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CRM ⇄ Communications

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

Keep DealCloud and Infobip 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 Infobip

Keep DealCloud and Infobip 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. Infobip 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 Activity, Task, User, Deal in DealCloud with Numbers / Senders, Delivery Reports & Logs, Persons (People CDP), SMS Messages in Infobip field by field, in real time, and in both directions. Current contact details flow out to Infobip so it can reach the right person, and the calls, messages, and meetings Infobip 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 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 CRM or warehouse segments into Infobip People as Persons and add them to Moments flows so triggered SMS, WhatsApp, and email campaigns fire on fresh audiences.
  • 04 Trigger transactional SMS, WhatsApp, and email sends from database or application events (order shipped, OTP, appointment reminder) through the channel send endpoints.

Common sync patterns

Where Infobip sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Infobip update fields on the contact in DealCloud, so lead status reflects what actually reached the person.

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 Infobip within seconds, so outreach starts without exporting a list or re-keying numbers.

What you can sync between DealCloud and Infobip

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 Infobip objects How this pairing syncs
Deal Synced with incremental and full sync. Numbers / Senders Provisioned phone numbers and sender IDs used as message origins, listed and managed via the Numbers API; read to map which sender each message flows through. Deal is specific to DealCloud and Numbers / Senders to Infobip — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Delivery Reports & Logs Per-message delivery status, seen/read receipts, and error codes; pulled from GET /sms/1/reports and /sms/1/logs within a short retention window, or pushed in real time to a configured notifyUrl webhook. Company is specific to DealCloud and Delivery Reports & Logs to Infobip — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Persons (People CDP) Contact profiles in the People module holding attributes, tags, and multi-channel contact data (mobile, email); full CRUD via GET/POST/PUT/DELETE /people/2/persons, so Infobip is both a source and a destination for contact records. Contact is specific to DealCloud and Persons (People CDP) to Infobip — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. SMS Messages Outbound SMS sent via POST /sms/3/messages (legacy /sms/2/text/advanced); sent-message logs and delivery/seen reports read via GET /sms/1/logs and /sms/1/reports, with delivery reports and inbound (MO) messages pushed to a notifyUrl webhook. Fund is specific to DealCloud and SMS Messages to Infobip — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. WhatsApp Messages Template, text, and media WhatsApp messages sent via POST /whatsapp/1/message/*; message status and inbound replies delivered by webhook, and approved message templates are managed under the WhatsApp sender. Investment is specific to DealCloud and WhatsApp Messages to Infobip — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Email Transactional and bulk email sent via POST /email/3/send (multipart form); delivery, open, click, bounce, and unsubscribe events arrive by webhook, and sending domains are managed through the /email/1/domains endpoints. Relationship is specific to DealCloud and Email to Infobip — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Infobip

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

Infobip DealCloud Sub-second propagation

DetectionInfobip notifies Stacksync of record changes through webhook events. Delivery reports, seen/read receipts, and inbound (mobile-originated) messages are pushed in real time to a configured notifyUrl webhook per channel.

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.
  • Infobip: Message-sending throughput is provisioned per account and per number/sender rather than one fixed global cap; non-messaging endpoints are throttled and return HTTP 429 Too Many Requests when usage exceeds expected levels.
What ships with DealCloud ⇄ Infobip

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Infobip 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 Infobip record.

Observability

Monitoring

Track your DealCloud ⇄ Infobip 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 Infobip.

How the DealCloud and Infobip 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.

Infobip

Integration surface
Infobip omnichannel REST API (JSON over HTTPS) across per-channel resources (SMS, WhatsApp, Email, Voice), the People CDP, and Conversations; a unified Messages API also spans channels
Authentication
API key sent as the header 'Authorization: App <api-key>' (recommended), with HTTP Basic authentication and OAuth 2.0 also supported; keys are limited by per-endpoint scopes, and every request must target the account's personalized base URL
Change detection
Delivery reports, seen/read receipts, and inbound (mobile-originated) messages are pushed in real time to a configured notifyUrl webhook per channel; message logs/reports (GET /sms/1/logs, /sms/1/reports) and People list endpoints are polled as a fallback
Capabilities
read · write · webhooks
Rate limits
Message-sending throughput is provisioned per account and per number/sender rather than one fixed global cap; non-messaging endpoints are throttled and return HTTP 429 Too Many Requests when usage exceeds expected levels
Infobip setup guide
How it works

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

    Choose tables

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

DealCloud and Infobip 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 326 integrations available for DealCloud and Infobip.

Popular · 7 of 326
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