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CRM ⇄ Database

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

Keep DealCloud and TiDB 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
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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 TiDB

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

Stacksync mirrors Contact, Fund, Investment, Relationship from DealCloud into Databases, Tables, Views, Columns in TiDB 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 Two-way sync between TiDB tables and SaaS tools so operational edits made in either system converge
  • 04 Stream row-level changes to a warehouse or Kafka via CDC for near-real-time analytics

Common sync patterns

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 TiDB, ready to drive jobs and notifications.

Query the CRM like a database

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

What you can sync between DealCloud and TiDB

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 TiDB objects How this pairing syncs
Deal Synced with incremental and full sync. Tables Row data stored in TiKV; the primary unit for reads, writes, and CDC. Deal is specific to DealCloud and Tables to TiDB — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Views Logical views for shaping reads before syncing outward. Company is specific to DealCloud and Views to TiDB — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Columns MySQL-compatible types mapped to fields in the paired system. Contact is specific to DealCloud and Columns to TiDB — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Indexes Secondary indexes that keep incremental sync queries efficient. Fund is specific to DealCloud and Indexes to TiDB — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Sequences Server-side ID generation relevant when external systems write rows. Investment is specific to DealCloud and Sequences to TiDB — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Databases MySQL-style schemas addressed by any MySQL-compatible client. Relationship is specific to DealCloud and Databases to TiDB — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and TiDB

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

TiDB DealCloud Sub-second propagation

DetectionChanges in TiDB are captured at the source via change data capture — no polling loop against its API. Log-based CDC via TiCDC, which captures row changes from TiKV and streams them to downstream sinks.

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.
  • TiDB: Throughput scales with cluster size rather than fixed API quotas.
What ships with DealCloud ⇄ TiDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or TiDB 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 TiDB record.

Observability

Monitoring

Track your DealCloud ⇄ TiDB 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 TiDB.

How the DealCloud and TiDB 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.

TiDB

Integration surface
MySQL wire protocol (SQL)
Authentication
Database credentials (MySQL-compatible username/password)
Change detection
Log-based CDC via TiCDC, which captures row changes from TiKV and streams them to downstream sinks; polling also works
Capabilities
read · write · CDC
Rate limits
Throughput scales with cluster size rather than fixed API quotas
How it works

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

    Choose tables

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

DealCloud and TiDB 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 TiDB.

Popular · 8 of 392
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