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
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For me, the biggest thing is definitely due diligence and industry comps. That's really what I go to Grata for, because the way you're able to put in a company and then break down its size and more makes it so much easier for me. From there, I can decide if it's a fit or not.
Frequently asked questions
How long before I see my CRM data in Grata?
The integration takes only a few minutes. All that’s required is to select which fields you want to appear in Grata. Once the initial setup is complete, you’ll be able to see your data within a few minutes.
Grata also has in-house staff to walk you through customizing your integration, helping you align CRM workflows with your sourcing strategy so that the right data flows to the right places—automatically.
Can I push data from Grata to my CRM?
Yes! CRM Intel is a bi-directional integration. You can easily export your saved Grata lists, tables, conferences, searches, etc. to your CRM.
Is my CRM data viewable by others?
As a SOC2 compliant vendor, Grata values keeping your proprietary data safe. Your CRM Intel data will only be viewable by the users on your account. No other accounts will be able to see your data. It’s stored in our database behind several layers of firewall in an extremely secure database. Additionally, the access tokens to your data are encrypted.
My CRM is not supported by Grata’s integration. How do I request that it be added?
If you use a CRM that is not supported by CRM Intel, please email your Customer Success Manager. Your feedback will be documented and relayed to our product team.
