Dealcloud Integration
Automate the tedious manual entry into Intapp Dealcloud. Ingest CIMs and teasers with Underlying, and write structured deal metrics directly to your CRM fields.
Supercharge your Deal Pipeline
- Automatically populate "EBITDA", "Revenue", and "Growth" custom fields directly from uploaded CIMs.
- Respects Dealcloud RBAC: Underlying users can only query and write to deals they are assigned to in Dealcloud.
- Sync weekly status reports and pipeline changes seamlessly.
Dealcloud API Sync
{
"deal_id": "DC-8921",
"company_name": "Acme Logistics",
"financials": {
"ttm_revenue": "$45.2M",
"ttm_ebitda": "$12.1M",
"source_file": "Project_Atlas_CIM.pdf (Page 14)"
}
}
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