There are three ways to add deals to Coffee:
Automatic creation by syncing your CRM
Manually adding them
Importing a CSV file
How to add a deal manually
To manually add a deal into Coffee, follow these steps:
Click the + icon in the upper left and choose Deal, or go to Deals, and at the top right, select Add a deal
Type in the deal details:
Company - If the company doesn't exist yet, you can create it here.
Deal name
Deal size ($)
Stage
Close date
Owner
And any other deal fields you see. Note that items marked with a red asterisk are required. You can set up which deals are shown and required in Settings > Workspace > Deals > New Deal Fields
Click Add deal to save.
ℹ️ If the company does not exist, you will be prompted to add the company information before saving the deal.
Adding deals by importing a CSV file
If you have a list of deals in a spreadsheet or a different CRM, you can import them all at once:
Prepare your CSV file with the deal data. Your file must include a URL for each company.
👉 Use our CSV Template as a guide for setting up your file correctlyIn Deals, click Actions at the top right.
Click Import CSV.
Upload your file and map the fields to complete the import.
That's it! Coffee will import your data. If any rows can't be imported, you will see a button for an exceptions file you can download to see what rows were skipped.
Syncing deals from your CRM
You can sync deals from Salesforce or HubSpot by syncing Coffee with your existing CRM.
➡️ To learn more about syncing your CRM, read Integrating Salesforce to Coffee or Integrating Hubspot to Coffee.