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Connect your CRM so companies and deals stay in sync between systems. Metal supports DealCloud, Salesforce, Affinity, and Dynamo.

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Enable a CRM (admin)

1

Open Integrations

Go to Settings → Integrations and find your CRM.
2

Enable and authorize

Click into the CRM and follow its setup. Some CRMs need credentials — for example, DealCloud asks for a Client ID, API Key, and Base Url before you click Connect.

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Connect your account (user)

Where a CRM supports per-user sign-in, connect your account at Settings → Connections once an admin has enabled it.
Setting up a CRM is part of onboarding — the Setup checklist includes an Integrate CRM step. See Onboarding your workspace.

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Investor Relations records from DealCloud

When your DealCloud connection includes the corresponding object mappings, Metal can also sync these records into Investor Relations:
  • Funds
  • Limited Partners
  • Fundraising Processes
The records use the field mappings, filters, and incremental import configured for your DealCloud connection. Incoming fundraising status and stage values map to the fundraising taxonomy in your Metal organization. If these records do not appear after DealCloud is connected, the IR object mappings may not be configured. Contact support@metal.ai for help.