Real-time
Two-way sync
Changes in Asana or DealCloud instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Asana to DealCloud integration — real-time, two-way sync
Keep Asana 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Asana and DealCloud
Sync what happens in Asana with the customer records in DealCloud, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Asana holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Tasks, Projects, Sections, Custom fields in Asana to Fund, Investment, Relationship, Activity in DealCloud with bi-directional, real-time sync. Activity and record changes in Asana update the matching contact or account in DealCloud, and CRM data flows the other way wherever Asana can store and use it.
Common use cases
- 01 Write closed deals or new orders from a CRM or ERP into Asana Tasks to launch delivery, onboarding, or fulfillment projects automatically.
- 02 Mirror Projects, Sections, and Portfolios into a warehouse for cross-team reporting on status, timelines, and workload without CSV exports.
- 03 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
Common sync patterns
Where Asana handles support or shared inboxes
Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.
Where Asana supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
Where Asana can store CRM context: fields kept current
Owner, lifecycle stage, or account details from DealCloud sync into Asana, so people working there have the context without switching tools.
What you can sync between Asana 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.
| Asana objects | DealCloud objects | How this pairing syncs | |
|---|---|---|---|
| Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. | Task Synced with incremental and full sync. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Users Members of a workspace or organization referenced by assignee and follower fields; read to resolve GIDs to names and emails. | 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. | |
| Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. | Fund Synced with incremental and full sync. | Teams / Workspaces is specific to Asana and Fund to DealCloud — each maps to any object or custom field on the other side. | |
| Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. | Investment Synced with incremental and full sync. | Projects is specific to Asana and Investment to DealCloud — each maps to any object or custom field on the other side. | |
| Sections Ordered groupings of Tasks within a project; synced as a grouping attribute or category field on the row. | Relationship Synced with incremental and full sync. | Sections is specific to Asana and Relationship to DealCloud — each maps to any object or custom field on the other side. | |
| Custom fields Typed fields (text, number, enum, multi-enum, date, people) defined at project or workspace level; mapped to database columns, with enum values written by option GID. | Activity Synced with incremental and full sync. | Custom fields is specific to Asana and Activity to DealCloud — each maps to any object or custom field on the other side. |
How changes propagate between Asana 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.
Asana DealCloud Sub-second propagation
DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.
DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.
DealCloud Asana 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 Asana through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Asana ⇄ DealCloud
Connect Asana and DealCloud for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–DealCloud connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Asana 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 Asana or DealCloud record.
Observability
Monitoring
Track your Asana ⇄ DealCloud sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Asana and DealCloud.
How the Asana and DealCloud connectors work
Asana
- Integration surface
- REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
- Authentication
- OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
- Change detection
- Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
- Capabilities
- read · write · webhooks
- Rate limits
- Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
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 Asana 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.
- 01
Connect your apps
Authenticate Asana 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.
Asana
connected
DealCloud
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Asana 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.
objects · Asana ⇄ DealCloudCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Asana DealCloudCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Asana and DealCloud integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Asana and DealCloud: authenticate both systems, choose the objects to sync (such as Asana's Tasks and Users), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Asana and DealCloud records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Asana and DealCloud connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Asana–DealCloud integration in-house.
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Yes — Stacksync ships production-grade connectors for both Asana and DealCloud. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Asana: Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used. On DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Asana side: Tasks, Projects, Sections, Custom fields, plus custom fields where Asana exposes them. On the DealCloud side: Fund, Investment, Relationship, Activity. Stacksync auto-detects both schemas and converts types between the two systems.
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
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 427 integrations available for Asana and DealCloud.
Popular · 7 of 427
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DealCloud ⇄ Zendesk -
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No integrations match .
