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Business productivity ⇄ CRM

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

Keep Braze 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 Braze and DealCloud

Sync what happens in Braze 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 Braze 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 Content Blocks, Users, Custom Attributes, Custom Events in Braze to Investment, Relationship, Activity, Task in DealCloud with bi-directional, real-time sync. Activity and record changes in Braze update the matching contact or account in DealCloud, and CRM data flows the other way wherever Braze can store and use it.

Common use cases

  • 01 Export campaign and Canvas engagement data into a warehouse for cross-channel reporting.
  • 02 Sync audience membership computed in the warehouse into Braze segments for targeting.
  • 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 Braze can store CRM context: fields kept current

Owner, lifecycle stage, or account details from DealCloud sync into Braze, so people working there have the context without switching tools.

Where Braze runs outreach

Prospects, sends, and replies sync into DealCloud, keeping lead status current without manual imports.

Where Braze supplies contact or company data

Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.

What you can sync between Braze 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.

Braze objects DealCloud objects How this pairing syncs
Users The central profile object, identified by external ID, Braze ID, or user aliases; the main sync target. 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.
Content Blocks Reusable message content referenced across campaigns. Fund Synced with incremental and full sync. Content Blocks is specific to Braze and Fund to DealCloud — each maps to any object or custom field on the other side.
Custom Attributes Profile fields written from CRMs, warehouses, and product databases to drive personalization. Investment Synced with incremental and full sync. Custom Attributes is specific to Braze and Investment to DealCloud — each maps to any object or custom field on the other side.
Custom Events Behavioral events pushed into Braze to trigger campaigns and Canvases. Relationship Synced with incremental and full sync. Custom Events is specific to Braze and Relationship to DealCloud — each maps to any object or custom field on the other side.
Purchases Transaction records logged against profiles for revenue-based targeting. Activity Synced with incremental and full sync. Purchases is specific to Braze and Activity to DealCloud — each maps to any object or custom field on the other side.
Segments Audience definitions read for membership export and campaign targeting. Task Synced with incremental and full sync. Segments is specific to Braze and Task to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Braze 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.

Braze DealCloud Interval-based propagation

DetectionStacksync polls Braze for changes on an incremental schedule, reading only records changed since the previous pass. Braze Currents streams engagement events outward.

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

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

Rate-limit considerations

  • Braze: Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Braze ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braze 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 Braze or DealCloud record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Braze and DealCloud connectors work

Braze

Integration surface
REST API
Authentication
REST API keys scoped to specific endpoints, issued per workspace
Change detection
Braze Currents streams engagement events outward; profile reads otherwise rely on export endpoints and polling
Capabilities
read · write
Rate limits
Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request

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

    Choose tables

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

Braze 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
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:

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 392 integrations available for Braze and DealCloud.

Popular · 8 of 392
All Braze integrations All DealCloud integrations Browse all integrations
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