOffice etc., updating communication channels such as Slack, Teams, Discord etc., or updating sales boards or financial systems.
A huge advantage of DealBuilder is that all content in the contracts that are signed is built up as structured data fields. This means that you have great flexibility to take the data you wish to pass on from the signed agreements to other systems.
Some examples of data fields that can be retrieved and passed on with webhooks are:
– Information about the customer (Company name, organization number, e-mail, telephone number, contact person at the customer, etc.)
– Information about who has sold (name of seller)
– What has been purchased (products, quantity, prices, cost of goods sold, start-up costs, running costs, etc.)
– Own fields that you have defined yourself
With this type of integration, you can digitize and automate many manual and/or analogue processes at your company.
Wouldn’t it be great if your systems updated automatically every time a customer signed a new agreement with your company?
DealBuilder can also receive data from other systems. Get in touch here to learn more about this.
