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A Room is a shareable link that unites all materials and action items your buyers need. Instead of sending documents, links, and reminders across emails and other tools, you build a branded Room that keeps everything in one place:
  • Content, steps, and forms
  • Next actions and timelines
  • And, if you choose, automation behind the scenes
It’s not just a place to share information. It’s where your customer journey happens.

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Why Rooms matter

Traditional sales and onboarding processes are scattered across emails, shared drives, and messaging apps. Important documents get buried, next steps are unclear, and you have no visibility into what your customer is actually engaging with. Rooms solve this by giving you:
  • One link that contains everything your customer needs
  • Real-time visibility into who’s viewing what and when
  • Clear structure that guides customers through your process step by step
  • Automatic CRM updates so your data stays in sync

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What goes inside a Room

A Room is made up of building blocks that you can mix and match:
  • Sections - Organize your room into logical stages (e.g., “Discovery”, “Proposal”, “Implementation”)
  • Content - Add files, videos, links, embedded calendars, and rich text
  • Actions - Create tasks and mutual action plans that both sides can track
  • Forms - Collect information from customers with conditional logic

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One Room, multiple use cases

The same Room can evolve throughout your customer relationship:
  1. Deal Room - Share proposals, case studies, and pricing during the sales cycle
  2. Onboarding Hub - Transition to implementation guides and training materials after close
  3. Customer Portal - Maintain as an ongoing resource for renewals and expansion

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How Rooms work with automation

Rooms become even more powerful when combined with workflows:
  • Auto-create rooms when a deal reaches a certain stage in your CRM
  • Unlock sections automatically based on form submissions or task completions
  • Send notifications when customers view key content
  • Update your CRM with engagement data in real-time
See Automations to learn more about workflow triggers and actions.