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CRM ⇄ Business productivity

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

Keep DealCloud and Wrike in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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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 Wrike

Sync what happens in Wrike with the customer records in DealCloud, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Wrike holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Folders & Projects, Custom Fields, Comments, Timelogs in Wrike to Fund, Investment, Relationship, Activity in DealCloud with bi-directional, real-time sync. Activity and record changes in Wrike update the matching contact or account in DealCloud, and CRM data flows the other way wherever Wrike can store and use it.

Common use cases

  • 01 Sync Comments and status changes from Wrike into a database so downstream dashboards and tools react to project progress in near real time.
  • 02 Two-way sync of Tasks and their Custom Fields between a Wrike project and Postgres so ops teams work in SQL while project owners stay in Wrike.
  • 03 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.

Common sync patterns

Where Wrike handles support or shared inboxes

Tickets and conversations attach to the right contact and account in DealCloud, so sales sees open issues before the next call.

Where Wrike supplies contact or company data

Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.

Where Wrike can store CRM context: fields kept current

Owner, lifecycle stage, or account details from DealCloud sync into Wrike, so people working there have the context without switching tools.

What you can sync between DealCloud and Wrike

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 Wrike objects How this pairing syncs
Contact Synced with incremental and full sync. Contacts Account members and user groups referenced by task responsibles and authors; read to resolve IDs to names and email addresses. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Task Synced with incremental and full sync. Tasks The primary unit of work and main record; created, updated, completed, and deleted via the REST v4 API and synced two-way. Subtasks are Tasks linked by superTask/subTask references. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
User Synced with incremental and full sync. Custom Fields Typed fields (Text, Numeric, Date, DropDown, Contacts, Checkbox) defined at account or space level; mapped to database columns, with values written by field ID. User is specific to DealCloud and Custom Fields to Wrike — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Comments Discussion and activity entries attached to Tasks and Folders; read out for history and reporting or written back as comments. Deal is specific to DealCloud and Comments to Wrike — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Timelogs Time-tracking entries logged against Tasks; read for billing and utilization reporting or written back when hours are recorded elsewhere. Company is specific to DealCloud and Timelogs to Wrike — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Workflows Sets of custom statuses grouped into stages (Active, Completed, Cancelled, Deferred); read to map task status transitions to database values. Fund is specific to DealCloud and Workflows to Wrike — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Wrike

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

Wrike DealCloud Sub-second propagation

DetectionWrike notifies Stacksync of record changes through webhook events. Webhooks scoped to a folder, a space, or the whole account fire on events like TaskCreated, TaskStatusChanged, and FolderCreated, with event.

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.
  • Wrike: Approximately 400 requests/minute per user (estimated on a per-second basis) with a higher per-IP ceiling; exceeding the limit or tripping Wrike's internal overload protection returns HTTP 429, handled with exponential backoff.
What ships with DealCloud ⇄ Wrike

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Wrike 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 Wrike record.

Observability

Monitoring

Track your DealCloud ⇄ Wrike 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 Wrike.

How the DealCloud and Wrike 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.

Wrike

Integration surface
REST API v4 (JSON), single account endpoint such as www.wrike.com/api/v4; the data-center host (US or EU) comes from the OAuth token response, plus REST-managed Webhooks
Authentication
OAuth 2.0 for multi-user apps (Authorization header carrying access_token and requested scopes), and a legacy Permanent Access Token for single-account and testing use
Change detection
Webhooks scoped to a folder, a space, or the whole account fire on events like TaskCreated, TaskStatusChanged, and FolderCreated, with event filtering and custom payload fields; polling the task updatedDate is the fallback
Capabilities
read · write · webhooks
Rate limits
Approximately 400 requests/minute per user (estimated on a per-second basis) with a higher per-IP ceiling; exceeding the limit or tripping Wrike's internal overload protection returns HTTP 429, handled with exponential backoff
Wrike setup guide
How it works

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

    Choose tables

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

DealCloud and Wrike 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
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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 427 integrations available for DealCloud and Wrike.

Popular · 5 of 427
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