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Database ⇄ CRM

Azure Cosmos DB to DealCloud integration — real-time, two-way sync

Keep Azure Cosmos DB 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 Cosmos DB and DealCloud

Treat DealCloud like part of your database: its records live in Azure Cosmos DB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Azure Cosmos DB, where it can be queried and joined like everything else.

Stacksync mirrors User, Deal, Company, Contact from DealCloud into Partition keys, Change feed entries, Stored procedures and triggers, Databases in Azure Cosmos DB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in DealCloud with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 Consolidate documents from multiple containers into a single reporting store.
  • 04 Stream operational documents from Cosmos DB into a SQL warehouse via the change feed for analytics without hitting request-unit budgets with full scans.

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in DealCloud arrive as row changes in Azure Cosmos DB, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from DealCloud become tables in Azure Cosmos DB you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Azure Cosmos DB sync onto the matching records in DealCloud, giving go-to-market teams live product context.

What you can sync between Azure Cosmos DB 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 Cosmos DB objects DealCloud objects How this pairing syncs
Partition keys Determine data distribution and must be included on writes for the sync to route items correctly. Investment Synced with incremental and full sync. Partition keys is specific to Azure Cosmos DB and Investment to DealCloud — each maps to any object or custom field on the other side.
Change feed entries Ordered record of inserts and updates per partition, consumed for incremental sync. Relationship Synced with incremental and full sync. Change feed entries is specific to Azure Cosmos DB and Relationship to DealCloud — each maps to any object or custom field on the other side.
Stored procedures and triggers Server-side logic scoped to a partition; relevant when writes must respect existing validation. Activity Synced with incremental and full sync. Stored procedures and triggers is specific to Azure Cosmos DB and Activity to DealCloud — each maps to any object or custom field on the other side.
Databases Top-level namespaces that scope containers and throughput provisioning. Task Synced with incremental and full sync. Databases is specific to Azure Cosmos DB and Task to DealCloud — each maps to any object or custom field on the other side.
Containers The unit of partitioning and throughput; each container maps to a synced collection. User Synced with incremental and full sync. Containers is specific to Azure Cosmos DB and User to DealCloud — each maps to any object or custom field on the other side.
Items (JSON documents) Schema-flexible JSON records read and written during sync; nested structures are flattened or mapped as needed. Deal Synced with incremental and full sync. Items (JSON documents) is specific to Azure Cosmos DB and Deal to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Azure Cosmos DB 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 Cosmos DB DealCloud Sub-second propagation

DetectionChanges in Azure Cosmos DB are captured at the source via change data capture — no polling loop against its API. Built-in change feed exposing inserts and updates in order within each partition key range.

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

DealCloud Azure Cosmos DB 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 applied to Azure Cosmos DB as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Azure Cosmos DB ⇄ DealCloud

Connect Azure Cosmos DB and DealCloud for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Azure Cosmos DB 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 Cosmos DB or DealCloud record.

Observability

Monitoring

Track your Azure Cosmos DB ⇄ 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 Cosmos DB and DealCloud.

How the Azure Cosmos DB and DealCloud connectors work

Azure Cosmos DB

Integration surface
REST API and SDKs over HTTPS (API for NoSQL, formerly the SQL API); also MongoDB, Cassandra, Gremlin, and Table API surfaces
Authentication
Account keys, resource tokens, or Microsoft Entra ID role-based access
Change detection
Built-in change feed exposing inserts and updates in order within each partition key range
Capabilities
read · write · CDC

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

    Choose tables

    Pick the Azure Cosmos DB 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 Cosmos DB ⇄ 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 Cosmos DB DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Azure Cosmos DB 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
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 392 integrations available for Azure Cosmos DB and DealCloud.

Popular · 8 of 392
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