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CRM ⇄ Accounting and finance

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

Keep DealCloud and Pigment 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 Pigment

Sync customers, invoices, and payment status between Pigment and DealCloud in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. DealCloud knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Data imports, Users and permissions, Applications, Metrics in Pigment to Task, User, Deal, Company in DealCloud with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • 02 Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.

Common sync patterns

Payment status on the account

Invoice and payment status from Pigment appears on the account in DealCloud, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in DealCloud, Pigment gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from DealCloud when chasing a balance, and sales sees that the chase is happening.

What you can sync between DealCloud and Pigment

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 Pigment objects How this pairing syncs
User Synced with incremental and full sync. Applications Planning models organized by domain such as finance, sales, or workforce User is specific to DealCloud and Applications to Pigment — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Metrics Multidimensional values holding plans and actuals; the main target for inbound data Deal is specific to DealCloud and Metrics to Pigment — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Dimension lists Master data like accounts, products, or employees that metrics are sliced by Company is specific to DealCloud and Dimension lists to Pigment — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Tables Row-based transactional data loaded into models from source systems Contact is specific to DealCloud and Tables to Pigment — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context Fund is specific to DealCloud and Scenarios to Pigment — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model Investment is specific to DealCloud and Data imports to Pigment — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Pigment

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

Pigment DealCloud Interval-based propagation

DetectionStacksync polls Pigment for changes on an incremental schedule, reading only records changed since the previous pass. No change feed.

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.
  • Pigment: Subject to the platform's API rate limits.
What ships with DealCloud ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Pigment 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 Pigment record.

Observability

Monitoring

Track your DealCloud ⇄ Pigment 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 Pigment.

How the DealCloud and Pigment 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.

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

DealCloud and Pigment 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 Pigment.

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