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CRM

DealCloud to ZoomInfo integration — real-time data sync

Keep DealCloud and ZoomInfo 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

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Why teams connect DealCloud and ZoomInfo

Run DealCloud and ZoomInfo side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into DealCloud, so DealCloud always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

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.

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 Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.
  • 04 Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.

Common sync patterns

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.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

What you can sync between DealCloud and ZoomInfo

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 ZoomInfo objects How this pairing syncs
User Synced with incremental and full sync. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. User is specific to DealCloud and Company Hierarchies to ZoomInfo — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. Deal is specific to DealCloud and Company Profiles to ZoomInfo — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. Company is specific to DealCloud and Contact Profiles to ZoomInfo — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync. Intent Signals Company-level topic scores indicating in-market buying behavior. Contact is specific to DealCloud and Intent Signals to ZoomInfo — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. Fund is specific to DealCloud and Scoops to ZoomInfo — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Technographics Technology install data per company, used for segmentation and territory planning. Investment is specific to DealCloud and Technographics to ZoomInfo — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and ZoomInfo

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 ZoomInfo 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.

DeliveryZoomInfo does not accept inbound record writes, so this direction carries requests rather than records: ZoomInfo's output flows back as field updates on the originating DealCloud records.

ZoomInfo DealCloud Interval-based propagation

DetectionStacksync polls ZoomInfo for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled re-enrichment and polling.

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.
  • ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with DealCloud ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your DealCloud ⇄ ZoomInfo 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 ZoomInfo.

How the DealCloud and ZoomInfo 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.

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

DealCloud and ZoomInfo 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.

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 ZoomInfo.

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