Interactive Deal Rooms: Getting Started

About This Feature

Deal Rooms are flexible, powerful, and shareable product experience and deal management hubs designed to align sellers and buyers throughout every stage of the sales cycle—bringing together interactive content, Mutual Action Plans, contextual comments, and automation in one collaborative workspace.

Deal Rooms provide a centralized hub for product-led selling—enabling rich, interactive product experiences from first touch to closed deal, while keeping communication in-context and allowing teams to automatically generate Deal Rooms at scale when key CRM conditions are met.

Snapshot 📸

• Feature Status: Add-On Feature
• Role Access:
  • Deal Room Templates: Admin, Editor
  • New Deal Rooms: Admin, Editor, Presenter
• Location: Walnut Library, Deals

Key Features

All the features of Advanced Playlists & Playlist Insights, plus:

• Seamless CRM Integration: Instantly connect Deal Rooms to Salesforce Opportunities or HubSpot Deals.
• Deal Room Automation: Automatically create Deal Rooms using rules based on Salesforce Opportunities or HubSpot Deals—ensuring consistency, saving time, and scaling your workflows with confidence.
• Contextual Comments: Leave comments directly on Deal Room content—including PDFs, sections, assets, and Mutual Action Plan (MAP) tasks—to keep conversations in-room and in-context.
• Mutual Action Plans (MAPs) & Real-Time Collaboration: Build and track MAPs directly within your Deal Room, with sellers and stakeholders updating action items live—no back-and-forth needed.
• Tab, Click, Done: Navigate with ease using the new advanced pages tab navigation.

How Deal Rooms Work

You can create a Deal Room in one of two ways:

• From a deal room template – You can create Deal Rooms directly from reusable templates, ensuring consistency across your pipeline and team workflows. For example, a template like “Crunchy AI Pre-Sales Deal Room” might come pre-loaded with an intro video, core demo links, pricing FAQs, and a Mutual Action Plan—so setup is faster and more consistent every time.
• As a one-off – A fully custom Deal Room created from scratch for a specific opportunity or unique use case.

Once created, each Deal Room can be tailored to the opportunity by:

• Adding personalized content – Embed demos, PDFs, Google Docs, videos, and relevant links.
• Sharing with key stakeholders – Share with collaborators from both your internal team and the buyer’s side.
• Collaborating in real time – Use comments, threaded replies, and @mentions directly on Deal Room content (including assets, sections, and MAP tasks) to keep conversations in context, reduce back-and-forth, and maintain momentum.

See Deal Rooms in Action

Quick Start Guide

Create a Deal Room Template

1. Click the New button in the Walnut Library and select Deal room.

   

2. Add your first deal room asset by clicking a content placeholder and selecting an asset type.

   

3. ⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.

   

4. Continue building your deal room by adding additional assets.

5. Add additional pages by clicking the plus icon in the tab navigation bar.

   

6. Be sure to save your work as you build by clicking the Save button in the upper right corner.

7. To save your new deal room as a deal room template, switch the Set as template toggle ON.

   

Create a Deal Room for a Specific Opportunity or Deal

1. Navigate to the Deals section in Walnut.

   

2. Select an Opportunity or Deal from the Deals view.

   

3. Click the Create a deal room button.

   

4. From the dropdown menu, select the deal room template you want to use as your blueprint. Your new deal room will be created using the selected template, and can then be customized for the specific opportunity.

   

Create a Single-Use Deal Room

1. Click the New button in the Walnut Library and select Deal room.

   

2. Add your first deal room asset by clicking a content placeholder and selecting an asset type.

   

3. ⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.

   

4. Continue building your deal room by adding additional assets.

5. Add additional pages by clicking the plus icon in the tab navigation bar.

    

6. Be sure to save your work as you build by clicking the Save button in the upper right corner.

Deal Room Comments

Deal Room Comments enable sellers and buyers to collaborate directly within the Deal Room by leaving contextual comments on specific content. Comments can be added to assets, sections, PDF pages, and Mutual Action Plan (MAP) tasks—keeping all communication in-room and tied to the exact context of the deal.

Participants can reply in threads, edit or delete their own comments, and @mention teammates or buyer stakeholders to bring the right people into the conversation at the right time. Notifications ensure updates aren’t missed as deals progress.

By centralizing deal-related communication in one shared workspace, Deal Room Comments reduce back-and-forth across email and chat tools, improve visibility for all stakeholders, and help teams move deals forward more efficiently.

Deal Room Automation

Walnut’s Rule Engine powers Deal Room Automation, enabling you to automatically create Deal Rooms when a Salesforce Opportunity or HubSpot Deal meets specific conditions. This saves your team time, ensures consistency, and delivers a seamless experience at scale.

You can define automation rules using custom Salesforce or HubSpot fields, so Deal Rooms are created the moment an Opportunity is created or updated and matches your criteria.

Once created, these Deal Rooms can still be customized for the specific opportunity — allowing you to add tailored content, updates, and resources before sharing.

👉 Learn more: Deal Room Automation & the Rule Engine

Deal Room Insights & Analytics

Track deal momentum, stakeholder engagement, and asset performance with powerful insights built into Walnut.

Whether or not a CRM is connected, all deal room activity is captured and accessible via Insights — or surfaced in Salesforce and HubSpot if integrated.

Use this data to qualify deals, tailor follow-ups, and optimize your go-to-market strategy.

👉 Learn more: Deal Room Insights & Analytics

Explore Winning Deal Room Ideas

Looking for inspiration? From executive briefings to onboarding hubs, explore real-world Deal Room templates for every stage of the customer journey and every team across your org.

👉 Browse the Deal Room Playbook

FAQs

If I Change or Edit a Deal Room Template, Will It Affect Live Deal Rooms That Were Created From It?

• No. Once a Deal Room is created from a deal room template, it becomes independent. Any changes made to the template will not impact existing Deal Rooms that were created from it.

Where Can I Find Analytics for My Deal Rooms?

• You can access Deal Room insights in Walnut Insights, under the Playlists tab. If your Deal Room is connected to a Salesforce Opportunity or HubSpot Deal, session data will also surface directly within your CRM—giving you visibility into engagement right where you manage your pipeline.

Can You Connect a Deal Room to an Opportunity or Deal After It’s Been Created?

• Not at this time. To link a Deal Room with a Salesforce Opportunity or HubSpot Deal, it must be connected during the initial creation process. For step-by-step instructions, see Create a Deal Room for a Specific Opportunity or Deal.

Why Can’t I See Updates in a Deal Room?

• The Updates tab only reflects changes made by other users in the Deal Room. This includes actions such as new content being added or removed, Mutual Action Plan (MAP) tasks being added or marked as complete, and other collaborator-driven updates. Changes you make yourself will not appear in your own Updates feed.