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CRM ⇄ Data warehouse

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

Keep DealCloud and Dremio 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 DealCloud and Dremio

Sync DealCloud into Dremio continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Task, User, Deal, Company from DealCloud land in Dremio as live tables, updated within seconds, and columns computed in Dremio write back to fields in DealCloud. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 01 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Consolidate data from multiple lake sources through one Dremio semantic layer into a single warehouse target.
  • 04 Sync curated Dremio views into an operational Postgres so applications get low-latency access to lakehouse data.

Common sync patterns

Cleanup that sticks

Deduplication and normalization done in Dremio can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from DealCloud are queryable in Dremio moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Dremio appear as fields in DealCloud, where the people working accounts actually see them.

What you can sync between DealCloud and Dremio

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.

DealCloud objects Dremio objects How this pairing syncs
Activity Synced with incremental and full sync. Spaces and folders Namespaces that organize virtual datasets and govern access. Activity is specific to DealCloud and Spaces and folders to Dremio — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Reflections Materialized accelerations that make repeated extraction queries cheaper. Task is specific to DealCloud and Reflections to Dremio — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Jobs Query execution records useful for monitoring sync workloads. User is specific to DealCloud and Jobs to Dremio — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Sources Connected storage and database systems (S3, ADLS, relational databases) Dremio queries in place. Deal is specific to DealCloud and Sources to Dremio — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Physical datasets Tables and files promoted from sources; the raw data a sync ultimately reads. Company is specific to DealCloud and Physical datasets to Dremio — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Virtual datasets (views) SQL views layering semantics over physical data; the preferred sync target for curated extracts. Contact is specific to DealCloud and Virtual datasets (views) to Dremio — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Dremio

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.

DealCloud Dremio 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 Dremio as a row-level write, with types converted between the two schemas.

Dremio DealCloud Interval-based propagation

DetectionStacksync polls Dremio for changes on an incremental schedule, reading only records changed since the previous pass. Polling via SQL.

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Dremio: Bounded by engine capacity and workload management rather than API rate limits.
What ships with DealCloud ⇄ Dremio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Dremio 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 DealCloud or Dremio record.

Observability

Monitoring

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

Trading partners

EDI

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

How the DealCloud and Dremio connectors work

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.

Dremio

Integration surface
Arrow Flight SQL, JDBC/ODBC, and a REST API
Authentication
Personal access tokens or username/password; OAuth-based SSO on Dremio Cloud
Change detection
Polling via SQL; Iceberg table snapshots can anchor incremental reads; no consumer-facing change feed
Capabilities
read · write
Rate limits
Bounded by engine capacity and workload management rather than API rate limits
How it works

How to connect DealCloud to Dremio — 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 DealCloud and Dremio 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
    DealCloud connected
    Dremio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

DealCloud and Dremio 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 DealCloud and Dremio.

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