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CRM

Connect DealCloud to any app with two-way sync.

Two-way sync DealCloud across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Object catalog

What Stacksync syncs in DealCloud.

These objects sync between DealCloud and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where DealCloud exposes them.

Deal
Synced with incremental and full sync.
Company
Synced with incremental and full sync.
Contact
Synced with incremental and full sync.
Fund
Synced with incremental and full sync.
Investment
Synced with incremental and full sync.
Relationship
Synced with incremental and full sync.
Activity
Synced with incremental and full sync.
Task
Synced with incremental and full sync.
User
Synced with incremental and full sync.
API surface

How Stacksync connects to DealCloud.

The connector runs on DealCloud's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Not available
What ships with DealCloud

Connect DealCloud for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in DealCloud instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single DealCloud record.

Observability

Monitoring

Track your DealCloud sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the DealCloud connector.

  • Private capital operations
  • Deal teams
  • RevOps
  • Data engineering

  1. Two-way sync of DealCloud deals, companies, and contacts with Salesforce or a data warehouse so deal teams and analysts work from one source of truth.

  2. Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.

  3. Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.

  4. Sync DealCloud deal-pipeline changes into Postgres or Snowflake for LP reporting and fundraising analytics.

  5. Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.

All DealCloud integrations

Pick the system you need to keep in sync with DealCloud. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 40

ERP · 47

Database · 45

Data warehouse · 30

Business productivity · 27

Accounting and finance · 8

How it works

Set up DealCloud in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate DealCloud with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    DealCloud database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo

FAQ

DealCloud connector FAQ

What can I sync with the DealCloud connector?

DealCloud's core objects — Deal, Company, Contact, Fund and custom fields — can sync with any of 197 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to DealCloud?

Via REST API (DealCloud Data API v2), authenticated with OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes. Changes are detected as follows — incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. Stacksync manages rate limits, retries, and schema changes automatically.

Is the DealCloud connector two-way?

Yes. Changes made in DealCloud propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a DealCloud integration take to set up?

Most DealCloud integrations go live in minutes: authenticate DealCloud and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is DealCloud data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. DealCloud data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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