Skip to content
CRM ⇄ ERP

DealCloud to Unleashed Software integration — real-time, two-way sync

Keep DealCloud and Unleashed Software 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DealCloud and Unleashed Software

Close the gap between front office and back office: DealCloud and Unleashed Software share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Unleashed Software runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Relationship, Activity, Task, User in DealCloud with Customers, Suppliers, Warehouses, Stock Adjustments in Unleashed Software field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

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 Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.
  • 04 Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.

Common sync patterns

Where Unleashed Software is the finance system of record: money status on the account

Invoice and payment state from Unleashed Software shows on the account in DealCloud, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Unleashed Software manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Unleashed Software stay current in DealCloud.

What you can sync between DealCloud and Unleashed Software

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 Unleashed Software objects How this pairing syncs
Relationship Synced with incremental and full sync. Customers Buyer records with pricing tiers and delivery addresses. Relationship is specific to DealCloud and Customers to Unleashed Software — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Suppliers Vendor records referenced on purchase orders. Activity is specific to DealCloud and Suppliers to Unleashed Software — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Warehouses Stock locations that scope inventory quantities and order fulfillment. Task is specific to DealCloud and Warehouses to Unleashed Software — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Stock Adjustments Manual quantity or value corrections synced for audit and reporting. User is specific to DealCloud and Stock Adjustments to Unleashed Software — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data. Deal is specific to DealCloud and Bills of Materials to Unleashed Software — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Invoices Sales invoices raised from orders, synced into accounting systems. Company is specific to DealCloud and Invoices to Unleashed Software — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Unleashed Software

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 Unleashed Software 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 Unleashed Software through its API, with automatic retries and rate-limit backoff.

Unleashed Software DealCloud Interval-based propagation

DetectionStacksync polls Unleashed Software for changes on an incremental schedule, reading only records changed since the previous pass. Polling with modified-date filters on list endpoints.

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.
  • Unleashed Software: Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
What ships with DealCloud ⇄ Unleashed Software

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Unleashed Software 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 Unleashed Software record.

Observability

Monitoring

Track your DealCloud ⇄ Unleashed Software 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 Unleashed Software.

How the DealCloud and Unleashed Software 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.

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

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

    Choose tables

    Pick the DealCloud and Unleashed Software 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 ⇄ Unleashed Software
    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 Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

DealCloud and Unleashed Software 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 Unleashed Software.

Popular · 8 of 392
All DealCloud integrations All Unleashed Software integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own