Get Started with Interactive Deal Rooms

Updated December 18, 2025 12:21

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.

Deal Rooms provide a centralized hub for product-led selling—enabling rich, interactive product experiences from first touch to closed deal.

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.
Tab, Click, Done: Navigate with ease using the new advanced pages tab navigation.
Mutual Action Plans (MAPs): Build and track MAPs directly within your Deal Room.
Real-Time Collaboration: Sellers and stakeholders can update MAPs live—no back-and-forth needed.

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 the Deal Room as a shared space to maintain alignment and drive momentum.

See Deal Rooms in Action

Quick Start Guide

Create a Deal Room Template

Build a reusable deal room blueprint to ensure consistency and accelerate setup across your team.

Click the New button in the Walnut Library and select Deal room.
Add your first deal room asset by clicking a content placeholder and selecting an asset type.
⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.
Continue building your deal room by adding additional assets.
Add additional pages by clicking the plus icon in the tab navigation bar.
Be sure to save your work as you build by clicking the Save button in the upper right corner.
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

Create a deal room for an individual Salesforce Opportunity or HubSpot Deal using an existing deal room template.

✅ Prerequisites:

Before you create a deal room for a deal or opportunity, make sure you’ve completed the following:

Ensure your Salesforce or HubSpot integration is enabled – One CRM integration must be active to connect a deal room to an Opportunity or Deal.
Create a deal room template – You’ll need at least one deal room template to select during the creation flow.

Navigate to the Deals section in Walnut.
Select an Opportunity or Deal from the Deals view.
Click the Create a deal room button.
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

Build a fully custom deal room from scratch for unique opportunities or use cases.

Click the New button in the Walnut Library and select Deal room.
Add your first deal room asset by clicking a content placeholder and selecting an asset type.
⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.
Continue building your deal room by adding additional assets.
Add additional pages by clicking the plus icon in the tab navigation bar.
Be sure to save your work as you build by clicking the Save button in the upper right corner.

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.

Sidebar in Walnut with the Insights tab selected and highlighted.

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.