DealCloud
Write-through for your site's company, contact and deal entry types.
How it connects
- Connected once for the workspace, by an owner.
- You paste your API key (client secret) from DealCloud; it's stored encrypted.
- New items are picked up about every 5 minutes.
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Connect it
- In Closefinch, open Settings → Integrations and find DealCloud under its category.
- Choose DealCloud and paste your API key (client secret).
- You'll also need your DealCloud site and client ID, under Advanced settings.
- New items are picked up about every 5 minutes. You can pause it or disconnect at any time.
What the form asks for
- API key (client secret)
More in CRMs
Connect DealCloud
Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.