Integrations
Connecting Your Tools
How integrations work in DealMachine: connecting a tool, what they can do, and where to manage them.
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Apps & Integrations
Integrations live under Settings → Apps & Integrations. From there you connect a tool, then choose what it does: sync records, enrich them with DealMachine data, run automations, or send through it.
What integrations can do
- Sync: watch your CRM for new and updated contacts
- Enrich: match those contacts to DealMachine property and owner data
- Write back: push the enriched fields into your CRM
- Send: reach contacts through a connected tool
- Automate: run rules automatically when something changes
Connect a tool
Open Apps & Integrations
Go to Settings → Apps & Integrations to see what is available and what is already connected.
Connect and authorize
Some tools connect with a secure sign-in, others by pasting an API key from that tool. DealMachine stores credentials encrypted.
Choose what it does
Enable the capabilities you want: sync, enrichment, writeback, send, and any automation rules.
Who can connect integrations
Connecting and managing integrations is an admin capability on workspaces where the feature is enabled. If you do not see Apps & Integrations, check with your workspace admin.
Start with HubSpot
See how a CRM integration enriches and syncs your contacts end to end.
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