Real-time
Two-way sync
Changes in DealCloud or Success Factors instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Human resources
DealCloud to Success Factors integration — real-time, two-way sync
Keep DealCloud and Success Factors 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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Why teams connect DealCloud and Success Factors
Keep the people who own accounts in DealCloud in step with the workforce records in Success Factors, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.
DealCloud runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Success Factors. Success Factors is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.
Stacksync syncs User, Deal, Company, Contact in DealCloud with EmpEmployment, EmpJob, EmpCompensation, Foundation Objects (FODepartment, FOLocation, FOCostCenter) in Success Factors field by field, in real time, and in both directions. You decide which system owns which fields, so Success Factors stays authoritative on roles and org structure while DealCloud keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 03 Keep Foundation Objects (department, location, cost center) aligned between SuccessFactors and an ERP so cost-center and org hierarchies match.
- 04 Write updated PerEmail, PerPhone, and User attributes back into SuccessFactors from an identity or directory system so contact data stays current.
Common sync patterns
Ownership and territory follow the org chart
When a person changes team, manager, or region in Success Factors, their accounts and territory assignments in DealCloud update to match, so pipeline stays with the right owner.
Deactivate access when someone leaves
When Success Factors marks a worker as departed, the matching user in DealCloud is flagged or deactivated, so former employees do not keep CRM access after their last day.
One directory of people
A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.
What you can sync between DealCloud and Success Factors
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 | Success Factors objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Contact Synced with incremental and full sync. | PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. | Contact is specific to DealCloud and PerPerson to Success Factors — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. | Fund is specific to DealCloud and EmpEmployment to Success Factors — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. | Investment is specific to DealCloud and EmpJob to Success Factors — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. | Relationship is specific to DealCloud and EmpCompensation to Success Factors — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Foundation Objects (FODepartment, FOLocation, FOCostCenter) Org-structure master data (department, location, cost center, division); mastered elsewhere and written in, or read out to build org charts. | Activity is specific to DealCloud and Foundation Objects (FODepartment, FOLocation, FOCostCenter) to Success Factors — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Success Factors
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 Success Factors 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 Success Factors through its API, with automatic retries and rate-limit backoff.
Success Factors DealCloud Sub-second propagation
DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).
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.
- Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with DealCloud ⇄ Success Factors
Connect DealCloud and Success Factors for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Success Factors connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Success Factors 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 Success Factors record.
Observability
Monitoring
Track your DealCloud ⇄ Success Factors 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 Success Factors.
How the DealCloud and Success Factors 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.
Success Factors
- Integration surface
- OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
- Authentication
- OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
- Change detection
- Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
- Capabilities
- read · write · webhooks
- Rate limits
- OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works
How to connect DealCloud to Success Factors — 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 Success Factors 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
Success Factors
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Success Factors 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 ⇄ Success FactorsCustomers 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 Success FactorsCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Success Factors integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Success Factors: authenticate both systems, choose the objects to sync (such as DealCloud's User and Contact), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
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 Success Factors: Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the DealCloud side: User, Deal, Company, Contact, plus custom fields where DealCloud exposes them. On the Success Factors side: EmpEmployment, EmpJob, EmpCompensation, Foundation Objects (FODepartment, FOLocation, FOCostCenter). Stacksync auto-detects both schemas and converts types between the two systems.
-
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 Success Factors: Ownership and territory follow the org chart; Deactivate access when someone leaves; One directory of people. When a person changes team, manager, or region in Success Factors, their accounts and territory assignments in DealCloud update to match, so pipeline stays with the right owner.
-
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. Success Factors: OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API). Authentication: OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired. 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
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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