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Marketing ⇄ CRM

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

Keep Bingads 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 Bingads and DealCloud

Keep the people you sell to and the people you market to in one shared view: DealCloud and Bingads sync contacts, accounts, and engagement in real time, in both directions.

DealCloud owns the customer relationship and the pipeline; Bingads runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Relationship, Activity, Task, User in DealCloud with Budgets & Bid Strategies, Audiences & Remarketing Lists, Conversion Goals & Offline Conversions, Ad Extensions (Assets) in Bingads field by field, in real time, and in both directions. You decide which system owns which fields — DealCloud can own account and opportunity status while Bingads owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Two-way sync remarketing and customer-match audiences so audience lists stay aligned between a CDP or CRM and Microsoft Advertising.
  • 04 Push campaign structure - campaigns, ad groups, ads, keywords, and negative keywords - from a planning database into Microsoft Advertising through the Campaign Management or Bulk service.

Common sync patterns

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Bingads builds lists, segments, or ad audiences, membership tracks the fields and stage owned in DealCloud, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Bingads generates leads: hand-off without re-keying

New leads or responders captured in Bingads flow into DealCloud assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Bingads 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.

Bingads objects DealCloud objects How this pairing syncs
Keywords & Negative Keywords Bidded keywords and account/campaign/ad-group negative keywords with match types; CRUD, and the Bulk service is recommended for large keyword changes. Investment Synced with incremental and full sync. Keywords & Negative Keywords is specific to Bingads and Investment to DealCloud — each maps to any object or custom field on the other side.
Budgets & Bid Strategies Shared budgets and automated bid strategies (e.g. Maximize Conversions, Target CPA); read and write so finance-approved spend and bids apply to live campaigns. Relationship Synced with incremental and full sync. Budgets & Bid Strategies is specific to Bingads and Relationship to DealCloud — each maps to any object or custom field on the other side.
Audiences & Remarketing Lists Remarketing, customer-match, in-market, and similar audiences; read and create/associate to keep audience lists aligned with a CDP or CRM. Activity Synced with incremental and full sync. Audiences & Remarketing Lists is specific to Bingads and Activity to DealCloud — each maps to any object or custom field on the other side.
Conversion Goals & Offline Conversions Conversion goals (read/create) plus ApplyOfflineConversions, which imports offline conversion events (closed deals, qualified leads) back into Microsoft Advertising to inform bidding. Task Synced with incremental and full sync. Conversion Goals & Offline Conversions is specific to Bingads and Task to DealCloud — each maps to any object or custom field on the other side.
Ad Extensions (Assets) Sitelink, callout, image, call, and other extensions/assets associated to campaigns and ad groups; CRUD via Campaign Management. User Synced with incremental and full sync. Ad Extensions (Assets) is specific to Bingads and User to DealCloud — each maps to any object or custom field on the other side.
Accounts, Customers & Users Customer Management hierarchy - accounts, customers, and users - read and managed to mirror agency/MCC-style structure and access into an internal database. Deal Synced with incremental and full sync. Accounts, Customers & Users is specific to Bingads and Deal to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Bingads 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.

Bingads DealCloud Interval-based propagation

DetectionStacksync polls Bingads for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks or change-data-capture.

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

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

Rate-limit considerations

  • Bingads: Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Bingads ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bingads 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 Bingads or DealCloud record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Bingads and DealCloud connectors work

Bingads

Integration surface
SOAP web services (Bing Ads API v13): Campaign Management, Bulk, Reporting, Customer Management, Customer Billing, and Ad Insight services, plus offline conversion import. SDKs for C#, Java, Python, and PHP; a Sandbox environment mirrors production.
Authentication
OAuth 2.0 (Microsoft identity platform / Azure AD) access tokens passed in the SOAP AuthenticationToken header, plus a Microsoft Advertising Developer Token that authorizes API access; calls are scoped by CustomerId and account (CustomerAccountId).
Change detection
No webhooks or change-data-capture. Reporting is asynchronous - submit a report request, poll until it completes, then download the file. Current campaign state is refreshed via scheduled Bulk downloads (full or by last-sync date) or entity list calls.
Capabilities
read · write
Rate limits
Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.

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

    Choose tables

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

Bingads 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 380 integrations available for Bingads and DealCloud.

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