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CRM

Clari to Dun And Bradstreet integration — real-time data sync

Keep Clari and Dun And Bradstreet 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 Clari and Dun And Bradstreet

Run Clari and Dun And Bradstreet side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Clari, so Clari always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Common use cases

  • 01 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
  • 02 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 03 Pull D&B risk and credit signals (PAYDEX, Failure Score, D&B Rating) into a warehouse for credit-risk, vendor-risk, and third-party-risk analytics.
  • 04 Sync the D&B corporate family tree (parent and subsidiary DUNS) into the CRM so ABM and territory owners see full account hierarchies and roll pipeline up to the global ultimate.

Common sync patterns

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Clari and Dun And Bradstreet

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.

Clari objects Dun And Bradstreet objects How this pairing syncs
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. Audit Events is specific to Clari and Monitoring Notifications to Dun And Bradstreet — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Company Information (Data Block) Core firmographics for a D-U-N-S Number - legal name, addresses, industry codes, employees, sales, status. Retrieved read-only via the Enrich endpoint; blocks come in levels L1-L4. Forecast is specific to Clari and Company Information (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. Quota is specific to Clari and Principals & Contacts (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. Opportunities is specific to Clari and Company Hierarchy & Connections (Family Tree) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. Activity (Capture) is specific to Clari and Financial Strength & Risk Insight (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. Account field extensions is specific to Clari and Identity Resolution (Match / cleanseMatch) to Dun And Bradstreet — each maps to any object or custom field on the other side.

How changes propagate between Clari and Dun And Bradstreet

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.

Clari Dun And Bradstreet Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Clari records.

Dun And Bradstreet Clari Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
What ships with Clari ⇄ Dun And Bradstreet

Connect Clari and Dun And Bradstreet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Dun And Bradstreet connection.

Real-time

Real-time sync

Changes in Clari or Dun And Bradstreet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Dun And Bradstreet 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 Clari or Dun And Bradstreet record.

Observability

Monitoring

Track your Clari ⇄ Dun And Bradstreet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and Dun And Bradstreet.

How the Clari and Dun And Bradstreet connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
How it works

How to connect Clari to Dun And Bradstreet — 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 Clari and Dun And Bradstreet 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
    Clari connected
    Dun And Bradstreet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari and Dun And Bradstreet 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 · Clari ⇄ Dun And Bradstreet
    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
    Clari Dun And Bradstreet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Clari and Dun And Bradstreet 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 399 integrations available for Clari and Dun And Bradstreet.

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