CRM & Sales · Integration
DealCloud
Add DealCloud to your product for your customers, and give your AI agents governed access to it.
Embed a DealCloud integration so your customers can work their own companies, contacts, deals, and activity history from inside your product, with governed agent access to the same records. DealCloud instances are configured to each firm's own deal process, so object and field mapping is configuration per tenant rather than code, and onboarding a firm with an unusual schema does not require a release from you. fastn handles each customer's credentials and API upkeep.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers read their own DealCloud companies, contacts, and deals into your product, mapped to their own fields.
Write updates and activity records back so work done in your product shows up against the right deal.
Read pipeline stages and deal team assignments so your product reflects each firm's own process.
Trigger your product when a deal is created or moves stage.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads live company, contact, and deal records before answering a question.
An agent logs an activity or updates a deal field within governed permissions.
An agent reacts to a deal stage change and runs the next step of a workflow.
Example prompt
List active deals with no logged activity in the last 21 days and show the assigned deal team for each.
Set up DealCloud in 4 steps
- 01Open the DealCloud connector from your fastn dashboard.
- 02Have each customer authenticate their DealCloud tenant with least-privilege credentials.
- 03Map the companies, contacts, deals, and fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the DealCloud integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a DealCloud integration without building it. Your customers connect their own DealCloud account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a DealCloud update is not your on-call problem.
- One integration serves your product and your agents. The same governed DealCloud connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
Compare with
SalesforceWorks well with
NetSuite
DocusignOften used alongside
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Slack
Mailchimp
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Google AdsDealCloud integration FAQ
How do I add a DealCloud integration to my product?
Enable the DealCloud connector in your fastn dashboard, then let each customer authenticate their own DealCloud account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no DealCloud client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own DealCloud account?
Yes. Every connection is scoped to the individual customer, so each authorises their own DealCloud account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this DealCloud integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads live company, contact, and deal records before answering a question.
Who maintains the DealCloud integration?
fastn does. When DealCloud changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the DealCloud integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual DealCloud schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from DealCloud, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in DealCloud do not drift apart.
What can I build with the DealCloud integration?
A common starting point: read their own DealCloud companies, contacts, and deals into your product, mapped to their own fields. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the DealCloud integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding DealCloud does not change your per-connector cost. You can start free with 3 connected accounts.
Add DealCloud to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.