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.
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