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CRM ⇄ Data warehouse

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

Keep DealCloud and Materialize 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 Materialize

Sync DealCloud into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. User, Deal, Company, Contact from DealCloud land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in DealCloud. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 01 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 03 Bridge streaming sources and non-streaming destinations by materializing joins across both.
  • 04 Sync operational CRM or ERP data into Materialize so real-time views stay current without batch loads.

Common sync patterns

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in DealCloud, where the people working accounts actually see them.

A single customer view

Join DealCloud's relationship data with billing, product, and support data in Materialize to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

What you can sync between DealCloud and Materialize

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 Materialize objects How this pairing syncs
User Synced with incremental and full sync. Connections & Secrets Stored credentials and endpoints used by sources and sinks. User is specific to DealCloud and Connections & Secrets to Materialize — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Schemas & Databases Namespaces that organize objects a sync targets. Deal is specific to DealCloud and Schemas & Databases to Materialize — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Tables User-managed tables that accept INSERT/UPDATE/DELETE from sync pipelines. Company is specific to DealCloud and Tables to Materialize — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. Contact is specific to DealCloud and Sources to Materialize — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. Fund is specific to DealCloud and Materialized Views to Materialize — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Sinks Outbound connections that emit view changes to Kafka topics. Investment is specific to DealCloud and Sinks to Materialize — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Materialize

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 Materialize 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 applied to Materialize as a row-level write, with types converted between the two schemas.

Materialize DealCloud Sub-second propagation

DetectionChanges in Materialize are captured at the source via change data capture — no polling loop against its API. SUBSCRIBE queries stream row-level changes of any view or table to the client.

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.
What ships with DealCloud ⇄ Materialize

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Materialize 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 Materialize record.

Observability

Monitoring

Track your DealCloud ⇄ Materialize 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 Materialize.

How the DealCloud and Materialize 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.

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

DealCloud and Materialize 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 Materialize.

Popular · 8 of 392
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