Skip to content
Security and identity ⇄ CRM

Active Directory to DealCloud integration — real-time, two-way sync

Keep Active Directory and DealCloud in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Active Directory and DealCloud

Keep the people DealCloud and Active Directory both track in agreement in real time: the internal users who own records in DealCloud, and the customer login accounts in Active Directory.

A CRM and an identity system usually describe different populations. DealCloud tracks customers, contacts, and the deals in motion; Active Directory governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in DealCloud are the same employees Active Directory provisions and disables, and when Active Directory also runs the login accounts for your product, the customers in DealCloud are the same users Active Directory authenticates. Left unconnected, a departure in Active Directory leaves stale ownership sitting in DealCloud, and a signup in Active Directory never reaches the account it belongs to.

Stacksync syncs Task, User, Deal, Company in DealCloud with Organizational contacts, Users, Groups, Group memberships in Active Directory in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Read Devices and service principals into a database for identity, asset, and license inventory across the tenant.
  • 04 Two-way sync Users and Groups between Microsoft Entra ID and an HRIS or Postgres so joiners, movers, and leavers provision and deprovision automatically.

Common sync patterns

Where Active Directory runs customer login accounts: identity on the customer record

Signup, account status, multi-factor enrollment, and last-login from Active Directory land on the matching contact or account in DealCloud, so go-to-market teams see who has actually activated and who has gone dormant.

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Active Directory maps to fields in DealCloud, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: DealCloud drives Active Directory

A won or activated customer in DealCloud can create or update the corresponding user or account in Active Directory, so provisioning starts from the CRM record instead of a separate ticket.

What you can sync between Active Directory and DealCloud

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Active Directory objects DealCloud objects How this pairing syncs
Users User accounts in Entra ID and on-prem AD DS; synced two-way to create, update attributes, and enable or disable accounts. User Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Organizational contacts Directory contact objects (orgContact); synced for shared address-book and CRM person records. Deal Synced with incremental and full sync. Organizational contacts is specific to Active Directory and Deal to DealCloud — each maps to any object or custom field on the other side.
Groups Security and Microsoft 365 groups; synced two-way including name, type, and owner, with membership tracked separately. Company Synced with incremental and full sync. Groups is specific to Active Directory and Company to DealCloud — each maps to any object or custom field on the other side.
Group memberships Member and owner links between users and groups; membership add/remove changes are surfaced by delta query. Contact Synced with incremental and full sync. Group memberships is specific to Active Directory and Contact to DealCloud — each maps to any object or custom field on the other side.
Devices Registered and joined device objects; typically read into a database for inventory and compliance reporting. Fund Synced with incremental and full sync. Devices is specific to Active Directory and Fund to DealCloud — each maps to any object or custom field on the other side.
Directory roles Admin role assignments (directoryRole); read for access reviews and least-privilege governance. Investment Synced with incremental and full sync. Directory roles is specific to Active Directory and Investment to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Active Directory and DealCloud

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Active Directory DealCloud Sub-second propagation

DetectionActive Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers.

DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.

DealCloud Active Directory Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Active Directory: Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Active Directory ⇄ DealCloud

Connect Active Directory and DealCloud for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Active Directory or DealCloud instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Active Directory or 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 Active Directory or DealCloud record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Active Directory and DealCloud.

How the Active Directory and DealCloud connectors work

Active Directory

Integration surface
Microsoft Graph REST API (Entra ID / cloud) and LDAP/LDAPS (on-premises AD DS)
Authentication
OAuth 2.0 via the Microsoft identity platform — an app registration with application or delegated permissions (e.g. User.ReadWrite.All, Group.ReadWrite.All) and admin consent; on-prem AD DS uses a bound service account over LDAPS.
Change detection
Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers; on-prem AD DS uses the DirSync control and uSNChanged polling.
Capabilities
read · write · webhooks
Rate limits
Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.

DealCloud

Integration surface
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
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works

How to connect Active Directory to DealCloud — three steps, no code

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 Active Directory and DealCloud with each platform's 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
    Active Directory connected
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Active Directory and DealCloud objects to sync — Stacksync auto-detects both schemas, 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 · Active Directory ⇄ 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
    Active Directory DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Active Directory and DealCloud integration FAQ

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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 420 integrations available for Active Directory and DealCloud.

Popular · 8 of 420
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.