INTEGRATIONS + PARTNERSHIPS
Your tools and data, together in one place.
Connect the tools your team is already using to improve your workflow with TermSheet — not change it.
Excel
TermSheet automatically syncs with your underwriting model in real-time, so you don’t have to worry about updating our platform every time there's an update.
Outlook
Capture deal data from emails, and add it to TermSheet without ever leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.
File Management
Egnyte
Attach documents in Egnyte to items in TermSheet and instantly preview any file.
Dropbox
Easily attach, share, and preview files stored in your Dropbox account from within TermSheet.
OneDrive
Attach documents in OneDrive to items in TermSheet, and instantly preview any file.
SharePoint
Attach documents in SharePoint to items in TermSheet, and instantly preview any file.
Communication
DocuSign
Access the electronic agreements you manage on DocuSign from within TermSheet.
Hubspot
Easily attach, share and preview files stored in your Dropbox account from within TermSheet.
Slack
Share information, updates and files in Slack #channels from directly within TermSheet.
Teams
Share information, updates and files in your MS Teams chats from directly within TermSheet.
Zoom
Start and schedule Zoom meetings directly from TermSheet.
Outlook
Capture deal data from emails, and add it to TermSheet without ever leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.
Salesforce
Automatically update TermSheet contacts with the latest information from Salesforce.
Data
Cherre
Bring your 3rd-party data subscriptions and public domain data to TermSheet using the Cherre API.
NavigatorCRE
Surface portfolio insights with integrated deal-level data from TermSheet, and data from other sources.
Parceled
Create heatmaps with your data for sophisticated prospecting.
Unacast
Access a complete suite of foot traffic insights for commercial real estate to zero in on the properties that meet your financial, tenant, and branding needs.
And many more
Excel
TermSheet automatically syncs with your underwriting model in real-time, so you don’t have to worry about updating our platform every time there's an update.
Procore
Create projects in Procore based on deal information in TermSheet with a single click.