Integrating Scend with CRMs

Overview

This guide walks through how to use the Scend API as a recurring data source for company and person records in 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, your organization will be issued an API key to authenticate calls.

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

Endpoints

Current endpoints support fetching companies and people data from our M&A-focused database.

Please reference our API docs for query details.

Coming in 2026:

1. Trigger Originations from an API (polling / async model)
2. Fetch Originations results as structured data
3. Trigger Market Research from an API (polling / async model)
4. Download market research results
5. Fetch deal information from our M&A database

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/v1/your-endpoint", {
    headers: {
      Authorization: "Bearer YOUR_SCEND_API_KEY",
    },
  });

  callback({
    outputFields: {
      company_name: response.data.company_name,
      industry: response.data.industry,
    },
  });
};

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

DealRoom.net

DealRoom does not support pulling data from external APIs directly. To sync Scend data into DealRoom:

• You generate a DealRoom API key
• 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 Key (source)

• Log in to DealRoom
• Go to Settings -> API (or Developer / API Access)
• Click Generate API Key and copy the key
• If API access is hidden, contact your DealRoom account admin

Step 2 - Securely Share the API Key with Scend

• Do not send API keys over standard email
• Use a password manager share, restricted secure link, or encrypted channel
• Scend stores and scopes the key for approved integration endpoints only

Step 3 - Define Data Mapping (source)

• Define objects to sync:
  • Deals
  • Companies
  • Contacts
  • Custom fields
• Define exact field mappings from Scend -> DealRoom
• Define sync mode:
  • Real-time
  • Manual trigger
  • Scheduled batch

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

• Authenticate against your DealRoom API
• Build push integration and field mapping
• Add error handling and logging
• Test in staging and validate 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