> ## Documentation Index
> Fetch the complete documentation index at: https://changelog.breaknine.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# DealCloud

> Connect your DealCloud instance to sync deal pipeline and contact data into Breaknine.

[DealCloud](https://www.dealcloud.com) 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.

## 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.

## 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.

<Steps>
  <Step title="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
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Configure your sync">
    After connecting, select which entry lists and contact types to sync into Breaknine.
  </Step>
</Steps>

## Sync behavior

| Type             | Behavior                                                    |
| ---------------- | ----------------------------------------------------------- |
| Initial sync     | All contacts and companies are imported on first connection |
| Incremental sync | New and updated records sync on a scheduled basis           |
| Credentials      | Client ID + Client Secret, encrypted at rest                |

<Note>
  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.
</Note>

## 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.