Track your sales deals in Grok
Yes, you can connect Grok to a CRM for sales and deal tracking. Add Dealboard as a custom connector in Grok and it can read your live pipeline: ask about open deals, follow-ups and forecasts, or update deals with your approval. Pair it with Grok's live web and X search for context on every prospect.
Updated October 2026
Show my open deals grouped by stage.
Contract Sent / In Legal · Granite Bay, $320,000 (Michael)
Proposal Sent · Salient Health, $290,000 (Maya)
In Discussion · Tarn Technologies, $240,000 · Lockstep & Co, $165,000
Meeting Scheduled · Quartz Holdings, $195,000 · Northstar Bio, $78,000
Plus 2 more in New Deal. Want them as a table?
Your pipeline plus Grok's live search
Grok can search the web and X in real time. With Dealboard connected, it puts that news next to the deal it affects.
Search for news on Granite Bay this month. Does anything affect our deal?
Granite Bay announced a new CFO last week, along with a company-wide cost review.
Your deal is $320,000 in Contract Sent / In Legal, 18 days in. A new CFO often re-reviews pending contracts.
Want me to add a note to the deal so Michael has it before his next call?
What are people on X saying about Tarn Technologies' new launch? Add anything useful to our deal.
Mostly positive reaction to their analytics launch, and a few posts mention they're hiring integration engineers.
Add this note to Tarn Technologies (In Discussion, $240,000)? “New analytics product launched; hiring integration engineers, a likely budget owner for us.” You approve → Added.
What's stuck? Anything in the same stage for more than 10 days.
Three deals:
• Granite Bay, 18 days in Contract Sent / In Legal
• Tarn Technologies, 12 days in In Discussion
• Quartz Holdings, 11 days in Meeting Scheduled
Example conversations on Dealboard's sample workspace.
A real CRM behind Grok
Dealboard is more than a list of deals saved in an AI conversation. It's a visual deal tracker with custom pipeline stages, a leads inbox, deal history, reports, and Gmail and Google Calendar sync.
Your team works on the Dealboard board directly while you use Grok to ask questions or update deals. Every change Grok makes appears in Dealboard's activity feed. The information stays in one place.
How to connect Grok to Dealboard
- Step 01
Open Connectors
On grok.com, click Plugins in the sidebar, then New Connector → Custom.
- Step 02
Add Dealboard
Name it Dealboard and enter the server URL
https://app.getdealboard.com/mcp. - Step 03
Sign in
A Dealboard window opens. Sign in and approve Grok's access to your workspace.
- Step 04
Ask
Try: "Show my open deals grouped by stage."
Custom connectors may require a paid Grok plan. Disconnect anytime in Grok, or in Dealboard under Settings → Connected apps.
When Dealboard isn't the right fit
If your organization needs advanced sales automation, enterprise territory management or complicated quoting workflows, consider a more comprehensive CRM.
Dealboard is built for founders, sales teams and partnerships teams that need a straightforward, shared pipeline.
Frequently asked questions
Can I use Grok as a CRM?
You can use Grok as a way into a CRM. Connect Dealboard and Grok reads live sales data and makes updates you approve. Dealboard remains where your deals are stored.
How do I connect Grok to my CRM?
On grok.com, open Plugins, choose New Connector → Custom, and enter https://app.getdealboard.com/mcp. Then sign in to Dealboard and approve access.
Can Grok add or update deals?
Yes. Grok can add deals, move stages and log notes after you approve. Every change is recorded in Dealboard's activity feed.
Can Grok combine news about a prospect with my deal data?
Yes. Grok can search the web and X, then use the Dealboard connector to read or update the matching deal in the same conversation.
Can Grok show sales pipeline charts?
Grok answers in text. Interactive report cards are available in ChatGPT and Claude, and any report can be exported as a PNG from Dealboard.
Is Dealboard free with Grok?
Yes. Dealboard's free plan includes AI connections, one board, 30 active deals and unlimited teammates.
How do I disconnect Grok from Dealboard?
Remove the connector in Grok, or revoke access under Dealboard → Settings → Connected apps.
Get started
Connect your sales pipeline to Grok without changing how your team works in Dealboard.