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CRM ⇄ Business productivity

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

Keep DealCloud and GitHub 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 GitHub

Sync what happens in GitHub with the customer records in DealCloud, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever GitHub holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Commits, Releases, Workflow runs (Actions), Organizations and Teams in GitHub to User, Deal, Company, Contact in DealCloud with bi-directional, real-time sync. Activity and record changes in GitHub update the matching contact or account in DealCloud, and CRM data flows the other way wherever GitHub can store and use it.

Common use cases

  • 01 Mirror repository, PR, and workflow-run data into a Postgres database for engineering-metrics reporting.
  • 02 Sync organization and team membership with an identity or HR system to automate access reviews and offboarding.
  • 03 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 04 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.

Common sync patterns

Where GitHub supplies contact or company data

Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.

Where GitHub can store CRM context: fields kept current

Owner, lifecycle stage, or account details from DealCloud sync into GitHub, so people working there have the context without switching tools.

Where GitHub handles support or shared inboxes

Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.

What you can sync between DealCloud and GitHub

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 GitHub objects How this pairing syncs
User Synced with incremental and full sync. Users Author and assignee identities matched to internal directories. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activity Synced with incremental and full sync. Labels and Milestones Classification fields mapped to statuses and sprints in external trackers. Activity is specific to DealCloud and Labels and Milestones to GitHub — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Repositories Top-level containers whose metadata and settings syncs read to scope other objects. Task is specific to DealCloud and Repositories to GitHub — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Issues Synced two-way with project trackers and support tools, including labels and assignees. Deal is specific to DealCloud and Issues to GitHub — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Pull Requests Review state, status checks, and merge status feed engineering dashboards and workflow tools. Company is specific to DealCloud and Pull Requests to GitHub — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Commits Read-only history used to link code activity to tickets and releases. Contact is specific to DealCloud and Commits to GitHub — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and GitHub

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

GitHub DealCloud Sub-second propagation

DetectionGitHub notifies Stacksync of record changes through webhook events. Webhooks with a broad event catalog covering issues, pull requests, pushes, and releases.

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.
  • GitHub: Authenticated REST requests are limited to 5,000 per hour per user; GitHub Apps scale limits per installation.
What ships with DealCloud ⇄ GitHub

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or GitHub 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 GitHub record.

Observability

Monitoring

Track your DealCloud ⇄ GitHub 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 GitHub.

How the DealCloud and GitHub 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.

GitHub

Integration surface
REST API and GraphQL API
Authentication
OAuth 2.0, fine-grained personal access tokens, or GitHub App installation tokens
Change detection
Webhooks with a broad event catalog covering issues, pull requests, pushes, and releases; polling for backfill
Capabilities
read · write · webhooks
Rate limits
Authenticated REST requests are limited to 5,000 per hour per user; GitHub Apps scale limits per installation.
How it works

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

    Choose tables

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

DealCloud and GitHub 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 GitHub.

Popular · 8 of 392
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