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CRM

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

Keep Close 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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Migrated from MuleSoft
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Why teams connect Close and DealCloud

Run Close and DealCloud side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

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.

Stacksync syncs Tasks, Custom Activities, Custom Fields, Users in Close with Company, Contact, Fund, Investment in DealCloud in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • 02 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • 03 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.

Common sync patterns

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

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.

What you can sync between Close 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.

Close objects DealCloud objects How this pairing syncs
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Contact Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Activity Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Task Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Users Sales reps referenced as owners on leads, opportunities, and activities. 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.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Company Synced with incremental and full sync. Custom Activities is specific to Close and Company to DealCloud — each maps to any object or custom field on the other side.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Fund Synced with incremental and full sync. Custom Fields is specific to Close and Fund to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Close 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.

Close DealCloud Sub-second propagation

DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.

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

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

Rate-limit considerations

  • Close: Subject to per-endpoint rate limits communicated in response headers.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Close ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close or DealCloud record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Close and DealCloud connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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

    Choose tables

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

Close 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 Close and DealCloud.

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