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DealCloud is a deal and relationship management platform built for investment banks, private equity firms, and capital markets teams. It centralizes pipeline tracking, contact management, and firm intelligence.

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What syncs

When you connect DealCloud, Breaknine imports:
  • Contacts — people records with name, email, title, and firm affiliation
  • Companies — organization records with deal pipeline context
  • Deals — pipeline entries including stage, status, and associated contacts
All synced records appear as prospects in Breaknine and are available for AI enrichment and outreach.

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Connect DealCloud

DealCloud uses client credentials (OAuth 2.0 client credentials flow) rather than a simple API key. You’ll need three values from your DealCloud admin.
1

Get your credentials from DealCloud

Contact your DealCloud administrator or go to your DealCloud instance’s API settings to obtain:
  • Site URL — your DealCloud instance URL, e.g. yourfirm.dealcloud.com
  • Client ID — the OAuth client ID for the API integration
  • Client Secret — the corresponding secret
2

Connect in Breaknine

Go to Settings → Integrations in Breaknine and click Connect next to DealCloud. Enter your site URL, client ID, and client secret, then click Connect.
3

Configure your sync

After connecting, select which entry lists and contact types to sync into Breaknine.

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Sync behavior

TypeBehavior
Initial syncAll contacts and companies are imported on first connection
Incremental syncNew and updated records sync on a scheduled basis
CredentialsClient ID + Client Secret, encrypted at rest
DealCloud is typically used by financial services firms with enterprise-grade access controls. If you don’t have API credentials, ask your DealCloud administrator to create an API user with read access.

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Disconnect

Go to Settings → Integrations, click the DealCloud row, and select Disconnect. You can optionally delete all synced data from Breaknine at the same time.