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How do I forward deals to my CRM?
How do I forward deals to my CRM?
Updated over a week ago

If you have an existing CRM for managing your deals you can connect DealMachine to it using Zapier.

Zapier connects all types of apps together.

Here’s a link to setup Zapier for DealMachine

Click that link and setup your free Zapier account (if you don't have one already). Then select DealMachine inside Zapier. (If you don't see DealMachine click that link again after you create and login to your Zapier account).

Select an action from DealMachine, such as "New Deal Added."

Then find your CRM within Zapier, and select "Create New Deal in my CRM."

That's it! Now every new deal you create in DealMachine will forward to your CRM.

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