Plays well with your tools.

Read-only sync puts the latest email — subject and preview, never the full message — on the right deal and lead, and shows who's waiting on whom.

How Google sync works

Work deals without leaving your inbox — an embedded, editable deal and lead view right inside Gmail.

Get the extension

Your next meeting and past meetings surface on deals and leads automatically. Read-only, connected in two clicks.

How Google sync works

AI meeting notes attach to the matching deal within minutes of hanging up — matched by attendee email or company.

Dealboard + Granola

Connect Dealboard to Claude with a remote MCP connector. Ask about your pipeline, log calls, move deals, and pull reports as images.

Dealboard + Claude

The same MCP connector works in ChatGPT — read and update your pipeline, render Dealboard cards inline, export report images.

Dealboard + ChatGPT

Deal and lead alerts posted to the channel you choose — new leads, stage changes, and wins, formatted natively.

The same alerts as Slack, delivered as native Adaptive Cards in Teams.

Pipeline alerts as rich embeds, for teams that live in Discord.

Real-time triggers for new leads, new deals, stage changes, and wins — plus create actions. Connect thousands of apps, no code.

A dedicated plug-in pipes your existing form entries straight into the Dealboard leads inbox — with attribution.

HMAC-signed JSON webhooks for deal.created, deal.stage_changed, deal.won, and lead.created — point them anywhere.

Developer docs

The full API and the @dealboard/mcp server, included on every plan. Build lead scoring, sync jobs, or your own tools on top.

Developer docs