Real-time
Two-way sync
Changes in DealCloud or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
DealCloud to Smartsheet integration — real-time, two-way sync
Keep DealCloud and Smartsheet 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 Smartsheet
Sync what happens in Smartsheet 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 Smartsheet 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 Users and Groups, Sheets, Rows, Columns in Smartsheet to User, Deal, Company, Contact in DealCloud with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in DealCloud, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
- 02 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
- 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
Common sync patterns
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from DealCloud sync into Smartsheet, so people working there have the context without switching tools.
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
What you can sync between DealCloud and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | User is specific to DealCloud and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Deal is specific to DealCloud and Users and Groups to Smartsheet — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Company is specific to DealCloud and Sheets to Smartsheet — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Contact is specific to DealCloud and Rows to Smartsheet — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Fund is specific to DealCloud and Columns to Smartsheet — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Investment is specific to DealCloud and Cells to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet DealCloud Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with DealCloud ⇄ Smartsheet
Connect DealCloud and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your DealCloud ⇄ Smartsheet 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 Smartsheet.
How the DealCloud and Smartsheet 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.
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect DealCloud to Smartsheet — 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 Smartsheet 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
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Smartsheet 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 ⇄ SmartsheetCustomers 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 SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Smartsheet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Smartsheet: authenticate both systems, choose the objects to sync (such as DealCloud's User and Deal), 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 Smartsheet: Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps. 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 Smartsheet side: Users and Groups, Sheets, Rows, Columns, plus custom fields where Smartsheet exposes them. On the DealCloud side: User, Deal, Company, Contact. 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 Smartsheet: Where Smartsheet can store CRM context: fields kept current; Where Smartsheet supplies contact or company data. Owner, lifecycle stage, or account details from DealCloud sync into Smartsheet, so people working there have the context without switching tools.
-
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. Smartsheet: REST API (v2.0). Authentication: OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header. 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
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 427 integrations available for DealCloud and Smartsheet.
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