Real-time
Two-way sync
Changes in DealCloud or Salesforce instantly reflect in both systems. No stale data, no manual imports.
CRM
DealCloud to Salesforce integration — real-time, two-way sync
Keep DealCloud and Salesforce 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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DealCloud and Salesforce
Run DealCloud and Salesforce side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Investment, Relationship, Activity, Task in DealCloud with Leads, Opportunities, Cases, Campaigns in Salesforce in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
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 Two-way sync of DealCloud deals, companies, and contacts with Salesforce or a data warehouse so deal teams and analysts work from one source of truth.
- 03 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- 04 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
Common sync patterns
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between DealCloud and Salesforce
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 | Salesforce objects | How this pairing syncs | |
|---|---|---|---|
| Contact Synced with incremental and full sync. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| User Synced with incremental and full sync. | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | User is specific to DealCloud and Custom Objects to Salesforce — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | Deal is specific to DealCloud and Accounts to Salesforce — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | Company is specific to DealCloud and Leads to Salesforce — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | Fund is specific to DealCloud and Opportunities to Salesforce — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | Investment is specific to DealCloud and Cases to Salesforce — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Salesforce
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 Salesforce 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 Salesforce through its API, with automatic retries and rate-limit backoff.
Salesforce DealCloud Sub-second propagation
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
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.
- Salesforce: Daily API request allocations vary by edition and license count.
What ships with DealCloud ⇄ Salesforce
Connect DealCloud and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Salesforce 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 Salesforce record.
Observability
Monitoring
Track your DealCloud ⇄ Salesforce 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 Salesforce.
How the DealCloud and Salesforce 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.
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect DealCloud to Salesforce — 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 Salesforce 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
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Salesforce 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 ⇄ SalesforceCustomers 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 SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Salesforce integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Salesforce: authenticate both systems, choose the objects to sync (such as DealCloud's Contact and User), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for DealCloud and Salesforce: Divisional or regional split; Where both track pipeline: deal visibility across systems; Post-acquisition consolidation. Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
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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. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Stacksync manages authentication, retries, and rate limits on both sides.
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DealCloud: DealCloud is Intapp's deal and relationship management platform, purpose-built for private capital markets (private equity, venture capital, investment banking, and advisory firms). Salesforce: Change Data Capture publishes create, update, delete, and undelete events on per-object channels, giving near-real-time change feeds without polling. Stacksync's field mapping accounts for these differences between DealCloud and Salesforce without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means DealCloud and Salesforce records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Salesforce integration in-house.
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 Salesforce.
Popular · 8 of 392
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DealCloud ⇄ Close -
DealCloud ⇄ Copper CRM -
DealCloud ⇄ Creatio CRM -
DealCloud ⇄ Drift -
Salesforce ⇄ Attio -
Salesforce ⇄ Pipedrive -
Salesforce ⇄ Zoho CRM -
Salesforce ⇄ Shopify
No integrations match .
