Dealpath Integration
CRM & Lead ManagementWhat It Does
Dealpath is the leading deal management and pipeline platform built specifically for institutional CRE acquisitions teams. It centralizes deal tracking, diligence task management, document organization, IC memo workflows, and portfolio-level pipeline analytics — replacing the fragmented combination of spreadsheets, shared drives, and email threads that acquisition teams historically relied on.
Why Real Estate Professionals Use It
Acquisitions teams at institutional CRE firms — private equity funds, REITs, family offices, and developer-operators — face a structural problem: deals arrive from multiple sources (brokers, direct mail, digital outreach, data platforms), diligence runs across dozens of tasks and vendors, and IC prep consumes analyst time that should go to underwriting. Dealpath was designed to solve the pipeline coordination problem, but the data flows in and out of Dealpath — deal intake from sourcing, CRM sync, IC memo generation, and portfolio reporting — remain largely manual at most firms.
AI Solutions for CRM
Ebook
CTO's Guide to AI Implementation
Technical framework for CTOs evaluating AI solutions with Build vs Buy analysis
Solution
Property Data Enrichment
Auto-enrich contacts with property ownership, tax records, and market data
Solution
Universal CRM Sync Hub
Keep HubSpot, Follow Up Boss, Salesforce, and spreadsheets in perfect sync
Key Features for Real Estate
Discover how Dealpath powers real estate automation workflows
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Feature
Automated Deal Record Creation from Teasers and OMs
AI extracts structured deal data (asset type, geography, unit/SF count, asking price, cap rate, seller/broker, key dates) from inbound OMs, teasers, and broker emails, and pushes a pre-populated deal record into Dealpath via the partner API — without analyst data entry.
Real Estate Impact
Acquisitions teams at active buyers receive 50-200 deal packages per month. Manual record creation for each consumes hours of analyst time that belongs in underwriting. Automating deal intake from the document layer compresses the pipeline without adding headcount.
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Automation Workflows
Ready-to-deploy workflows powered by Dealpath + NextAutomation
Workflow 1 of 5
Intermediate
OM / Teaser Received → Dealpath Deal Record Created
When an OM, teaser PDF, or broker pitch deck lands in the acquisitions inbox, AI processes the document, extracts structured deal data, and creates a pre-populated Dealpath deal record — via the Dealpath API once provisioned — assigning it to the relevant geography or asset-class coverage person. The analyst receives a Dealpath link with data pre-filled rather than a raw PDF to process manually.
Trigger: New email with PDF attachment arriving in the acquisitions team inbox from a monitored sender domain or with broker-related subject line keywords (e.g. 'offering memorandum', 'teaser', 'asking price')
Workflow Steps
1n8n email trigger detects inbound OM or teaser in the acquisitions inbox
2PDF attachment extracted and sent to AI document processing node (Claude or OpenAI)
3AI extracts structured fields: asset class, address, unit/SF count, year built, asking price, cap rate, NOI, seller name, broker firm, broker contact, call-for-offers date
4Structured data validated: missing required fields flagged for analyst review rather than discarded
+4 more steps
Deal intake time drops from 10-15 analyst minutes per package to under 60 seconds of review. Every qualified OM is in Dealpath the same day it arrives, with structured data populated, rather than queuing in an analyst's inbox for batch entry.
Triggers & Actions
Connect Dealpath to your workflows with powerful triggers and actions
Triggers
New Deal Record Created in Dealpath
Fires when a new deal is created in Dealpath via the partner API or the platform UI. Available via the Dealpath partner API / partner integrations once provisioned.
Trigger a team notification and CRM broker log entry the moment a new deal is added to the active pipeline.
Deal Stage Changed
Fires when a deal advances or moves to a different pipeline stage in Dealpath (e.g. Initial Review → Underwriting, Underwriting → LOI, or any stage → Passed). Detected via the Dealpath partner API once provisioned.
Trigger IC memo generation when a deal moves to the IC Review stage, or trigger CRM update when a deal is marked Passed.
Diligence Task Status Changed
Fires when a diligence task in Dealpath is marked Complete, overdue, or reassigned. Available via the Dealpath partner API once provisioned.
Trigger an overdue alert to the responsible analyst when a diligence task passes its due date without completion.
Deal Marked Passed or Closed
Fires when a deal is moved to terminal stage (Passed or Closed/Acquired) in Dealpath. Detected via partner API poll or webhook once provisioned.
Trigger CRM broker record update and portfolio log entry when a deal closes or is passed.
Scheduled Pipeline Snapshot Poll
Fires on a schedule (daily, weekly) to pull the full active pipeline from Dealpath for dashboard refresh or summary report generation. Requires Dealpath partner API access provisioned.
Pull the full pipeline every Monday morning to generate the weekly leadership pipeline summary report.
Diligence Checklist Completion Threshold Reached
Fires when a defined percentage of diligence tasks on a deal are marked complete — signaling a deal is ready for the next stage review. Available via partner API once provisioned.
Alert the deal lead when 80% of diligence tasks are complete, prompting the PSA negotiation kickoff.
Actions
Create Deal Record in Dealpath
Creates a new deal record in Dealpath via the partner API with pre-populated fields: address, asset class, unit/SF count, asking price, cap rate, source, broker contact, and initial notes.
Push a qualified acquisition target from the AI sourcing pipeline directly into Dealpath as a structured deal record — without analyst data entry.
Update Deal Field or Stage
Updates a specific field or advances the stage of an existing Dealpath deal record via the partner API. Supports field updates (asking price revision, underwriting cap rate, key dates) and stage transitions.
Update the deal's underwriting cap rate in Dealpath when the financial model is refreshed, keeping the Dealpath record current without manual re-entry.
Create Diligence Task in Dealpath
Creates one or more diligence tasks on a Dealpath deal record via the partner API, with due date, responsible assignee, and task category. Supports bulk creation for full checklist generation.
Auto-generate the full asset-class-appropriate diligence checklist in Dealpath when a new deal record is created — industrial checklist vs. multifamily checklist pre-configured by asset type.
Attach Document to Deal Record
Uploads a document (OM, IC memo draft, financial model, diligence report) to the document tab of a Dealpath deal record via the partner API.
Attach the AI-generated IC memo draft directly to the Dealpath deal record when the IC stage is reached, making it available to all deal team members in the platform.
Post Deal Summary Alert to Slack
Composes and posts a structured deal event notification to a designated Slack channel or DM — including deal name, stage, assigned coverage, key metrics, and a direct Dealpath link.
Alert the acquisitions team Slack channel when a new qualified deal is logged in Dealpath, with asset summary and intake source.
Sync Deal Outcome to CRM (HubSpot / Salesforce)
Updates the broker contact record in HubSpot or Salesforce with the deal outcome (closed/passed), close price, and pass rationale when a deal reaches terminal stage in Dealpath.
Automatically log every deal outcome against the sourcing broker's CRM record to build an accurate broker relationship scorecard over time.
Setup Guide
Get started in approximately 2–4 days of configuration once Dealpath API / partner integration access is provisioned. Provisioning timeline varies — initiate with your Dealpath account representative before your target go-live date.
Prerequisites
- Dealpath API / partner integration access provisioned for your firm — contact your Dealpath account representative to initiate access through the Dealpath Connect program; this is not a self-serve connector and requires provisioning before the integration can be configured
- Active Dealpath account with your deal pipeline data present and stage structure configured to match your firm's acquisition workflow
- n8n instance (cloud or self-hosted) for workflow orchestration — the Dealpath HTTP node connects via provisioned API credentials
- HubSpot or Salesforce account if using the CRM sync workflows (optional but recommended for broker relationship tracking)
- Slack workspace with an acquisitions channel and integration permissions for deal alert posting
- Google Drive or SharePoint folder structure for IC memo delivery and document storage (optional, for document-management workflows)
1
Initiate Dealpath API / Partner Integration Access
Contact your Dealpath account representative to request API or partner integration access through the Dealpath Connect program. Provide your use case — automated deal intake, IC pipeline automation, and diligence monitoring. Dealpath will provision credentials (API key or OAuth) and confirm the available endpoint scope for your account tier.
Dealpath's API access is enterprise-gated and the provisioning timeline varies. Initiate this conversation with your Dealpath account manager before your target integration go-live date. Ask specifically about webhook availability for deal stage change events — if available, webhooks provide real-time triggers vs. the polling fallback.
2
Configure n8n HTTP Authentication with Dealpath Credentials
Once Dealpath API credentials are provisioned, configure an n8n credential entry with your Dealpath API key or OAuth tokens. Test the authentication against a basic GET endpoint (e.g. pipeline list) to confirm the credential is active and your account has the correct permission scope for the workflows you plan to build.
Test with a read-only GET first (pipeline list or single deal fetch) before configuring write operations (deal creation, task creation). Confirm your provisioned credentials have write scope before building intake workflows.
3
Map Your Dealpath Pipeline Stage Structure
Export or document your firm's Dealpath pipeline stage names and IDs (via the API or your Dealpath admin). These stage identifiers are used in n8n filter conditions to route workflows correctly — for example, triggering IC memo generation only when the exact stage name matching your 'IC Review' stage fires, not any stage change.
Stage names in Dealpath are firm-configurable. Confirm the exact string or ID your firm uses for each stage before wiring stage-change triggers. Mismatched stage names are the most common cause of workflow misfires during setup.
4
Build and Test the Deal Intake Pipeline
Configure the inbound OM processing workflow: n8n email trigger → AI document extraction node (Claude or OpenAI) → Dealpath deal creation action via HTTP POST to the partner API. Test end-to-end with a historical OM PDF before pointing to the live acquisitions inbox.
Use a historical OM from a closed or passed deal for testing — not a live active deal. This lets you validate AI extraction accuracy and Dealpath field mapping without creating test records in your live pipeline.
5
Configure Diligence Monitoring and Alert Workflows
Set up the scheduled diligence task monitoring poll: n8n cron → Dealpath partner API task list query → overdue filter → Slack alert routing by assignee and overdue duration bucket. Configure threshold rules (1-3 days → DM; 4+ days → deal lead alert; 8+ days → leadership escalation).
Start with a single-deal test: create a test diligence task with a past due date, run the workflow manually, and confirm the correct Slack alert fires to the right channel and recipient before enabling the daily cron.
6
Connect Downstream Outputs: CRM, IC Memo, Dashboard
Wire the stage-change trigger to your downstream workflows: IC stage → IC memo generation (feeding the AI underwriting copilot); terminal stage → CRM sync (HubSpot or Salesforce broker record update); scheduled poll → portfolio dashboard refresh. Enable one downstream workflow at a time, confirming data accuracy before adding the next.
The IC memo generation workflow is highest-value but most complex. Build and test the CRM sync (simpler) first to validate the stage-change trigger is working reliably, then layer in the IC memo generation pipeline once the base trigger is stable.
Frequently Asked Questions
Common questions about Dealpath integration
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