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CRM ⇄ Database

DealCloud to Redis Enterprise integration — real-time, two-way sync

Keep DealCloud and Redis Enterprise 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 Redis Enterprise

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

Stacksync mirrors Activity, Task, User, Deal from DealCloud into Pub/Sub channels, Search indexes, Keys (Strings), Hashes in Redis Enterprise 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 Publish record-change events into Redis Streams so microservices react to upstream CRM updates without polling.
  • 04 Hydrate session stores and feature stores from a warehouse or operational database on a schedule.

Common sync patterns

Internal tools without API code

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

Trigger workflows from CRM changes

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

Query the CRM like a database

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

What you can sync between DealCloud and Redis Enterprise

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 Redis Enterprise objects How this pairing syncs
Investment Synced with incremental and full sync. Streams Append-only logs with consumer groups, used to fan sync events out to downstream services. Investment is specific to DealCloud and Streams to Redis Enterprise — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Pub/Sub channels Fire-and-forget messaging used to notify applications when synced keys change. Relationship is specific to DealCloud and Pub/Sub channels to Redis Enterprise — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Search indexes Secondary indexes (RediSearch) that make synced hashes and JSON documents queryable. Activity is specific to DealCloud and Search indexes to Redis Enterprise — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Keys (Strings) Simple key-value pairs used to cache individual synced records or lookup values. Task is specific to DealCloud and Keys (Strings) to Redis Enterprise — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Hashes Field-value maps that commonly hold one synced row per hash, keyed by record ID. User is specific to DealCloud and Hashes to Redis Enterprise — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. JSON documents Native JSON storage (RedisJSON) for nested records synced from APIs or document stores. Deal is specific to DealCloud and JSON documents to Redis Enterprise — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Redis Enterprise

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

Redis Enterprise DealCloud Interval-based propagation

DetectionStacksync polls Redis Enterprise for changes on an incremental schedule, reading only records changed since the previous pass. Keyspace notifications over pub/sub or reads from Redis Streams.

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.
  • Redis Enterprise: Throughput is bounded by provisioned cluster capacity rather than published API rate limits.
What ships with DealCloud ⇄ Redis Enterprise

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Redis Enterprise 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 Redis Enterprise record.

Observability

Monitoring

Track your DealCloud ⇄ Redis Enterprise 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 Redis Enterprise.

How the DealCloud and Redis Enterprise 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.

Redis Enterprise

Integration surface
Redis wire protocol (RESP) via client libraries; separate REST API for cluster management
Authentication
Password or ACL-based credentials, typically over TLS
Change detection
Keyspace notifications over pub/sub or reads from Redis Streams; no transaction-log CDC surface for data
Capabilities
read · write
Rate limits
Throughput is bounded by provisioned cluster capacity rather than published API rate limits
How it works

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

    Choose tables

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

DealCloud and Redis Enterprise 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 392 integrations available for DealCloud and Redis Enterprise.

Popular · 8 of 392
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