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Deal rooms resource pack

Updated Jan 27, 2026

Deal rooms resource pack

This resource pack brings together Walnut’s essential guides for building, scaling, automating, analyzing, and optimizing Deal Rooms to support sales, success, and account-based workflows. Use the categories below to quickly find the article you need.

Deal Rooms Basics​

Interactive Deal Rooms
Learn what Deal Rooms are, how they work, and how to create, customize, and share personalized Deal Room experiences with prospects and customers.

👉 Take Deal Rooms for a Spin​

Experience Deal Rooms in action with these interactive demos — from the core Deal Room experience to how engagement data flows into your CRM.

Interactive Demos​

Deal Rooms Overview
Get a high-level walkthrough of the Deal Room experience, including layout, content types, personalization, and how buyers interact with a Deal Room end-to-end.Deal Room Data in HubSpot & Beyond
Explore how Deal Room engagement flows into HubSpot records, timelines, lists, and workflows, enabling better follow-up, automation, and reporting across teams.Walnut Salesforce Integrations
See how Deal Room engagement and demo activity map directly into Salesforce Leads, Contacts, Accounts, and Opportunities, powering pipeline visibility and ROI attribution.

Automate & Scale Deal Rooms​

Automate and Scale: The Rule Engine for Deal Rooms
Understand how to use the Rule Engine to automate Deal Room personalization, conditional content delivery, and dynamic experience sequencing based on viewer attributes or behavior.

Deal Room Analytics & Insights​

Deal Room Insights & Analytics
Track engagement and performance within your Deal Rooms, including viewer behavior, content interactions, and usage metrics that help you understand impact and drive follow-up action.

Templates & Best Practices​

Deal Room Playbook Templates & Ideas for Every Team
Explore playbook ideas and templates you can use to accelerate Deal Room creation across different teams, use cases, and buyer journeys.

Explore Resource Packs →​

Getting Started with Walnut: Core Resource Pack
Foundational guides for capturing, organizing, editing, and sharing demos. Helpful background for teams building Deal Rooms.Walnut ROI & Analytics Resource Pack
Extend your Deal Room analytics knowledge with broader ROI and engagement playbooks, including how to measure demo and Deal Room influence on pipeline and revenue.

Looking for more? Explore the full Resource Packs & Playbooks library.

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