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Security and identity ⇄ CRM

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

Keep Azure 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

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Why teams connect Azure Active Directory and DealCloud

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

A CRM and an identity system usually describe different populations. DealCloud tracks customers, contacts, and the deals in motion; Azure 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 Azure Active Directory provisions and disables, and when Azure Active Directory also runs the login accounts for your product, the customers in DealCloud are the same users Azure Active Directory authenticates. Left unconnected, a departure in Azure Active Directory leaves stale ownership sitting in DealCloud, and a signup in Azure Active Directory never reaches the account it belongs to.

Stacksync syncs Deal, Company, Contact, Fund in DealCloud with Groups, Group memberships, Applications, Service principals in Azure 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Replicate Groups and their Members into a Postgres warehouse for access reviews and entitlement reporting.
  • 04 Mirror Applications and Service principals into a database or CMDB to track app ownership and credential expiry.

Common sync patterns

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Azure 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 Azure Active Directory

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

Where Azure Active Directory governs your workforce: CRM users kept current

New employees in Azure Active Directory become active users in DealCloud with the right role, and group or department changes update their access and team, so the CRM's user list matches the directory without an admin re-keying it.

What you can sync between Azure 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.

Azure Active Directory objects DealCloud objects How this pairing syncs
Users /users in Microsoft Graph; synced two-way — profile attributes, accountEnabled, and assignedLicenses are read out while provisioning writes (create, update, disable, delete) are pushed back. 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.
Devices /devices registered or joined to the tenant; typically read-only into asset and security databases. Task Synced with incremental and full sync. Devices is specific to Azure Active Directory and Task to DealCloud — each maps to any object or custom field on the other side.
Groups /groups covering security and Microsoft 365 groups; created, updated, and deleted through Graph, and read into warehouses for entitlement reporting. Deal Synced with incremental and full sync. Groups is specific to Azure Active Directory and Deal to DealCloud — each maps to any object or custom field on the other side.
Group memberships Member and owner relationships on /groups/{id}/members; added and removed via the $ref endpoint and tracked for changes with delta query on $select=members. Company Synced with incremental and full sync. Group memberships is specific to Azure Active Directory and Company to DealCloud — each maps to any object or custom field on the other side.
Applications App registrations under /applications; usually read into a database or CMDB for app ownership and credential-expiry tracking. Contact Synced with incremental and full sync. Applications is specific to Azure Active Directory and Contact to DealCloud — each maps to any object or custom field on the other side.
Service principals /servicePrincipals (enterprise apps) plus appRoleAssignments; read for app inventory and access-posture reporting. Fund Synced with incremental and full sync. Service principals is specific to Azure Active Directory and Fund to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Azure 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.

Azure Active Directory DealCloud Sub-second propagation

DetectionAzure Active Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (deltaLink tokens returning only changed users and groups, with @removed deletions) paired with change-notification.

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

DealCloud Azure 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 Azure Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Azure Active Directory: Resource-unit throttling: roughly 8,000 ResourceUnits per 10 seconds per app for reads on tenants over 500 users, writes near 3,000 requests per 2.5 minutes; 429 responses include a Retry-After header.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Azure Active Directory ⇄ DealCloud

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

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

Real-time

Two-way sync

Changes in Azure 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 Azure 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 Azure Active Directory or DealCloud record.

Observability

Monitoring

Track your Azure 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 Azure Active Directory and DealCloud.

How the Azure Active Directory and DealCloud connectors work

Azure Active Directory

Integration surface
Microsoft Graph REST API (v1.0)
Authentication
OAuth 2.0 via the Microsoft identity platform using an Entra ID app registration; app-only (client credentials) or delegated flows, with directory scopes such as User.ReadWrite.All and Group.ReadWrite.All requiring tenant admin consent
Change detection
Microsoft Graph delta query (deltaLink tokens returning only changed users and groups, with @removed deletions) paired with change-notification webhook subscriptions for near-real-time push
Capabilities
read · write · webhooks
Rate limits
Resource-unit throttling: roughly 8,000 ResourceUnits per 10 seconds per app for reads on tenants over 500 users, writes near 3,000 requests per 2.5 minutes; 429 responses include a Retry-After header

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 Azure 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 Azure 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
    Azure Active Directory connected
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Azure 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 · Azure 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
    Azure Active Directory DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Azure 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.

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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 Azure Active Directory and DealCloud.

Popular · 8 of 420
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