Real-time
Two-way sync
Changes in DealCloud or RingCentral instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Communications
DealCloud to RingCentral integration — real-time, two-way sync
Keep DealCloud and RingCentral 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 RingCentral
Keep DealCloud and RingCentral working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.
DealCloud holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. RingCentral is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.
Stacksync syncs Relationship, Activity, Task, User in DealCloud with Subscriptions (Webhooks / WebSocket), Message Store (SMS / MMS / Fax / Voicemail), Call Log, Extensions (Users) in RingCentral field by field, in real time, and in both directions. Current contact details flow out to RingCentral so it can reach the right person, and the calls, messages, and meetings RingCentral produces flow back onto the matching record in DealCloud. You decide which system owns which fields, and conflicts resolve by rules you set.
Common use cases
- 01 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
- 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 03 Load Call Log records (direction, duration, result, recording references) into a warehouse for talk-time, call-volume, and outcome reporting beside pipeline data.
- 04 Provision and deprovision Extensions from an HR system or IdP through the Configuration API so the user roster and assigned numbers stay current as people join or leave.
Common sync patterns
Where RingCentral reaches out: contacts kept current
Names, phone numbers, email addresses, and the owning rep from DealCloud stay current in RingCentral, so every call, text, or email goes to the right person at the right address.
Calls, messages, and meetings on the record
Activity handled in RingCentral appears on the matching contact and account in DealCloud, so the next person sees the full history without leaving the CRM.
Where RingCentral sends at scale: delivery and reply status back on the contact
Sends, bounces, opens, and replies from RingCentral update fields on the contact in DealCloud, so lead status reflects what actually reached the person.
What you can sync between DealCloud and RingCentral
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 | RingCentral objects | How this pairing syncs | |
|---|---|---|---|
| Task Synced with incremental and full sync. | Team Messaging (Chat) RingCentral team-messaging chats, teams, and posts (formerly Glip); read conversations and create posts, create teams, and add or remove members to mirror org structure. Read and write. | Task is specific to DealCloud and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side. | |
| User Synced with incremental and full sync. | Presence Real-time presence and detailed telephony state per extension, read via GET presence and subscribed to for live updates, used to reflect agent availability and call status across systems. Read-only. | User is specific to DealCloud and Presence to RingCentral — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Subscriptions (Webhooks / WebSocket) Event subscriptions created through the Subscription API with eventFilters (message-store, presence, telephony sessions, extension changes); full CRUD, and the mechanism for near-real-time change delivery over webhooks or WebSocket. Read and write. | Deal is specific to DealCloud and Subscriptions (Webhooks / WebSocket) to RingCentral — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Message Store (SMS / MMS / Fax / Voicemail) Messages in an extension's mailbox - SMS, MMS, fax, voicemail, and pager - read via GET /account/~/extension/~/message-store filtered by dateFrom/dateTo and messageType; outbound SMS is sent via POST /sms, MMS and fax via POST /fax, and messages can be marked read or deleted. Read and write. | Company is specific to DealCloud and Message Store (SMS / MMS / Fax / Voicemail) to RingCentral — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Call Log Call detail records with direction, result, duration, from/to numbers, and recording references, from the account-wide and per-extension call-log endpoints, filtered by dateFrom/dateTo. Read-only records. | Contact is specific to DealCloud and Call Log to RingCentral — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Extensions (Users) User extensions with profile, status, roles, and assigned phone numbers via the Configuration API; create, update, and disable extensions to provision or deprovision users and map them to CRM, HR, or directory identities. Read and write. | Fund is specific to DealCloud and Extensions (Users) to RingCentral — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and RingCentral
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 RingCentral 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 RingCentral through its API, with automatic retries and rate-limit backoff.
RingCentral DealCloud Sub-second propagation
DetectionRingCentral notifies Stacksync of record changes through webhook events. Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant,.
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.
- RingCentral: Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers.
What ships with DealCloud ⇄ RingCentral
Connect DealCloud and RingCentral for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–RingCentral connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or RingCentral 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 RingCentral record.
Observability
Monitoring
Track your DealCloud ⇄ RingCentral 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 RingCentral.
How the DealCloud and RingCentral 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.
RingCentral
- Integration surface
- REST API (RingEX Platform API) on platform.ringcentral.com, base path /restapi/v1.0, with resources under account/~/extension/~/ (message-store, call-log, sms, fax, ring-out, address-book, presence, subscription) plus the Configuration API for provisioning
- Authentication
- OAuth 2.0 - authorization code flow (with PKCE) for user-facing apps, and JWT bearer flow for server-to-server integrations; the legacy password (ROPC) grant was retired on March 31, 2024
- Change detection
- Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant, presence, and telephony/sessions; historical pulls poll message-store and call-log on dateFrom/dateTo
- Capabilities
- read · write · webhooks
- Rate limits
- Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers
How it works
How to connect DealCloud to RingCentral — 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.
- 01
Connect your apps
Authenticate DealCloud and RingCentral with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
DealCloud
connected
RingCentral
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and RingCentral 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.
objects · DealCloud ⇄ RingCentralCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
DealCloud RingCentralCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and RingCentral integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and RingCentral: authenticate both systems, choose the objects to sync (such as DealCloud's Task and User), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. On RingCentral: Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant, presence, and telephony/sessions; historical pulls poll message-store and call-log on dateFrom/dateTo. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the DealCloud side: Relationship, Activity, Task, User, plus custom fields where DealCloud exposes them. On the RingCentral side: Subscriptions (Webhooks / WebSocket), Message Store (SMS / MMS / Fax / Voicemail), Call Log, Extensions (Users). Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for DealCloud and RingCentral: Where RingCentral reaches out: contacts kept current; Calls, messages, and meetings on the record; Where RingCentral sends at scale: delivery and reply status back on the contact. Names, phone numbers, email addresses, and the owning rep from DealCloud stay current in RingCentral, so every call, text, or email goes to the right person at the right address.
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DealCloud: 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. RingCentral: REST API (RingEX Platform API) on platform.ringcentral.com, base path /restapi/v1.0, with resources under account/~/extension/~/ (message-store, call-log, sms, fax, ring-out, address-book, presence, subscription) plus the Configuration API for provisioning. Authentication: OAuth 2.0 - authorization code flow (with PKCE) for user-facing apps, and JWT bearer flow for server-to-server integrations; the legacy password (ROPC) grant was retired on March 31, 2024. Stacksync manages authentication, retries, and rate limits on both sides.
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
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
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