Deal Sourcing and Pipeline ManagementPurpose
1.2. Automates initial triage, reduces manual data entry, ensures no opportunity is missed, and accelerates preliminary analysis by automatedly extracting key deal attributes.
1.3. Increases consistency and transparency in deal sourcing through automation of data mapping and notification workflows.
1.4. Enables automatable enrichment of submissions using external databases and automates follow-up tasks and status changes.
Trigger Conditions
2.2. Deals submitted through web forms (e.g., on firm’s website) automate intake.
2.3. CRM record updated or new record created in deal pipeline automates intake and initiates parsing.
2.4. Attachment of pitch decks or financials to emails or web forms automates document extraction flow.
Platform Variants
• Feature/Setting: Rules + Microsoft Graph API; configure automated monitoring and retrieval of emails with “deal submission” in subject.
3.2. Gmail
• Feature/Setting: Gmail API 'watch' endpoint; automate fetch of labeled emails sent to dealintake@domain.
3.3. Salesforce
• Feature/Setting: Process Builder, Webhooks, or REST API; automate creation of deal intake records on form or email parsing.
3.4. HubSpot
• Feature/Setting: Workflows + Forms API; automate ingestion when new “Deal Sourcing” form submitted.
3.5. Zoho CRM
• Feature/Setting: Webhooks, Zoho Flow, or API v2.1; automate trigger on Lead/Deal creation or update.
3.6. Pipedrive
• Feature/Setting: Webhook or API; trigger automatable workflow upon new deal entry.
3.7. DocuSign
• Feature/Setting: Connect Events + API; automate collection and parsing of signed NDAs in deal flow.
3.8. Slack
• Feature/Setting: Incoming Webhooks; automate notification to deal sourcing channel on each new submission.
3.9. Webflow
• Feature/Setting: Forms integration + Webhooks; automate transfer of submission data to internal system.
3.10. Typeform
• Feature/Setting: Webhooks; automate posting detailed form submission to automated intake flow.
3.11. Jotform
• Feature/Setting: API + Submission Webhooks; automate extraction and processing of form data for the pipeline.
3.12. Mailgun
• Feature/Setting: Routes + Webhooks; automate redirect of specific inbound emails into parsing pipeline.
3.13. SendGrid
• Feature/Setting: Inbound Parse Webhook; automate processing of deal submission emails, attachments, and metadata.
3.14. Dropbox
• Feature/Setting: File Requests + API; automate ingestion when deal docs uploaded.
3.15. Google Drive
• Feature/Setting: Drive API + Push Notifications; automate parsing of new files in a designated deal submissions folder.
3.16. SharePoint
• Feature/Setting: Webhooks + List Item Triggers; automate import of new submission files.
3.17. Airtable
• Feature/Setting: Forms + Automation Scripts; automate transforming new records into structured deals.
3.18. Asana
• Feature/Setting: API + Rules; automate creation of tasks or intake items when new submission detected.
3.19. Monday.com
• Feature/Setting: Integrations + Automations; automate deal boards with incoming submission data.
3.20. Intercom
• Feature/Setting: Inbound Conversation Webhooks; automate capture of deal intent from chat and route to pipeline.
3.21. Trello
• Feature/Setting: Power-Ups + API; automate card creation for every parsed deal submission.
Benefits
4.2. Eliminates manual work for deal analysts via automation, reducing errors from manual data entry.
4.3. Enables automated analytics and scoring, providing real-time pipeline visibility.
4.4. Centralizes all inbound deals automatedly for further automated review or enrichment.
4.5. Standardizes deal data and automates follow-up, accelerating time-to-engagement and decision-making.
4.6. Ensures all deal opportunities are automatically captured and none slip through, supporting comprehensive sourcing.