Your systems stay. The work finally connects.
DealDesk preserves the source, permissions, and deal context as work moves between inbox, storage, CRM, spreadsheets, chat, and client-ready outputs.
Connection health
8 sources. One deal record.
1,054 source threads
67 governed files
31 active deals
Approvals connected
Lease import
Google Drive — folder sync
Connect your Drive. Every lease in the folder becomes a deal in your pipeline with a queued abstractor, so you can screen deals faster and build a property database as a side effect.
Sign in to connectGmail
Send LOIs and outreach directly from your Gmail account. Today we request send-only permission; reply auto-import is on the roadmap.
Sign in to connectOutlook
Coming soonSend LOIs from Outlook, same flow as Gmail.
Export destinations
Connect the firm's Drive, Excel, Slack, and CRM. DealDesk publishes lease abstracts, LOIs, financial models, and tour books wherever your team already works.
Google (Drive · Sheets · Docs)
One Google consent unlocks Drive, Sheets, and Docs. Files are scoped to ones DealDesk created so IT review is clean.
Sign in to connectMicrosoft 365
OneDrive, Excel, Word, SharePoint via Microsoft Graph in one consent.
Sign in to connectOn the roadmap
Dropbox
Coming soonSync exports to a Dropbox folder.
Box
Coming soonPush deal artifacts into Box.
Notion
Coming soonMirror deals + LOIs into Notion pages.
HubSpot
Coming soonSync deal + contact data with HubSpot.
Salesforce
Coming soonSync deal + contact data with Salesforce.
QuickBooks
Coming soonPush commissions + invoices to QB.
Google Calendar
Coming soonTour scheduling reads / writes against your calendar so deals stay aligned with site visits.
Ready to wire DealDesk into your stack?
One free seat. Connect in two minutes. Cancel any time.