Introduction
The DealCloud integration enables Sana Agents to read and write to your DealCloud instance and interact with objects such as companies, contacts, deals etc.
Integration capabilities
Operation type | Supported |
Read | ✅ |
Write | ✅ |
Supported DealCloud objects:
Object | Supported |
Company | ✅ |
Contact | ✅ |
Deal | ✅ |
IndustryLab | ✅ |
Meeting notes | ✅ |
Attachment | ✅ |
Document | ✅ |
✅ |
Type of integration:
Private: Set up per user and mirroring the underlying individual access rights.
Availability:
Integration type | Free tier | Team tier | Enterprise tier |
Private | ❌ | ❌ | ✅ |
Shared | ❌ | ❌ | ❌ |
Centralized | ❌ | ❌ | ❌ |
Scope and permissions
Scope | Purpose | Type |
crm.entrytype.company.read | Read company records | Optional |
crm.entrytype.company.write | Create, update and delete company records | Optional |
crm.entrytype.contact.read | Read contact records | Optional |
crm.entrytype.contact.write | Create, update and delete contact records | Optional |
crm.entrytype.deal.read | Read deal records | Optional |
crm.entrytype.deal.write | Create, update and delete deal records | Optional |
crm.entrytype.industrylab.read | Read industry lab records | Optional |
crm.entrytype.industrylab.write | Create, update and delete industry lab records | Optional |
crm.entrytype.meetingnotes.read | Read meeting notes records | Optional |
crm.entrytype.meetingnotes.write | Create, update and delete meeting notes records | Optional |
crm.entrytype.attachment.read | Read attachment records | Optional |
crm.entrytype.attachment.write | Create, update and delete attachment records | Optional |
crm.entrytype.document.read | Read attachment records | Optional |
crm.entrytype.document.write | Create, update and delete document records | Optional |
crm.entrytype.email.read | Read attachment records | Optional |
crm.entrytype.email.write | Create, update and delete email records | Optional |
crm.entrytype.*.read | Read all records | Optional |
crm.entrytype.*.write | Create, update and delete all records | Optional |
Known limitations
Sana Agents’ DealCloud integration is optimized for look-ups of individual and/or small sets of records, not aggregation and exhaustive search of finding all records.
Setting up the DealCloud integration requires access to a DealCloud Client ID and Client Secret, which in turn depends on you being provisioned with a DealCloud account that has a system admin role and the “Access Web Service” capability. If you do not meet these prerequisites, you will not be able to complete the integration and must contact your IT team responsible for DealCloud.
Integration set-up
Pre-requisite:
To be able to successfully set-up the DealCloud integration you will need access to a DealCloud Client ID and Client Secret. To get access to these credentials, it is required that you are provisioned a DealCloud account with a system admin role and that you have the “Access Web Service” capability. If you have any questions about this, reach out to your IT team responsible for your DealCloud.
1. Navigate to your profile inside of DealCloud through the icon on the navigation bar.
2. Enter your user profile in DealCloud. Toggle the “Enable API key” button and toggle on the "Show API Key". After these have been toggled on, note down your apiKey and clientId in the “API Key” section.
3. In Sana, find DealCloud on the integration page and enter your DealCloud credentials:
Base URL: Your DealCloud environment url
Important note: Make sure to not include a path in your url, e.g. https://your-instance.dealcloud.com instead of https://your-instance.dealcloud.com/page-1
Client ID: The clientId from step 2) above.
Client Secret: The apiKey from step 2) above.
4. You are now ready to go!
FAQ
Q: Can I push content into DealCloud from Sana?
A: Yes.
Q: Why do I need to be a DealCloud admin to use this integration?
A: DealCloud requires that any user accessing their API is assigned an admin role. Since this integration is built on top of the DealCloud APIs, you must be a DealCloud admin in order to authenticate and use it.
Q: How often is DealCloud synced?
A: This integration is an API based integration which means that it makes API calls to fetch your data in real-time as you make a request. This means that your data does not need to be synced at all and it will always be up-to-date.
Data handling & privacy
Sana AI is fully committed to data security and privacy. All data accessed by Sana AI is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana AI is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.