Dealbase integrations
Dealbase connects to the tools a mid-market sales team already runs. Email and calendar sync keep contact records current without manual entry, and the automation builder can trigger actions in Slack or any app reachable through Zapier.
Native integrations
| Integration | What it does | Plan |
|---|---|---|
| Gmail | Two-way email sync, send and log from the deal record, calendar events on the deal timeline. | Starter and up |
| Outlook | Two-way email and calendar sync for Microsoft 365 accounts. | Starter and up |
| Slack | Deal-stage and mention alerts posted to a channel, triggered from the automation builder. | Growth and up |
| Zapier | Connects Dealbase to over 6,000 apps through triggers and actions, no code required. | Growth and up |
API and webhooks
The Dealbase REST API and outbound webhooks let engineering teams sync deals, contacts and pipeline events with a data warehouse or an internal app. Webhooks fire on stage changes, new deals and closed-won events. See the product overview for how automation uses these events, and security for how API access is scoped.
Integration usage, measured
- 88% of accounts connect email sync in the first week, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 61% of Growth accounts post deal alerts to Slack or Microsoft Teams, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 44% of automation runs call at least one connected tool, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 2.6x more logged activities on accounts with calendar sync enabled, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 35% of Enterprise accounts use the REST API in their own tooling, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 40 x tools reachable through the Zapier connection, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 92% of connected accounts keep sync healthy month over month, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 74% of new accounts finish their first connection in week one, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
How these figures are measured
Benchmark figures come from the annual Dealbase survey of 412 B2B sales teams, run each January across company sizes from 10 to 200 seats and weighted so no industry dominates the sample. Telemetry figures are medians across around 1,200 customer accounts, drawn from anonymised product usage data with no account identifiable in the published numbers. Where a case study is quoted, the customer computed the figure from their own Dealbase reports over a named period and signed it off before publication. Dealbase publishes the method beside every number so a buyer can check the claim, repeat the calculation on their own data after adopting the product, and compare their first-quarter results against the same baseline the survey uses.
How the connections are built
Email and calendar sync use the native Google Workspace and Microsoft Outlook APIs with OAuth 2.0, so no passwords are stored. The Slack and Microsoft Teams apps post deal events into the channels a team already reads. Finance connections run through Zapier into Stripe Billing, QuickBooks Online and Xero Accounting. Documents return signed from DocuSign, and Zoom Meetings recordings attach to the deal timeline automatically. Everything else reaches Dealbase through the REST API and webhooks, documented with worked examples for every event type.
Build order for a new account
Connect email first, calendars second, the team channel third. The finance and document connections usually follow in week two, once the pipeline is live and the team trusts the data.
Tools and standards Dealbase works with
Email and calendar sync covers Google Workspace and Microsoft Outlook, including shared inboxes and Google Calendar scheduling. Notifications post to Slack channels and Microsoft Teams. Zapier connects Dealbase to more than 40 finance and messaging tools, including Stripe Billing, QuickBooks Online and Twilio SendGrid, and signed agreements flow back from DocuSign. Recordings from Zoom Meetings attach to the deal timeline. The REST API and webhooks run on OAuth 2.0, data is encrypted with TLS 1.3 in transit and AES 256 at rest, and hosting runs on Amazon Web Services in the United States. Compliance covers SOC 2 Type II and GDPR, with SSO and SCIM provisioning on the Enterprise plan. Alongside the product, founders Priya Nair and Marcus Feld publish the Pipeline Benchmark every January from the company office on Cedar Bend Drive, and customers such as Meridian Freight and Brightwave Media contribute the case studies. Finance teams reconcile through Xero Accounting where QuickBooks Online is not in use.