Real-time
Two-way sync
Changes in DealCloud or Zoom instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Communications
DealCloud to Zoom integration — real-time, two-way sync
Keep DealCloud and Zoom 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 Zoom
Keep DealCloud and Zoom working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.
DealCloud holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Zoom is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.
Stacksync syncs Task, User, Deal, Company in DealCloud with Participant Reports, Zoom Phone Call Logs, Team Chat Channels and Messages, Users in Zoom field by field, in real time, and in both directions. Current contact details flow out to Zoom so it can reach the right person, and the calls, messages, and meetings Zoom produces flow back onto the matching record in DealCloud. You decide which system owns which fields, and conflicts resolve by rules you set.
Common use cases
- 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 03 Push Zoom Phone call logs into an operational database so sales and support calls are logged against the right customer records.
- 04 Keep Team Chat channel membership aligned with team and department data mastered in an operational database.
Common sync patterns
One contact list, opt-outs included
A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.
New contacts reachable right away
A contact created or updated in DealCloud appears in Zoom within seconds, so outreach starts without exporting a list or re-keying numbers.
Where Zoom reaches out: contacts kept current
Names, phone numbers, email addresses, and the owning rep from DealCloud stay current in Zoom, so every call, text, or email goes to the right person at the right address.
What you can sync between DealCloud and Zoom
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 | Zoom objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | Users Account members with license type, role, and status; created, updated, and deactivated two-way to sync with HRIS or identity systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Relationship Synced with incremental and full sync. | Zoom Phone Call Logs Call detail records and recordings from Zoom Phone (requires the Phone license); read into a database to log calls against customers. | Relationship is specific to DealCloud and Zoom Phone Call Logs to Zoom — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Team Chat Channels and Messages Chat channels, membership, and messages; listed and sent two-way to align collaboration spaces with team data. | Activity is specific to DealCloud and Team Chat Channels and Messages to Zoom — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Groups User groups that carry policy and settings; membership synced from department or team data in an operational database. | Task is specific to DealCloud and Groups to Zoom — each maps to any object or custom field on the other side. | |
| Deal Synced with incremental and full sync. | Meetings Scheduled and instant meetings with join URLs and settings; created and updated from a CRM or calendar, read back for reporting. | Deal is specific to DealCloud and Meetings to Zoom — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Webinars Webinar events (requires the Webinar license); created and managed via API, with panelists and settings written from event tools. | Company is specific to DealCloud and Webinars to Zoom — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud and Zoom
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 Zoom 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 Zoom through its API, with automatic retries and rate-limit backoff.
Zoom DealCloud Sub-second propagation
DetectionZoom notifies Stacksync of record changes through webhook events. Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time.
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.
- Zoom: APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
What ships with DealCloud ⇄ Zoom
Connect DealCloud and Zoom for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Zoom connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud or Zoom 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 Zoom record.
Observability
Monitoring
Track your DealCloud ⇄ Zoom 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 Zoom.
How the DealCloud and Zoom 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.
Zoom
- Integration surface
- REST API (v2) with webhook Event Subscriptions
- Authentication
- OAuth 2.0 — user-authorized OAuth or Server-to-Server OAuth using account credentials; access tokens are valid for one hour and requests use granular per-resource scopes (e.g. meeting:read, user:write)
- Change detection
- Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event
- Capabilities
- read · write · webhooks
- Rate limits
- APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
How it works
How to connect DealCloud to Zoom — 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 Zoom 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
Zoom
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud and Zoom 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 ⇄ ZoomCustomers 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 ZoomCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Zoom integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Zoom: authenticate both systems, choose the objects to sync (such as DealCloud's User and Relationship), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Zoom 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 Zoom connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–Zoom integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and Zoom. 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 Zoom: Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the DealCloud side: Task, User, Deal, Company, plus custom fields where DealCloud exposes them. On the Zoom side: Participant Reports, Zoom Phone Call Logs, Team Chat Channels and Messages, Users. Stacksync auto-detects both schemas and converts types between the two systems.
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
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
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