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CRM

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

Keep DealCloud and Gorgias 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 Gorgias

Run DealCloud and Gorgias side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Company, Contact, Fund, Investment in DealCloud with Satisfaction surveys, Events, Custom fields, Tickets in Gorgias in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

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 Push order, subscription, and shipping data from a production database into Gorgias customer profiles so agents see context without switching tools.
  • 04 Route high-value or churn-risk customers to priority queues by writing scores from a data warehouse into ticket or customer fields.

Common sync patterns

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between DealCloud and Gorgias

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 Gorgias objects How this pairing syncs
Task Synced with incremental and full sync. Events Activity records useful for auditing what happened on a ticket. Task is specific to DealCloud and Events to Gorgias — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Custom fields Extend tickets with brand-specific attributes. User is specific to DealCloud and Custom fields to Gorgias — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Tickets The central support object, aggregating a conversation across channels. Deal is specific to DealCloud and Tickets to Gorgias — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Messages Individual inbound and outbound messages attached to a ticket. Company is specific to DealCloud and Messages to Gorgias — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Customers Unified shopper profiles that merge identities across connected stores. Contact is specific to DealCloud and Customers to Gorgias — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Users (agents) Support staff records used for assignment and workload reporting. Fund is specific to DealCloud and Users (agents) to Gorgias — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Gorgias

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

Gorgias DealCloud Sub-second propagation

DetectionGorgias notifies Stacksync of record changes through webhook events. Webhooks for ticket and message events, supplemented by polling with updated-at cursors.

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.
  • Gorgias: Subject to the platform's API rate limits, which vary by plan.
What ships with DealCloud ⇄ Gorgias

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Gorgias 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 Gorgias record.

Observability

Monitoring

Track your DealCloud ⇄ Gorgias 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 Gorgias.

How the DealCloud and Gorgias 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.

Gorgias

Integration surface
REST API
Authentication
API key paired with the account email over HTTP Basic auth; OAuth 2.0 for public apps
Change detection
Webhooks for ticket and message events, supplemented by polling with updated-at cursors
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by plan.
How it works

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

    Choose tables

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

DealCloud and Gorgias 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 Gorgias.

Popular · 8 of 392
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