Integrations

Your tools and data, together in one place.

Connect the tools your team uses every day to improve
your workflow with TermSheet, not change it.

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Excel

Real-time Sync for Underwriting​
TermSheet syncs with your underwriting model automatically, meaning you don’t have to worry about updating TermSheet with your latest underwriting; TermSheet does this for you in real-time.

Outlook

One-click Sync for Contacts
Automatically sync all your Outlook address book contacts with TermSheet’s CRM.

Native Plugin
The TermSheet ribbon for Outlook let’s you capture deal data from an email and add it to TermSheet without leaving your inbox.

Interaction Tracking
Emails sent from Outlook can be captured and associated with the corresponding contacts and deals in TermSheet automatically, ensuring that important email communications are never lost.

File Management

Box

Easily attach, share, and preview files stored in your Box account from within TermSheet.

Dropbox

Easily attach, share, and preview files stored in your Dropbox account from within TermSheet.

Google Drive

Attach documents in Google Drive to items in TermSheet and instantly preview any file.

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

Outlook

Capture deal data from an email and add it to TermSheet without leaving your inbox. Sync your contacts and deal-related emails with TermSheet’s CRM.

Gmail

Sync your contacts and deal-related emails with TermSheet’s CRM.

Teams

Share information, updates and files in your MS Teams chats from directly inside TermSheet.

Slack

Share information, updates and files in Slack #channels from directly inside TermSheet.

Zoom

Start and schedule Zoom meetings directly from TermSheet.

DocuSign

Access the electronic agreements you manage with DocuSign from within TermSheet.

Data

Cherre

Bring your 3rd party data subscriptions and public domain data to TermSheet using the Cherre API.

Parceled

Share information, updates and files in your MS Teams chats from directly inside TermSheet.

Excel

TermSheet syncs with your underwriting model automatically, meaning you don’t have to worry about updating TermSheet with your latest underwriting; TermSheet does this for you in real-time.

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