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CRM ⇄ Data warehouse

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

Keep DealCloud and Rockset 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 Rockset

Sync DealCloud into Rockset continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Company, Contact, Fund, Investment from DealCloud land in Rockset as live tables, updated within seconds, and columns computed in Rockset write back to fields in DealCloud. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

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 Read query results back into an operational database to expose computed metrics to applications.
  • 04 Power in-app search and filtering over synced operational data using SQL over REST.

Common sync patterns

Cleanup that sticks

Deduplication and normalization done in Rockset can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from DealCloud are queryable in Rockset moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Rockset appear as fields in DealCloud, where the people working accounts actually see them.

What you can sync between DealCloud and Rockset

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 Rockset objects How this pairing syncs
Investment Synced with incremental and full sync. Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data. Investment is specific to DealCloud and Query Lambdas to Rockset — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Aliases Stable names that point at collections, used to swap datasets without changing queries. Relationship is specific to DealCloud and Aliases to Rockset — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Integrations Managed source connections (databases, streams, object storage) feeding collections. Activity is specific to DealCloud and Integrations to Rockset — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Virtual Instances Isolated compute units that separate ingest from query workloads. Task is specific to DealCloud and Virtual Instances to Rockset — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Collections Schemaless document containers that ingested and synced records land in. User is specific to DealCloud and Collections to Rockset — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Documents JSON records addressable by _id, written via the Write API in sync pipelines. Deal is specific to DealCloud and Documents to Rockset — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Rockset

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

Rockset DealCloud Interval-based propagation

DetectionStacksync polls Rockset for changes on an incremental schedule, reading only records changed since the previous pass. Polling via SQL queries on timestamp fields.

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.
What ships with DealCloud ⇄ Rockset

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Rockset 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 Rockset record.

Observability

Monitoring

Track your DealCloud ⇄ Rockset 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 Rockset.

How the DealCloud and Rockset 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.

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write
How it works

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

    Choose tables

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

DealCloud and Rockset 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 Rockset.

Popular · 8 of 392
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