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CRM ⇄ Database

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

Keep DealCloud and Supabase 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 Supabase

Treat DealCloud like part of your database: its records live in Supabase 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 Supabase, where it can be queried and joined like everything else.

Stacksync mirrors Deal, Company, Contact, Fund from DealCloud into Schemas, auth.users, Row Level Security Policies, JSONB Columns in Supabase 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 Sync application tables in Supabase with the CRM two-way so new signups appear as contacts and sales edits flow back to the app
  • 04 Mirror billing and subscription records into Supabase tables the application can join directly

Common sync patterns

Product events onto CRM records

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

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the DealCloud API, limits, and retries.

Trigger workflows from CRM changes

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

What you can sync between DealCloud and Supabase

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 Supabase objects How this pairing syncs
Task Synced with incremental and full sync. Database Functions Postgres functions that can transform or validate synced rows. Task is specific to DealCloud and Database Functions to Supabase — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Storage Object Metadata File metadata rows that can be joined to synced application data. User is specific to DealCloud and Storage Object Metadata to Supabase — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Tables Standard Postgres tables; the primary two-way sync target. Deal is specific to DealCloud and Tables to Supabase — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Views Read-side projections exposed to outbound syncs. Company is specific to DealCloud and Views to Supabase — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Schemas Namespaces (public and custom) that scope sync access. Contact is specific to DealCloud and Schemas to Supabase — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. auth.users Managed authentication users, often mirrored into CRM or support systems. Fund is specific to DealCloud and auth.users to Supabase — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Supabase

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

Supabase DealCloud Sub-second propagation

DetectionSupabase pushes changes as they happen — webhook events backed by change data capture. Log-based CDC via Postgres logical replication, the same WAL feed that powers Supabase Realtime.

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.
  • Supabase: SQL access is bounded by connection limits (pooled connections are provided); the REST layer is subject to the platform's limits.
What ships with DealCloud ⇄ Supabase

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Supabase 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 Supabase record.

Observability

Monitoring

Track your DealCloud ⇄ Supabase 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 Supabase.

How the DealCloud and Supabase 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.

Supabase

Integration surface
Direct PostgreSQL wire protocol connection, plus an auto-generated REST API (PostgREST)
Authentication
Database credentials (connection string) for SQL access; API keys (anon / service role) for the REST layer
Change detection
Log-based CDC via Postgres logical replication, the same WAL feed that powers Supabase Realtime; database webhooks can also fire on row changes
Capabilities
read · write · CDC · webhooks
Rate limits
SQL access is bounded by connection limits (pooled connections are provided); the REST layer is subject to the platform's limits
How it works

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

    Choose tables

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

DealCloud and Supabase 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.

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 392 integrations available for DealCloud and Supabase.

Popular · 8 of 392
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