What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Deal management platform for financial firms to track pipelines and client activities
Example
"Create a new deal in Salesforce when a new investment is logged in Deal Cloud"
Memory Recall
View firm-wide interaction timelines and deal progress.
Example
"Show communication history for top 10 deals in Deal Cloud."
Instant Reaction
Notify relationship manager when deal stage changes unexpectedly in Deal Cloud.
Example
"Alert if deal moves from negotiation to lost without note."
Autonomous Routine
Monitor deal timelines, status transitions, and engagement frequency.
Example
"Send weekly update of stalled deals by region."
Agent-Initiated Action
Auto-escalate or reassign deals based on inactivity or owner availability.
Example
"Reassign deal if no activity for 5 days and owner is on leave."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Track deal stages
Outlook
Sync meeting invites
Slack
Notify account team on close date changes
Try It with Your Agent
Example Prompt:
"Update deal stage in Deal Cloud and alert account executive in Slack when closing shifts."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Deal Cloud in Fastn UCL: Navigate to the Connectors section and select Deal Cloud, then click Connect.
2
Authenticate using Deal Cloud credentials to authorize CRM access.
3
Enable “create_deal” and “get_activity” in the Actions tab.
4
Use the AI Agent to manage private equity workflows.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
