CRM & RevOps

DealCloud

Deal management platform for investment firms and capital markets.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Deal Management

Pipeline Analytics

Relationship Intelligence

Workflow Automation

How to use this tool

"Claude, use the DealCloud API to sync our latest pipeline updates and identify top-tier opportunities for the Q4 investor review."

About DealCloud

DealCloud is an Intapp product that provides deal management and firm-wide workflow solutions for investment firms, capital markets, and corporations. The platform offers comprehensive APIs for managing deals, contacts, companies, and custom data structures. DealCloud SDKs in Python and C# enable seamless integration with existing technology stacks.

Direct Agent Workflow for DealCloud

• Connect: Give your DealCloud API Key or OAuth2 to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Deal Management and Pipeline Analytics directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use DealCloud for

AI Tools for CRM Automation Sales Analytics Tools for AI Agents Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

API Key / OAuth2

Pricing Tier

Paid Only

SDK Languages

Python, C#

Webhooks

Yes

Frequently Asked Questions

What does DealCloud do?

DealCloud is a crm & revops tool that provides Deal management platform for investment firms and capital markets.

How do I use DealCloud with AI agents?

Connect DealCloud to agents like Claude Code or Cowork by using its REST and your API Key or OAuth2 keys. This allows your agent to perform Deal Management and Pipeline Analytics directly without needing extra software.