We're thrilled to announce our latest new feature in DealRoom's DealBox – DealBox CRM Sync: A powerful way to sync specific files or folders directly to your CRM account. 

Forget about manual data entry and tedious uploads, and say hello to effortless synchronization with popular CRM platforms such as Salesforce, MSD, HubSpot, and FreshSales CRM.

With DealBox Sync, sellers within your organization can now easily keep their CRM accounts up to date with the latest files and folders, ensuring enhanced productivity, accurate data, and streamlined workflows. Whether it's sales presentations, contracts, or important documentation, syncing relevant files right from the DealRoom has never been easier!

DealBox View:

CRM View: