INTEGRATIONS
Integrate Grata Into Your Workflow
Grata delivers insights from your CRM so everyone operates with your firm's shared knowledge, not in silos.
List of Integrations
Salesforce
HubSpot
DealCloud
Affinity
Purpose-built for M&A workflows
Scale Your Outreach
Push companies, notes, and tags directly into Salesforce, DealCloud, HubSpot, or Affinity. Create or update records with no manual entry.
Enhance Conference Search
Plan ahead for a conference by zeroing in on companies that matter most—filtering by size, funding, and your CRM pipeline. Initiate warm outreach so you can schedule high-value meetings before you even get there.
Overlay CRM Intel in Real Time
See CRM ownership, last touchpoint, relationship scores, or any defined custom fields, right in your Grata lists, searches, and company profiles.
Track Outreach Without Duplication
Never reach out to the same target twice. Grata flags CRM-linked companies and provides instant context across your team.
Unlock the possibilites
Trusted by top deal teams to unify intelligence across platforms.
INTEGRATIONS
Unify your data. Accelerate your workflow.
Connect Grata with your CRM to surface richer insights, streamline handoffs, and keep your team aligned.
Define
Tailor workflows to match how your team works — not how your software wants you to
Discover
Overlay CRM, pipeline, and Autopilot alerts onto your sourcing data
Analyze
Combine real-time company intel with proprietary notes and assignments
Target
Sync high-priority targets to your CRM and launch outreach seamlessly
WHY CUSTOMERS LOVE GRATA
Customer Testimonials
"The benefit you have over ChatGPT is your direct integration into Salesforce. With Grata, I can look at a company and immediately know if it's already in my database, whereas with ChatGPT I have to run deep searches and then manually compare with Salesforce. ChatGPT is good to have, but it's not a replacement."
“Whenever I go to Grata, I build a search for either specific products or solutions the company needs or for types of companies we’ve bought from in the past. I pull up the results and sift through them to decide which companies I’ll reach out to and which to pass on. When I need to find new opportunities, I use Grata and nothing else”
Frequently asked questions
What are CRM integrations used for in M&A workflows?
CRM integrations connect sourcing and research tools with relationship management systems. This keeps company data, notes, and outreach activity aligned across teams.
Why are integrations important for deal sourcing platforms?
Integrations reduce manual data entry and prevent information silos. They ensure insights flow directly into existing workflows where decisions are made.
How do integrations improve outreach and pipeline management?
Integrations allow teams to sync targets, contacts, and activity in real time. This improves visibility, coordination, and follow-through across sourcing and outreach efforts.
What should teams look for in an M&A software integration?
Teams should look for reliability, real-time syncing, and support for core workflows like sourcing, outreach, and pipeline tracking. Compatibility with existing tools is critical.
What integrations does Grata support?
Grata integrates with leading CRMs and deal workflow tools commonly used in private markets. These integrations allow users to sync company data, notes, and activity seamlessly.
How does Grata integrate with CRM systems?
Grata connects directly to supported CRMs to push and update company and contact information. This ensures research insights are reflected inside the CRM without duplicate work.
Can Grata be used alongside an existing M&A tech stack?
Grata is designed to fit into existing workflows rather than replace them. Its integrations allow teams to use Grata alongside their current CRM and outreach tools.
How long does it take to set up a Grata integration?
Most integrations can be set up quickly with minimal configuration. Once connected, data syncing begins automatically.
Is data kept secure when using Grata integrations?
Grata integrations are built with security and data integrity in mind. Information is shared only between authorized systems and users.
What if a CRM is not currently supported by Grata?
Grata supports common private-market CRMs and continues to expand integration coverage. Teams can still use Grata independently while maintaining their existing systems.
