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CRM ⇄ E-commerce

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

Keep DealCloud and Easypost 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 DealCloud and Easypost

Keep the customers and orders that DealCloud and Easypost share aligned in real time, so sales works from live purchase history and the store works from current account details.

DealCloud holds the customer relationship: the contacts, accounts, and deals a go-to-market team works. Easypost runs the buying side: who placed which order, what they bought, and where it ships. The two describe the same people and companies, and when they are connected only by exports, sales answers questions without recent orders in front of them while the store works from account details that changed weeks ago.

Stacksync links Company, Contact, Fund, Investment in DealCloud to Parcel, Rate, Tracker, Batch in Easypost with bi-directional, real-time sync. New customers, order activity, and corrected contact details move in whichever direction you configure, field by field, with conflicts resolved by rules you set. A record created or changed on either side shows up on the other within seconds, with no CSV exports and no nightly job.

The shared entity is the customer, matched on email or an external ID, so both systems agree on who the buyer is and the order history sits next to the relationship instead of in a separate tab.

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 Create a Tracker for every outbound shipment and stream tracker.updated webhook events into Postgres or a warehouse so support and ops see live delivery status beside order records.
  • 04 Verify and normalize customer Addresses through EasyPost before they are saved to the CRM or OMS to cut failed deliveries and carrier address-correction surcharges.

Common sync patterns

Contact and address details stay consistent

An email, phone, or shipping and billing address corrected in either system updates the other, so the next order and the next outreach both use current information.

Where DealCloud segments customers: status travels to the store record

Lifecycle stage, tier, or account owner set in DealCloud syncs onto the customer record in Easypost, so the buying side can act on how the relationship is classified.

Where both keep product records: catalog and CRM products aligned

Where DealCloud tracks products or line items and Easypost holds the catalog, shared items are matched on SKU so quotes, deals, and orders reference the same products.

What you can sync between DealCloud and Easypost

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 Easypost objects How this pairing syncs
Company Synced with incremental and full sync. Tracker Tracking for a shipment by tracking_code and carrier; create a Tracker to begin tracking, read status and tracking_details, and receive tracker.updated events via webhook as the parcel moves. Company is specific to DealCloud and Tracker to Easypost — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Batch Bulk shipment processing; create a batch, add or remove shipments, buy all labels at once, and generate a consolidated label or ScanForm for the day's orders. Contact is specific to DealCloud and Batch to Easypost — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. CarrierAccount Carrier credentials and settings that control which carriers and negotiated rates are available; create, update, and delete to manage enabled carriers across accounts. Fund is specific to DealCloud and CarrierAccount to Easypost — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Webhook Event subscriptions delivering an Event via HTTP POST on object changes; full CRUD (create, retrieve, list, update, delete) and the mechanism for near-real-time change delivery to Stacksync. Investment is specific to DealCloud and Webhook to Easypost — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Shipment The central writable object: create with a to/from Address and Parcel, receive Rate options, then buy a label to get postage_label and tracking_code; retrieve and list with cursor pagination. Relationship is specific to DealCloud and Shipment to Easypost — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Address Origin and destination locations; create, retrieve, and list, plus address verification (delivery and residential) to normalize and validate addresses before they are saved downstream. Activity is specific to DealCloud and Address to Easypost — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Easypost

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

Easypost DealCloud Sub-second propagation

DetectionEasypost notifies Stacksync of record changes through webhook events. Webhooks deliver an Event via HTTP POST on object changes (e.g.

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.
  • Easypost: Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests.
What ships with DealCloud ⇄ Easypost

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Easypost 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 Easypost record.

Observability

Monitoring

Track your DealCloud ⇄ Easypost 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 Easypost.

How the DealCloud and Easypost 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.

Easypost

Integration surface
REST API (EasyPost API v2, https://api.easypost.com/v2)
Authentication
HTTP Basic auth with the API key as the username and an empty password (Bearer token also accepted); separate Test and Production keys
Change detection
Webhooks deliver an Event via HTTP POST on object changes (e.g. tracker.updated); historical pulls via list/index endpoints using before_id/after_id cursor pagination
Capabilities
read · write · webhooks
Rate limits
Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests
Easypost setup guide
How it works

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

    Choose tables

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

DealCloud and Easypost 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
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 380 integrations available for DealCloud and Easypost.

Popular · 7 of 380
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