DealPage | Integrate with Salesforce

Keep DealPage in Sync with Your CRM

Automatically import customer information from Opportunities into DealPage

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Import and Sync Opportunities

Connect a Salesforce Opportunity to a DealPage Deal in one click. Import status, dates, line items, contacts, notes, messages, and more to your Deal library.

Get Answers About Opportunities

Ask DealPage for information about any of your synced Deals and get an answer instantly. Generate deal summaries, suggested action items, and more!

Generate Personalized Content

DealPage uses information about your customer to personalize all of the content it generates through document workflows. This ensures material you generate is written specifically for its audience.