In this article
DealCloud is a powerful, user-friendly database solution that makes it easy to manage your CRM procedures. On top of that, they also work on developing the right marketing flows from a digital support standpoint. There are also managed implementation functions that make it easier to manage data.
Available Actions
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Create Entity Item
- Updated Entity Item
- Custom API request
Before setting up automations with DealCloud, connect the app to Albato.
- Access your Albato account
Log in to your Albato account. If you don't have an account, sign up here.
- Add a new connection
To do this, go to the Apps section and click the Add a connection button.
- Search for DealCloud
In the search bar, type DealCloud and select it from the menu.
Click Add a connection to start the setup process.
- Enter your DealCloud credentials
You'll need to provide your DealCloud URL, Client ID and API Key.
Sign in to your DealCloud account. Just copy the DealCloud URL from the browser's address bar.
Next, click on your account icon and go to the Profile tab.
Copy your API Key and Client ID.
Paste these values into the Albato connection fields.
- Complete the connection
After entering the required information into the Albato connection fields, click Continue to establish the connection.
Once the connection is established, you’ll see a success message, and your DealCloud account will be connected to Albato.
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