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The Deal Finder Agent scans your email, calendar, and every connected data source to spot deals as they form - before you even realize there’s an opportunity.

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What it does

The Deal Finder Agent continuously monitors:
  • Email - detects buying signals, pricing discussions, demo requests, and inbound interest from your inbox
  • Calendar - identifies meetings with potential customers and new prospects
  • 250+ connected data sources - web analytics, marketing tools, support tickets, and more
  • The web - searches for signals about your prospects, like job changes, funding rounds, or expansion news
When it detects a deal, it automatically creates an opportunity in your pipeline with the right stage, associated contacts, and full context.

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How it finds deals

The Deal Finder doesn’t just look for the word “deal” in your email. It understands conversational context:
  • A prospect asking about pricing in an email thread → new opportunity detected
  • A meeting titled “Product demo” with someone at a company you haven’t talked to before → new opportunity detected
  • A support conversation that shifts into an upsell discussion → new opportunity detected
  • A web analytics signal showing a target account viewing your pricing page repeatedly → new opportunity detected

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What gets created

When a deal is detected, the agent creates:
  • An opportunity record with a name, estimated stage, and source
  • Links to the associated contacts and company
  • A timeline of the relevant emails, meetings, and interactions that triggered the detection
  • Enrichment data about the company - size, industry, funding, tech stack

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Staying in control

The Deal Finder creates opportunities based on real signals from your data. You can:
  • Review and adjust deals it creates
  • Set sensitivity levels - how strong a signal needs to be before a deal is created
  • Define which data sources the agent should monitor
  • Merge duplicates if the same deal is detected from multiple sources