Real-time
Two-way sync
Changes in DealCloud or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
DealCloud to Servicemax integration — real-time, two-way sync
Keep DealCloud and Servicemax 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 Servicemax
Sync what happens in Servicemax with the customer records in DealCloud, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Servicemax holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Accounts, Contacts, Cases, Products in Servicemax to Company, Contact, Fund, Investment in DealCloud with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in DealCloud, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 02 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
- 03 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
Common sync patterns
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from DealCloud sync into Servicemax, so people working there have the context without switching tools.
Where Servicemax supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in DealCloud, so revenue context lives with the relationship.
What you can sync between DealCloud and Servicemax
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 | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Contact Synced with incremental and full sync. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support 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. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | User is specific to DealCloud and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Deal is specific to DealCloud and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Company is specific to DealCloud and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Fund is specific to DealCloud and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Investment is specific to DealCloud and Products to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Servicemax
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 Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax DealCloud Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
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.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with DealCloud ⇄ Servicemax
Connect DealCloud and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Servicemax 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 Servicemax record.
Observability
Monitoring
Track your DealCloud ⇄ Servicemax 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 Servicemax.
How the DealCloud and Servicemax 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.
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect DealCloud to Servicemax — 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 Servicemax 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
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Servicemax 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 ⇄ ServicemaxCustomers 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 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Servicemax: 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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Servicemax: Custom SVMXC__ objects and fields must be visible and writable to the connecting Salesforce profile via field-level security and object permissions. DealCloud: DealCloud's data model is fully configurable: each firm defines its own entry types (objects) and fields, so syncs map to a firm-specific schema rather than a fixed one. Stacksync's field mapping accounts for these differences between DealCloud and Servicemax 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 Servicemax 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 Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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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 Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
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