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CRM ⇄ Communications

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

Keep DealCloud and Gmail 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 Gmail

Keep DealCloud and Gmail working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

DealCloud holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Gmail is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Contact, Fund, Investment, Relationship in DealCloud with History, Messages, Threads, Labels in Gmail field by field, in real time, and in both directions. Current contact details flow out to Gmail so it can reach the right person, and the calls, messages, and meetings Gmail produces flow back onto the matching record in DealCloud. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Read Attachments and message metadata into a warehouse or document store for retention, discovery, and compliance reporting.
  • 04 Mirror Labels with pipeline or ticket states so triage done in an external tool is reflected inside the inbox.

Common sync patterns

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

New contacts reachable right away

A contact created or updated in DealCloud appears in Gmail within seconds, so outreach starts without exporting a list or re-keying numbers.

Where Gmail reaches out: contacts kept current

Names, phone numbers, email addresses, and the owning rep from DealCloud stay current in Gmail, so every call, text, or email goes to the right person at the right address.

What you can sync between DealCloud and Gmail

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 Gmail objects How this pairing syncs
Investment Synced with incremental and full sync. Messages Individual emails with headers, body, and label state; read out to a CRM or warehouse for activity logging, and sent or modified two-way from sales tools. Investment is specific to DealCloud and Messages to Gmail — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Threads Conversation groupings that keep replies together; synced so a CRM timeline or support desk shows the full exchange, not isolated messages. Relationship is specific to DealCloud and Threads to Gmail — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Labels User and system labels (INBOX, SENT, custom); applied and removed via sync to mirror pipeline stages or triage states from an external system. Activity is specific to DealCloud and Labels to Gmail — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Drafts Unsent messages; created and updated from templates or sequence tools so reps review before sending from their own mailbox. Task is specific to DealCloud and Drafts to Gmail — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Attachments File payloads referenced by message part; read out to storage or a document system for archival and compliance workflows. User is specific to DealCloud and Attachments to Gmail — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. History The incremental change log keyed by historyId; used for efficient delta sync so only mailbox changes since the last cursor are fetched. Deal is specific to DealCloud and History to Gmail — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Gmail

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

Gmail DealCloud Sub-second propagation

DetectionGmail notifies Stacksync of record changes through webhook events. Incremental sync via users.history.list from a stored historyId cursor, plus real-time push notifications through Google Cloud Pub/Sub watch on the.

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.
  • Gmail: Quota is measured in units per user per second (e.g. messages.list = 5 units, messages.send = 100 units) against a 250 quota-unit/user/second limit and a daily project cap; exceeding limits returns 429 with exponential backoff expected.
What ships with DealCloud ⇄ Gmail

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Gmail 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 Gmail record.

Observability

Monitoring

Track your DealCloud ⇄ Gmail 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 Gmail.

How the DealCloud and Gmail 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.

Gmail

Integration surface
Gmail API (REST, v1)
Authentication
OAuth 2.0 via Google — user-authorized consent with granular scopes (gmail.readonly, gmail.modify, gmail.send, gmail.labels); restricted scopes require Google's app verification for production use
Change detection
Incremental sync via users.history.list from a stored historyId cursor, plus real-time push notifications through Google Cloud Pub/Sub watch on the mailbox (watch must be renewed at least every 7 days)
Capabilities
read · write · webhooks
Rate limits
Quota is measured in units per user per second (e.g. messages.list = 5 units, messages.send = 100 units) against a 250 quota-unit/user/second limit and a daily project cap; exceeding limits returns 429 with exponential backoff expected.
How it works

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

    Choose tables

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

DealCloud and Gmail 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.

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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 273 integrations available for DealCloud and Gmail.

Popular · 7 of 273
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