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CRM ⇄ Human resources

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

Keep DealCloud and Lever 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 Lever

Keep the people who own accounts in DealCloud in step with the workforce records in Lever, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

DealCloud runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Lever. Lever is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Contact, Fund, Investment, Relationship in DealCloud with Offers, Users, Stages, Feedback in Lever field by field, in real time, and in both directions. You decide which system owns which fields, so Lever stays authoritative on roles and org structure while DealCloud keeps ownership and territory current, and Stacksync resolves conflicts by the 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 When an Opportunity is marked hired, write the candidate and its Offer into an HRIS or onboarding system to start employee provisioning.
  • 04 Consolidate Feedback, Interviews, and Notes into a warehouse for interviewer scorecard and time-to-fill reporting.

Common sync patterns

Where Lever tracks people the business also engages: contacts stay in sync

A person recorded in Lever, such as a candidate or applicant, can create or update the matching contact in DealCloud, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Lever records a new hire, a matching user or owner is created in DealCloud, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Lever, their accounts and territory assignments in DealCloud update to match, so pipeline stays with the right owner.

What you can sync between DealCloud and Lever

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 Lever objects How this pairing syncs
User Synced with incremental and full sync. Users Lever team members (recruiters, hiring managers) with configurable roles; can be created via POST /users, deactivated, and reactivated through the API. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Fund Synced with incremental and full sync. Postings Job posting records with categories, apply URLs, workplace type, and requisition codes. Can be created via POST /postings and read into a warehouse for open-role reporting. Fund is specific to DealCloud and Postings to Lever — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Requisitions Headcount/requisition records with custom requisition fields, tied to Postings; read via GET /requisitions and synced to an HRIS to reconcile approved headcount against open roles. Investment is specific to DealCloud and Requisitions to Lever — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Offers Offer records attached to an Opportunity with status and offer-form fields; exposed read-only through GET /opportunities/:id/offers, so they sync outbound to an HRIS or onboarding system when a candidate reaches the offer stage. Relationship is specific to DealCloud and Offers to Lever — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Stages Pipeline stage definitions that Opportunities move through; read to model funnel state and stage transitions in a database. Activity is specific to DealCloud and Stages to Lever — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Feedback Interview feedback and scorecard forms attached to Opportunities; created via POST /opportunities/:id/feedback and consolidated into a warehouse for interviewer analytics. Task is specific to DealCloud and Feedback to Lever — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Lever

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

Lever DealCloud Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

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.
  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
What ships with DealCloud ⇄ Lever

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Lever 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 Lever record.

Observability

Monitoring

Track your DealCloud ⇄ Lever 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 Lever.

How the DealCloud and Lever 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.

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever setup guide
How it works

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

    Choose tables

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

DealCloud and Lever 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
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→ 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 422 integrations available for DealCloud and Lever.

Popular · 6 of 422
All DealCloud integrations All Lever integrations Browse all integrations
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