Learn how to seamlessly push data from DealCloud to Pitchly for improved data consistency and streamlined content creation.
Overview
Integrating DealCloud with Pitchly allows you to sync and manage data across both platforms, giving your team access to accurate data for content creation. Follow this guide to set up the integration so that DealCloud data flows seamlessly into Pitchly.
Note: You must have Admin permissions to configure integrations.
Step 1: Start the DealCloud Integration Setup
In Pitchly, navigate to the Admin home view and select the Integrations tab on the left sidebar.
In the Integrations Marketplace, locate the DealCloud tile and click Connect.
Step 2: Authenticate with DealCloud
Note: This step only needs to be completed once per Pitchly account. If you have already completed this step, you can skip to step 3.
A new pop-up window will appear, prompting you to select your DealCloud account from a dropdown, or authenticate with a new one
To authenticate with a new account, select Connect Account from the dropdown
In the new window, enter your DealCloud Url, Client ID, and Client Secret, and click Next
After authentication, you’ll be returned to the integration setup within Pitchly.
Important: The necessary authentication credentials must be obtained by an administrator within your DealCloud account.
This integration will only have access to data that is available to the user associated with the API token. Ensure that this user has the necessary permissions in DealCloud for all data you wish to sync with Pitchly. We recommend creating a special user for this integration.
If you'd prefer your DealCloud administrator to handle the authentication:
They can log into Pitchly and complete Steps 1 and 2 of this guide.
After clicking Next, they can exit the setup process.
You will then be able to select the authorized DealCloud account from the dropdown menu during your integration setup.
Step 3: Select the Source Object in DealCloud & Filter Field
Now that you’re authenticated, identify the specific object within DealCloud that you wish to sync to Pitchly. This could be objects like Companies, Contacts, Users, Opportunities, and more.
Select Source Object: Choose the DealCloud object containing the data you want to integrate with Pitchly.
Optional Filter Field. You can select a preferred filter field to limit the data coming into Pitchly. This could be a field like Deal Status = Announced, or even a Sync to Pitchly Checkbox = Yes. Only records that match this filter will be pushed into Pitchly.
You will create separate automations for each object you wish to sync data from
Special Considerations for DealCloud Integrations
DealCloud organizes data using two types of objects—entity objects and aggregation objects:
Entity Object: Represents a single core business concept, like a company or person, with a unique identifier.
Aggregation Object: A collection of related entities grouped together to enforce business rules, allowing you to manage data from multiple entities as a single unit.
To correctly set up your DealCloud integration, follow these guidelines:
Run Aggregation Object Integrations First: Within Pitchly, create a table for each aggregation object you want to sync and complete these integrations before integrating any entity objects. This setup ensures that references between objects (e.g., the “Countries” aggregation object linked to a “Companies” entity) are properly handled.
Handle Object References: If an entity object (e.g., Companies) includes references to another object (e.g., Countries), make sure to map these fields carefully in Step 5 to maintain data integrity across Pitchly.
Step 4: Set the Destination Workspace and Table in Pitchly
Define where the DealCloud data will reside in Pitchly:
In the Configure Destination screen, select Pitchly under Choose Service.
Select your current Pitchly user & account from the dropdown, or click Connect Account if no connection has been made yet.
Select Workspace: From the drop-down menu, select the Pitchly workspace where your DealCloud data should appear. Only users with access to this workspace will be able to view and manage the synced data.
Select Table: Choose the specific table within the selected workspace to store your DealCloud data. Ensure that this table is ready with the required fields to receive the incoming data.
Select Entry Id as the Match by field. For DealCloud integrations, Entry ID should always be used as the primary matching field, ensuring that Pitchly correctly identifies and syncs entries from DealCloud.
Step 5: Map Fields
Map DealCloud fields to corresponding fields in Pitchly for seamless data transfer:
Field Mapping: Match each DealCloud field (left column) with the appropriate Pitchly field (right column) to ensure accurate data syncing. Confirm that data types (e.g., text, date) align between both platforms.
Custom Field Mapping: If you are syncing custom fields from DealCloud, ensure these fields exist and are correctly mapped in the Pitchly table.
Click Finish when you are done mapping fields.
Step 6: Turn On the Integration
You will now be prompted to Turn On the automation.
Click Turn On to start the automation immediately
Click Not Now to save your setup, and turn it on at another time
Tip: Pitchly automations default to a five-minute sync interval. To adjust this interval, please refer to this article on adjusting automation run intervals.
Managing Your DealCloud Integration
After setup, the DealCloud integration will run based on the selected configurations. If you need to make changes, you can adjust settings by going back to the Integrations tab and selecting Manage on the DealCloud tile.
Troubleshooting
If you experience issues with the integration, try the following:
Confirm that your DealCloud account has appropriate permissions for data sharing.
Verify that all required fields in Pitchly are mapped to DealCloud data fields.
Check the Entry ID matching configuration to ensure accurate syncing.
For further assistance, contact Pitchly Support at support@pitchly.com.