Integrating Scend with CRMs

Overview

This guide walks through how to use the Scend API to run Scend workflows and sync their results into your team's CRM.

You can always export data in Excel/CSV format from Scend, then upload it to your CRM manually. Integrating with the Scend API allows for recurring, real-time updates from our platform without manual intervention.

Scope and Audience

Audience

• Engineering teams for internal tools
• Ops / IT teams supporting deal teams

What we'll cover

• Scend -> CRM data sync setup
• API endpoints, mapping data, retries, and ops
• CRM-specific setup guides

Scend API

Authentication

On Scend Enterprise Plans, an organization owner can create an API key and grant only the actions needed by the integration.

• Base URL: https://api.scend.ai
• Auth Header: Authorization: Bearer <api_key>

Endpoints

The customer API currently supports:

• Creating, triggering, and reading Originations
• Creating and reading Buyer Lists and their search results
• Creating, triggering, and reading Market Research reports
• Listing and reading Investors

Reference the API docs for supported operations, request schemas, and response schemas.

CRM Integration Guides

In this section, we cover integration steps for common CRMs used by finance and GTM teams. If your CRM is not listed, contact contact@scend.ai.

Salesforce

Step 1 - Create Named Credential (Bearer) (source)

• Setup -> Named Credentials -> New
• URL: https://api.scend.ai
• Identity Type: Named Principal
• Authentication Protocol: Custom
• Add custom header:
  • Name: Authorization
  • Value: Bearer <Scend API Key>

Step 2 - Register External Service (source)

• Setup -> External Services -> New External Service
• Select your Named Credential
• Choose: From URL
• Paste: https://api.scend.ai/openapi.json
• Click Next -> Save

Step 3 - Use in Flow (source)

• Setup -> Flows -> New Flow
• Add -> Action and search for your registered service
• Select an endpoint, map inputs, and store outputs

HubSpot

Step 1 - Create HubSpot Private App (source)

• HubSpot -> Settings -> Integrations -> Private Apps -> Create App
• Name: Scend Integration
• Required scopes:
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.objects.companies.read
  • crm.objects.companies.write
• Save and copy the Private App Access Token

Step 2 - Create Workflow (source)

• HubSpot -> Automation -> Workflows -> Create Workflow
• Choose Contact-based or Company-based
• Add trigger (for example, company created or property changed)

Step 3 - Add Custom Code Action (source)

const axios = require("axios");

exports.main = async (event, callback) => {
  const response = await axios.get("https://api.scend.ai/investors?limit=100", {
    headers: {
      Authorization: "Bearer YOUR_SCEND_API_KEY",
    },
  });

  const investor = response.data[0];

  callback({
    outputFields: {
      investor_name: investor?.name ?? "",
      investor_website: investor?.website ?? "",
    },
  });
};

Step 4 - Map Output to HubSpot Properties (source)

• After custom code action, add action -> Edit Record
• Map output fields from Scend endpoints into HubSpot properties

DealCloud

DealCloud's API supports reading and writing companies, contacts, deals, and other configured objects. Because each DealCloud site has its own schema and permissions, Scend configures this integration with your team.

• Scend can read approved DealCloud records as workflow inputs
• Scend can write approved workflow results back to DealCloud
• Syncs can run on a manual trigger or an agreed recurring schedule

Step 1 - Enable DealCloud API Access (source)

• Ask a DealCloud administrator to create or select a dedicated integration account
• In Admin -> User Management, enable the API capability for the account's user group
• Grant only the objects, fields, and actions required for the approved sync
• If API access is unavailable, contact your DealCloud administrator or Customer Success Manager

Step 2 - Generate and Securely Share API Credentials (source)

• From the integration account's Profile, enable and copy its API key
• Provide Scend with your DealCloud site URL and API credentials
• Use a password manager share, restricted secure link, or encrypted channel; do not send credentials over standard email
• Scend stores the credentials securely and requests short-lived bearer tokens for approved API operations

Step 3 - Define the Data Mapping (source)

• Identify the DealCloud objects and fields to read or write, including any custom fields
• Choose stable matching keys so existing records can be updated without creating duplicates
• Agree on sync direction, workflow triggers, schedule, and ownership of conflicting updates

Step 4 - Build and Validate the Integration (handled by Scend) (source)

• Inspect your DealCloud schema and configure the approved mappings
• Implement authentication, batching, retries, and monitoring
• Test with a sandbox or approved test records and review results with your team

Step 5 - Go Live

• Enable the agreed production sync after customer validation
• Monitor failures, API limits, and record-matching outcomes
• Iterate field mappings and permissions as workflows change

DealRoom.net

Scend can push approved data and documents into DealRoom.net through a custom API integration. To set up the sync:

• Confirm API access is enabled and generate a DealRoom API token
• Securely share it with Scend
• Our engineering team builds and configures the integration
• Data is pushed from Scend into your DealRoom workspace

Step 1 - Generate Your DealRoom API Token (source)

• Log in to your organization's DealRoom.net environment
• Open the Profile Settings Panel from the DealRoom app header
• Generate an API token and copy it
• If API access is unavailable, contact your DealRoom administrator or support@dealroom.net to request access

Step 2 - Securely Share the API Token with Scend

• Do not send API tokens over standard email
• Use a password manager share, restricted secure link, or encrypted channel
• Share your DealRoom environment URL alongside the token so Scend can configure the connection
• Scend stores the token securely and uses it only for the approved integration

Step 3 - Define Data Mapping (source)

• Agree on the data to sync using supported DealRoom API objects:
  • Rooms
  • Documents
  • Requests
• Confirm available fields and permissions in your DealRoom environment with your administrator and Scend
• Define exact field mappings from Scend -> DealRoom
• Define sync mode:
  • Manual trigger
  • Scheduled batch

Step 4 - Integration Build and Testing (handled by Scend) (source)

• Authenticate to your DealRoom environment with the API token
• Build push integration and field mapping
• Add error handling and logging
• Test with approved test rooms or staging, if available, and validate with your team before production rollout

Step 5 - Go Live

• Scend pushes enriched data into DealRoom
• Monitoring and logging are enabled
• Field mapping adjustments can be iterated after launch