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CRM ⇄ Data warehouse

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

Keep DealCloud and MotherDuck 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 MotherDuck

Sync DealCloud into MotherDuck 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. Contact, Fund, Investment, Relationship from DealCloud land in MotherDuck as live tables, updated within seconds, and columns computed in MotherDuck 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 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 Sync modeled MotherDuck tables outward to operational tools for activation
  • 04 Share curated, synced datasets with other teams through read-only database shares

Common sync patterns

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in MotherDuck 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 MotherDuck to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

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

What you can sync between DealCloud and MotherDuck

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 MotherDuck objects How this pairing syncs
Task Synced with incremental and full sync. Attached Local DuckDB Databases Local files attached alongside cloud databases for hybrid queries. Task is specific to DealCloud and Attached Local DuckDB Databases to MotherDuck — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Databases Cloud-hosted DuckDB databases that scope a sync's reads and writes. User is specific to DealCloud and Databases to MotherDuck — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Schemas Namespaces within a database used to organize synced tables. Deal is specific to DealCloud and Schemas to MotherDuck — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Tables The main landing target for synced records and source for analysis. Company is specific to DealCloud and Tables to MotherDuck — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Views Modeled projections used as outbound sync sources. Contact is specific to DealCloud and Views to MotherDuck — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Database Shares Read-only copies of a database shared with other users or teams. Fund is specific to DealCloud and Database Shares to MotherDuck — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and MotherDuck

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 MotherDuck 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 MotherDuck as a row-level write, with types converted between the two schemas.

MotherDuck DealCloud Interval-based propagation

DetectionStacksync polls MotherDuck for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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.
  • MotherDuck: Subject to the platform's compute and concurrency limits rather than per-request API rate limits.
What ships with DealCloud ⇄ MotherDuck

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or MotherDuck 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 MotherDuck record.

Observability

Monitoring

Track your DealCloud ⇄ MotherDuck 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 MotherDuck.

How the DealCloud and MotherDuck 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.

MotherDuck

Integration surface
SQL through DuckDB clients and drivers using a MotherDuck (md:) connection
Authentication
Access token created in MotherDuck (Settings > General > Create Token), pasted into Stacksync; database name and schema configurable if not using defaults
Change detection
Polling; no log-based CDC or webhook surface is exposed
Capabilities
read · write
Rate limits
Subject to the platform's compute and concurrency limits rather than per-request API rate limits
MotherDuck setup guide
How it works

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

    Choose tables

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

DealCloud and MotherDuck 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 MotherDuck.

Popular · 8 of 392
All DealCloud integrations All MotherDuck integrations Browse all integrations
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