Integrations + Partnerships
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.
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.
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.
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 with DocuSign from within TermSheet.
Hubspot
Automatically update TermSheet contacts with the latest information from Hubspot.
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.
Salesforce
Automatically update TermSheet contacts with the latest information from Salesforce.
Slack
Share information, updates and files in Slack #channels from directly inside TermSheet.
Teams
Share information, updates and files in your MS Teams chats from directly inside TermSheet.
Zoom
Start and schedule Zoom meetings directly from TermSheet.
Data
Cherre
Bring your 3rd party data subscriptions and public domain data to TermSheet using the Cherre API.
TermSheet Partner
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.
TermSheet Partner
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.
Underwriting
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.
Development
TermSheet Partner
Procore
Create projects in Procore based on deal information in TermSheet with a single click.