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CRM ⇄ Database

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

Keep DealCloud and RavenDB 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 RavenDB

Treat DealCloud like part of your database: its records live in RavenDB 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 RavenDB, where it can be queried and joined like everything else.

Stacksync mirrors User, Deal, Company, Contact from DealCloud into Documents, Collections, Indexes, Attachments in RavenDB 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 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 Consolidate documents from distributed RavenDB clusters into one reporting store.
  • 04 Keep external search indexes or caches current from RavenDB change feeds without custom pollers.

Common sync patterns

Query the CRM like a database

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

Product events onto CRM records

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

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the DealCloud API, limits, and retries.

What you can sync between DealCloud and RavenDB

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 RavenDB objects How this pairing syncs
Relationship Synced with incremental and full sync. Documents JSON records, the primary unit read and written during sync Relationship is specific to DealCloud and Documents to RavenDB — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Collections Groupings of documents by type, mapped to tables in relational targets Activity is specific to DealCloud and Collections to RavenDB — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Indexes Static and auto indexes used to query documents for filtered reads Task is specific to DealCloud and Indexes to RavenDB — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Attachments Binary payloads stored with documents, handled separately from the JSON body User is specific to DealCloud and Attachments to RavenDB — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Revisions Historical versions of documents, useful for audit-oriented replication Deal is specific to DealCloud and Revisions to RavenDB — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Counters Numeric values attached to documents that change independently of the document body Company is specific to DealCloud and Counters to RavenDB — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and RavenDB

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

RavenDB DealCloud Sub-second propagation

DetectionChanges in RavenDB are captured at the source via change data capture — no polling loop against its API. Data subscriptions and the Changes API provide server-pushed change feeds.

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.
  • RavenDB: Throughput bounded by cluster resources rather than API quotas.
What ships with DealCloud ⇄ RavenDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or RavenDB 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 RavenDB record.

Observability

Monitoring

Track your DealCloud ⇄ RavenDB 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 RavenDB.

How the DealCloud and RavenDB 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.

RavenDB

Integration surface
HTTP REST API with official clients (.NET, Java, Node.js, Python, and others)
Authentication
X.509 client certificates on secured servers, instead of username and password
Change detection
data subscriptions and the Changes API provide server-pushed change feeds
Capabilities
read · write · CDC
Rate limits
throughput bounded by cluster resources rather than API quotas
How it works

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

    Choose tables

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

DealCloud and RavenDB 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 RavenDB.

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