Introduction
Connect DealCloud to Sana to list your records and get details about them directly from Sana. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: API keys
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Get records |
Create records |
Update records |
Delete records |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about DealCloud. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Delete records |
Get records |
Scope and permissions
This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in DealCloud when generating the key.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find DealCloud in the list of available integrations
Scroll to the Available integrations section and locate DealCloud.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Provide your DealCloud credentials
You'll be asked to paste the credentials for DealCloud so Sana can store them securely and use them to call the connector's APIs on your behalf.
Step 5: Complete the set up
You've successfully connected your DealCloud account. Click Continue to complete the setup and start using the connector.
Known limitations
Search: The connector can only list records — it cannot run a filtered search to find records by specific conditions.
Updates: The connector can read and delete records, but cannot create or update them.