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Apps & Integrations: connect third-party tools

Connect, configure, and disconnect third-party tools so your data flows between DealMachine and the rest of your stack.

Written by Joy

Use this to connect the third-party tools you already use to your DealMachine workspace, so your data can flow between DealMachine and the rest of your stack.

Where to find it

Click your name and profile photo in the lower-left corner of the sidebar, then go to Settings > Apps & Integrations. Available integrations appear with a name, icon, description, and connection status (Connected or Not Connected).

Connect an integration

  1. Click an integration marked Not Connected.

  2. Follow its connection flow (for example, signing in through the provider or entering an API key).

  3. When it succeeds, the status updates to Connected.

Configure an integration

Click any integration to open its detail page, where you can adjust integration-specific settings such as field mappings or sync frequency.

Disconnect an integration

Open a connected integration and choose to disconnect. After you confirm, its credentials are removed and the status returns to Not Connected.

If a connection fails — for example, the sign-in is canceled or an API key is invalid — you'll see a clear error message explaining what to fix so you can try again.

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