Connect Dealroom to Well
Push company record and person record into Well through Dealroom, ready to query and act on in your workspace.
What Well pulls from Dealroom
Dealroom feeds company record, person record into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Dealroom’s access.
| From Dealroom | In Well | Relation | |
|---|---|---|---|
| Company record | Customer | Enriches | |
| Person record | Contact | Resolves to |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Dealroom → Well
What Well does with your Dealroom connection
Connect
Connect Dealroom over API key: you generate a Dealroom key and paste it into Well, where it is stored encrypted at rest and never returned in responses.
Sync
Well brings company record and person record in from Dealroom on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Dealroom entity into customer and contact, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Dealroom lands in the workspace as customer and contact you can search, chart, and automate.
Questions Dealroom unlocks
Ask in plain language. Well answers from your connected Dealroom connection, resolved against the rest of your stack.
Ask anything about your Dealroom connection
Ask about your Dealroom connection…
1 agent skill runs on Dealroom.
Well lists Dealroom in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks Dealroom
Connect Dealroom in three steps
- 01
Generate an Dealroom API key
In Dealroom, generate an API key with the scopes Well lists in the trust section below. In Well's Connections > Dealroom, paste the key. Well validates it against Dealroom's API and confirms with a sample fetch.
- AuthAPI key
- Validationsample fetch on save
- 02
Map your entities
Well brings company record and person record from Dealroom into your workspace using the canonical mappings defined in Well's data-views layer.
- Mappingpreconfigured by Well
- 03
Use the data
Use what you bring in from Dealroom in conversation, records tables, or agent runs. Rotating the key in Dealroom requires updating the key in Well; nothing else.
- First syncstarts as soon as connect completes
Keys are never returned in API responses. Rotate freely; Well will prompt for the new key.
How Dealroom stays secure with Well
Well calls Dealroom with the API key you provision, scoped to company record and person record. The key is never logged and never returned in API responses. Dealroom validates the key on every request; rotating the key in Dealroom immediately invalidates Well's access. No write access unless the key explicitly grants it.
- granted
Read Dealroom records
Endpoints the Dealroom API token grants, scoped by your consent.
- granted
Resolve company record and person record across your stack
Match identifiers in Dealroom against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Dealroom records
Not granted; Dealroom is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Read API keys from Dealroom's settings
Well only sees the keys you paste in. The keys never leave Well's secret store back to Dealroom's admin surface.
Frequently asked questions about Dealroom and Well
How do I connect Dealroom to Well, and how long does it take?
In Dealroom, generate an API key with read access (scoped to what's listed in the security section below). In Well, open Connections > Dealroom, paste the key, and save. Well validates the key against Dealroom's API and pulls a first sample as confirmation.
What does Well pull into the workspace from Dealroom?
Well brings in company record, and person record from Dealroom and reshapes each entity into your workspace: company record becomes customer; person record becomes contact. Every record arrives with the source identifier preserved, so Dealroom stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Dealroom unlock once it is connected to Well?
Once Dealroom is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Dealroom source, so you can always trace a workspace record back to the original.
How does Well preserve the link from a workspace customer back to the original company record in Dealroom?
Every workspace customer built from Dealroom carries the source company record identifier plus a deep link back to the original record. From a workspace page, one click takes you to the Dealroom record; from Dealroom, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.
How often does Dealroom sync with Well, and what triggers a refresh?
Well polls Dealroom regularly for company record and person record. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Dealroom's side stays modest.
Can I disconnect Dealroom and what happens to the data Well already pulled?
Open Connections > Dealroom in Well, click Disconnect, then rotate the API key on Dealroom's side. Well stops calling Dealroom as soon as you disconnect; rotating the key on the provider's side guarantees Well cannot resume access. The company record and person record already synced stay in your workspace until you ask Support to purge them.
How does Well protect what it pulls in from Dealroom?
The Dealroom records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.
Pairs well with Dealroom
Popular cross-category
Ready to build with the Dealroom?
Connect once. Every company record, person record from Dealroom becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.