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CRM ⇄ Database

DealCloud to SQL Server integration — real-time, two-way sync

Keep DealCloud and SQL Server 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 SQL Server

Treat DealCloud like part of your database: its records live in SQL Server as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in SQL Server, where it can be queried and joined like everything else.

Stacksync mirrors Fund, Investment, Relationship, Activity from DealCloud into CDC Change Tables, Stored Procedures, Databases, Schemas in SQL Server with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in DealCloud with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 Consolidate branch or plant databases into a single operational SQL Server hub
  • 04 Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in DealCloud arrive as row changes in SQL Server, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from DealCloud become tables in SQL Server you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to SQL Server sync onto the matching records in DealCloud, giving go-to-market teams live product context.

What you can sync between DealCloud and SQL Server

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 SQL Server objects How this pairing syncs
Investment Synced with incremental and full sync. CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers. Investment is specific to DealCloud and CDC Change Tables to SQL Server — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Stored Procedures T-SQL logic that can validate or post-process synced rows. Relationship is specific to DealCloud and Stored Procedures to SQL Server — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Databases Instance-level databases that scope a sync's reads and writes. Activity is specific to DealCloud and Databases to SQL Server — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Schemas Namespaces (dbo and custom) used to organize synced tables. Task is specific to DealCloud and Schemas to SQL Server — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Tables The primary sync target; rows map to records in connected systems. User is specific to DealCloud and Tables to SQL Server — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Views Read-side projections used as outbound sync sources. Deal is specific to DealCloud and Views to SQL Server — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and SQL Server

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

SQL Server DealCloud Sub-second propagation

DetectionChanges in SQL Server are captured at the source via change data capture — no polling loop against its API. SQL Server Native Change Data Capture (CDC).

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.
  • SQL Server: No API rate limits; throughput depends on instance resources, licensing tier, and connection limits.
What ships with DealCloud ⇄ SQL Server

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or SQL Server 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 SQL Server record.

Observability

Monitoring

Track your DealCloud ⇄ SQL Server 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 SQL Server.

How the DealCloud and SQL Server 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.

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

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

    Choose tables

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

DealCloud and SQL Server 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 SQL Server.

Popular · 8 of 392
All DealCloud integrations All SQL Server integrations Browse all integrations
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