Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
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 |
List entry type id options |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
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:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find DealCloud in the list of available connectors
Scroll to the Available connectors section and locate DealCloud.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the DealCloud card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: 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 6: 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.