Real-time
Two-way sync
Changes in DealCloud or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
CRM
DealCloud to Veeva CRM integration — real-time, two-way sync
Keep DealCloud and Veeva CRM 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 Veeva CRM
Run DealCloud and Veeva CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Deal, Company, Contact, Fund in DealCloud with Key Messages and CLM Content, Territories and Alignments, Events, Approved Email Activity in Veeva CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
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 HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
- 04 Replicate call and activity data into a warehouse for field-force effectiveness reporting.
Common sync patterns
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between DealCloud and Veeva CRM
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 | Veeva CRM objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. | User is specific to DealCloud and Approved Email Activity to Veeva CRM — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. | Deal is specific to DealCloud and Accounts (HCPs and HCOs) to Veeva CRM — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. | Company is specific to DealCloud and Calls to Veeva CRM — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Medical Inquiries Information requests captured in the field and routed to medical affairs. | Contact is specific to DealCloud and Medical Inquiries to Veeva CRM — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Sample Transactions Sample disbursement records tracked for regulatory compliance. | Fund is specific to DealCloud and Sample Transactions to Veeva CRM — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. | Investment is specific to DealCloud and Consent Records to Veeva CRM — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Veeva CRM
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 Veeva CRM 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 Veeva CRM through its API, with automatic retries and rate-limit backoff.
Veeva CRM DealCloud Interval-based propagation
DetectionStacksync polls Veeva CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.
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.
- Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
What ships with DealCloud ⇄ Veeva CRM
Connect DealCloud and Veeva CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Veeva CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Veeva CRM 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 Veeva CRM record.
Observability
Monitoring
Track your DealCloud ⇄ Veeva CRM 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 Veeva CRM.
How the DealCloud and Veeva CRM 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.
Veeva CRM
- Integration surface
- Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
- Authentication
- OAuth 2.0
- Change detection
- Polling on record modification timestamps; platform event streams where the underlying org enables them
- Capabilities
- read · write
- Rate limits
- Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works
How to connect DealCloud to Veeva CRM — 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 Veeva CRM 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
Veeva CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Veeva CRM 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 ⇄ Veeva CRMCustomers 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 Veeva CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Veeva CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Veeva CRM: authenticate both systems, choose the objects to sync (such as DealCloud's User and Deal), map fields visually, and changes propagate both ways in milliseconds — no code required.
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DealCloud: DealCloud is Intapp's deal and relationship management platform, purpose-built for private capital markets (private equity, venture capital, investment banking, and advisory firms). Veeva CRM: Classic Veeva CRM is built on the Salesforce platform, so Veeva entities are Salesforce custom objects (suffixed _vod) reachable through standard Salesforce APIs. Stacksync's field mapping accounts for these differences between DealCloud and Veeva CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means DealCloud and Veeva CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and Veeva CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Veeva CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Veeva CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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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 Veeva CRM: Polling on record modification timestamps; platform event streams where the underlying org enables them. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 Veeva CRM.
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DealCloud ⇄ Apollo.io -
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Veeva CRM ⇄ Zoho CRM
No integrations match .
