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AI ⇄ CRM

Autopilot to DealCloud integration — real-time, two-way sync

Keep Autopilot 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.

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

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Why teams connect Autopilot and DealCloud

Write what Autopilot computes onto the contacts, accounts, and deals in DealCloud, and feed DealCloud's records back into Autopilot, in real time and in both directions.

Autopilot turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in DealCloud, where reps and marketers actually work. Intelligence that stays inside Autopilot rarely reaches the record where a decision gets made, and Autopilot is only as sharp as the data it sees, which is also held in DealCloud.

Stacksync connects Custom Fields, Smart Segments, Journeys (Triggers), Activities in Autopilot to Task, User, Deal, Company in DealCloud with bi-directional, real-time sync. Records and fields from DealCloud flow into Autopilot as the material it scores, indexes, or enriches, and the values Autopilot produces flow back onto the matching contact, account, or deal in DealCloud, field by field, within seconds. There is no batch export in the middle and no glue code to maintain.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so DealCloud stays the record of the customer while Autopilot stays where the computation happens.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.

Common sync patterns

Where Autopilot indexes records for retrieval: DealCloud keeps it fresh

Contacts, accounts, and notes from DealCloud sync into Autopilot as they change, so embeddings or search stay aligned with the live CRM instead of a stale export.

Where Autopilot summarizes or drafts: text where reps read it

Summaries, next steps, or drafted messages generated in Autopilot write back onto the account or deal in DealCloud, next to the relationship they describe.

Where Autopilot enriches people or companies: fields fill in

Enriched attributes from Autopilot populate contact and company fields in DealCloud, and refreshes keep them from going stale.

What you can sync between Autopilot 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.

Autopilot objects DealCloud objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Contact Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Activity Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Task Synced with incremental and full sync. Smart Segments is specific to Autopilot and Task to DealCloud — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. User Synced with incremental and full sync. Journeys (Triggers) is specific to Autopilot and User to DealCloud — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Deal Synced with incremental and full sync. Lists is specific to Autopilot and Deal to DealCloud — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Company Synced with incremental and full sync. Custom Fields is specific to Autopilot and Company to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Autopilot 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.

Autopilot DealCloud Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

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

DealCloud Autopilot 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 Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Autopilot ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot 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 Autopilot or DealCloud record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Autopilot and DealCloud connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

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

    Choose tables

    Pick the Autopilot 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 · Autopilot ⇄ 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
    Autopilot DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot 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.

Learn more about security
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:

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

Related integrations

Every pair below is a real-time, two-way sync. Search all 395 integrations available for Autopilot and DealCloud.

Popular · 7 of 395
All Autopilot integrations All DealCloud integrations Browse all integrations
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