Connecting DealCloud

Last updated: April 1, 2026

Metal integrates with DealCloud to help you query, search, and export data across your CRM. Once connected, you can use natural language to search your DealCloud instance, browse companies and deals, and export CIM analysis data directly to DealCloud.

Setting Up the Connection

Prerequisites

  • Your organization must have the DealCloud integration enabled by a Metal administrator.

  • You will need your DealCloud API key (provided by your DealCloud administrator).

Connecting Your Account

  1. Navigate to the Manage Integrations page by clicking your organization name in the top of the sidebar.

  1. Click the DealCloud card.

  1. Enter your DealCloud Client ID, API key, and domain URL

    when prompted.

  1. Click Save to complete the connection.

Connection Status

Once connected, the DealCloud integration page shows:

  • A Connected DealCloud instance

  • All of your connected objects and the last time they were synced

Supported DealCloud Objects

Metal supports the following DealCloud entry types:

Object

Description

Companies

Portfolio companies and prospects in your DealCloud instance

Deals

Investment opportunities and transactions

Contacts

People associated with companies and deals

Interactions

Meeting notes, calls, and activity history

Sectors

List of sector classifications to inform enrichment

Subsectors

List of subsector classifications to inform enrichment

DealCloud is highly customizable, so the exact names and fields available depend on your organization's configuration.

Exporting CIM Data to DealCloud

Metal can analyze Confidential Information Memorandums (CIMs) and export the extracted data directly to your DealCloud instance. This streamlines the process of capturing deal information from CIM documents.

How It Works

  1. Upload a CIM document to Metal.

  2. Metal's AI extracts key information including company details, financial metrics, and business descriptions.

  3. From the CIM analysis view, click Export to DealCloud.

  4. Select the target DealCloud entry type and map fields as needed.

  5. Metal creates or updates the corresponding record in DealCloud.

This feature supports exporting to data to deals

Syncing Data from DealCloud

Metal can sync data from DealCloud to keep your research up to date:

  • Companies: Sync company records to enable cross-referencing with your documents

  • Deals: Keep deal pipeline information available in Metal

  • Contacts: Maintain contact information for your coverage universe

  • Interactions: Bring activity history into Metal for reference

Syncing runs automatically on a schedule, keeping Metal up to date with changes in your DealCloud instance.

Creating and Updating Records

Metal can create new records or update existing records in DealCloud directly from chat or workflows. This includes:

  • Logging interactions from unstructured meeting notes and creating or updating the associated objects (companies, contacts, deals, etc.)

  • Updating deal information extracted from CIMs

  • Creating or updating contacts extracted from CIMs

When creating records, Metal automatically handles DealCloud's field types including text, numbers, dates, choice fields, reference fields, and user assignments.

Restrictions

  • Write operations create audit logs that track what was exported and when.

  • Some DealCloud field types may have specific requirements (e.g., choice fields only accept predefined values).

  • Large batch exports may be processed asynchronously.

  • Field mappings must be configured by an administrator before importing and exporting data