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CRM ⇄ Database

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

Keep DealCloud and Elasticsearch 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 Elasticsearch

Treat DealCloud like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Activity, Task, User, Deal from DealCloud into Index templates, Indices, Documents, Index mappings in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in DealCloud with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 Mirror support tickets into an index used for full-text search and agent-assist tooling.
  • 04 Feed enriched customer records into an index used for vector or hybrid search in AI applications.

Common sync patterns

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in DealCloud, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the DealCloud API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in DealCloud arrive as row changes in Elasticsearch, ready to drive jobs and notifications.

What you can sync between DealCloud and Elasticsearch

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 Elasticsearch objects How this pairing syncs
Relationship Synced with incremental and full sync. Aliases Stable read/write names that let a sync cut over between index versions without downtime. Relationship is specific to DealCloud and Aliases to Elasticsearch — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Data streams Append-only targets for time-series or event data pushed from source systems. Activity is specific to DealCloud and Data streams to Elasticsearch — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Ingest pipelines Server-side transforms applied to documents as a sync writes them. Task is specific to DealCloud and Ingest pipelines to Elasticsearch — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Index templates Reusable settings and mappings applied automatically to new indices a sync creates. User is specific to DealCloud and Index templates to Elasticsearch — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Indices Target containers for synced records; each holds a table-like collection of JSON documents. Deal is specific to DealCloud and Indices to Elasticsearch — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Documents The unit of sync; JSON records created, updated, and deleted by _id. Company is specific to DealCloud and Documents to Elasticsearch — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Elasticsearch

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

Elasticsearch DealCloud Interval-based propagation

DetectionStacksync polls Elasticsearch for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp or sequence fields.

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.
  • Elasticsearch: No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity.
What ships with DealCloud ⇄ Elasticsearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Elasticsearch 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 Elasticsearch record.

Observability

Monitoring

Track your DealCloud ⇄ Elasticsearch 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 Elasticsearch.

How the DealCloud and Elasticsearch 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.

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity
How it works

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

    Choose tables

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

DealCloud and Elasticsearch 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 Elasticsearch.

Popular · 8 of 392
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