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CRM ⇄ Database

DealCloud to Postgres Heroku integration — real-time, two-way sync

Keep DealCloud and Postgres Heroku 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 Postgres Heroku

Treat DealCloud like part of your database: its records live in Postgres Heroku as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Postgres Heroku, where it can be queried and joined like everything else.

Stacksync mirrors Investment, Relationship, Activity, Task from DealCloud into Sequences, Follower Databases, Tables, Views in Postgres Heroku with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in DealCloud with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 Expose CRM objects as Postgres tables the Heroku application can query and join directly
  • 04 Sync Heroku Postgres into a warehouse for reporting without running ETL dynos

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in DealCloud arrive as row changes in Postgres Heroku, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from DealCloud become tables in Postgres Heroku you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Postgres Heroku sync onto the matching records in DealCloud, giving go-to-market teams live product context.

What you can sync between DealCloud and Postgres Heroku

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 Postgres Heroku objects How this pairing syncs
Company Synced with incremental and full sync. JSONB Columns Semi-structured payloads for nested SaaS objects and metadata. Company is specific to DealCloud and JSONB Columns to Postgres Heroku — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Sequences Generate surrogate keys for rows created by inbound syncs. Contact is specific to DealCloud and Sequences to Postgres Heroku — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Follower Databases Heroku-managed read replicas usable as low-impact sync sources. Fund is specific to DealCloud and Follower Databases to Postgres Heroku — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Tables Standard Postgres tables; the primary two-way sync target for app data. Investment is specific to DealCloud and Tables to Postgres Heroku — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Views Read-side projections exposed to outbound syncs. Relationship is specific to DealCloud and Views to Postgres Heroku — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Materialized Views Precomputed result sets synced outward on refresh. Activity is specific to DealCloud and Materialized Views to Postgres Heroku — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Postgres Heroku

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

Postgres Heroku DealCloud Interval-based propagation

DetectionStacksync polls Postgres Heroku for changes on an incremental schedule, reading only records changed since the previous pass. Trigger-based capture or polling in most configurations.

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.
  • Postgres Heroku: No API rate limits; connection counts and performance are bounded by the Heroku Postgres plan.
What ships with DealCloud ⇄ Postgres Heroku

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Postgres Heroku 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 Postgres Heroku record.

Observability

Monitoring

Track your DealCloud ⇄ Postgres Heroku 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 Postgres Heroku.

How the DealCloud and Postgres Heroku 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.

Postgres Heroku

Integration surface
SQL wire protocol (standard PostgreSQL)
Authentication
Database credentials from the Heroku DATABASE_URL config var; SSL required
Change detection
Trigger-based capture or polling in most configurations; log-based logical replication availability depends on plan and Heroku's managed server settings
Capabilities
read · write
Rate limits
No API rate limits; connection counts and performance are bounded by the Heroku Postgres plan
How it works

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

    Choose tables

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

DealCloud and Postgres Heroku 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 Postgres Heroku.

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