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

Keep DealCloud and Seismic 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 Seismic

Run DealCloud and Seismic 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 User, Deal, Company, Contact in DealCloud with LiveSend Links, Digital Sales Rooms, Reporting Activities, Library Content in Seismic 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 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 React to ContentManager and DSR webhook events to update a database when documents are published, versioned, or expired.
  • 04 Provision and deactivate Seismic Users and User Groups from an HRIS or IdP so content access mirrors joiner, mover, and leaver changes.

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 Seismic

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 Seismic objects How this pairing syncs
User Synced with incremental and full sync. Users User records managed through SCIM 2.0 and legacy user endpoints; created, updated, and deactivated for provisioning sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Fund Synced with incremental and full sync. Reporting Activities Content-interaction, engagement, and usage analytics extracted read-only through the ETL-oriented Reporting API v2 for a warehouse. Fund is specific to DealCloud and Reporting Activities to Seismic — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Library Content Documents, decks, and assets stored in teamsites; created, moved, and retrieved via the Content Management API, each with a contentId. Investment is specific to DealCloud and Library Content to Seismic — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Content Versions Version history for a library item; new versions upload via API and old ones expire, with events firing on ContentManager webhooks. Relationship is specific to DealCloud and Content Versions to Seismic — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. User Groups Group definitions and membership that govern content access; synced from an IdP or HRIS to keep permissions current. Activity is specific to DealCloud and User Groups to Seismic — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Teamsites Tenant-scoped workspace partitions organizing Library content, permissions, and config; scoped by teamSiteId on most content calls. Task is specific to DealCloud and Teamsites to Seismic — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Seismic

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

Seismic DealCloud Sub-second propagation

DetectionSeismic notifies Stacksync of record changes through webhook events. Webhooks for content, version, user, group, workflow, DSR, and LiveSend events.

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.
  • Seismic: Tiered per-endpoint limits over a rolling 60-second window; exceeding returns HTTP 429, with X-Seismic-Remaining-Calls and X-Seismic-Total-Calls headers.
What ships with DealCloud ⇄ Seismic

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Seismic 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 Seismic record.

Observability

Monitoring

Track your DealCloud ⇄ Seismic 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 Seismic.

How the DealCloud and Seismic 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.

Seismic

Integration surface
REST Integration APIs and Reporting API v2
Authentication
OAuth 2.0 / OpenID Connect; Bearer token in the Authorization header, via Authorization Code (user context) or client-credentials app-only flows
Change detection
Webhooks for content, version, user, group, workflow, DSR, and LiveSend events; the Reporting API v2 is polled for batch historical extracts (ETL-oriented, not high-frequency)
Capabilities
read · write · webhooks
Rate limits
Tiered per-endpoint limits over a rolling 60-second window; exceeding returns HTTP 429, with X-Seismic-Remaining-Calls and X-Seismic-Total-Calls headers
Seismic setup guide
How it works

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

    Choose tables

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

DealCloud and Seismic 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 445 integrations available for DealCloud and Seismic.

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