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Business productivity ⇄ CRM

Ironclad to Streak CRM integration — real-time, two-way sync

Keep Ironclad and Streak 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.

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Why teams connect Ironclad and Streak CRM

Sync what happens in Ironclad with the customer records in Streak CRM, 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 Ironclad 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 Workflow Documents, Workflows, Records, Entities in Ironclad to Email threads, Custom fields, Pipelines, Boxes in Streak CRM with bi-directional, real-time sync. Activity and record changes in Ironclad update the matching contact or account in Streak CRM, and CRM data flows the other way wherever Ironclad can store and use it.

Common use cases

  • 01 Push Obligations and renewal dates from Ironclad into a finance or task system so post-signature commitments and renewals are tracked and actioned on time.
  • 02 Pull executed contract PDFs from Records attachments into a document store or archive as each workflow completes.
  • 03 Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
  • 04 Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline

Common sync patterns

Where Ironclad can store CRM context: fields kept current

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

Where Ironclad handles support or shared inboxes

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

Where Ironclad supplies contact or company data

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

What you can sync between Ironclad and Streak 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.

Ironclad objects Streak CRM objects How this pairing syncs
Workflow Approvals Per-workflow approval requests and their state; read to report approval status and cycle time, and status changes arrive live through the workflow_approval_status_changed event. Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. Workflow Approvals is specific to Ironclad and Stages to Streak CRM — each maps to any object or custom field on the other side.
Signature Packets The e-signature packets on a workflow (sent, signatures collected, fully signed); read to track signing progress, with packet events delivered by webhook for real-time status. Contacts People linked to boxes, synced with marketing and support tools. Signature Packets is specific to Ironclad and Contacts to Streak CRM — each maps to any object or custom field on the other side.
Workflow Documents Draft and executed documents attached to a workflow; retrieved to pull generated or signed files out into a document store or archive. Organizations Company records associated with contacts and boxes. Workflow Documents is specific to Ironclad and Organizations to Streak CRM — each maps to any object or custom field on the other side.
Workflows The core unit of Ironclad: a live contract process (NDA, MSA, order form) moving through creation, review, approval, and signature. Launched via POST, updated via PATCH, and read for status, so contract processes move two-way between Ironclad and a database, CRM, or ERP. Tasks To-dos attached to boxes for follow-up tracking. Workflows is specific to Ironclad and Tasks to Streak CRM — each maps to any object or custom field on the other side.
Records The Repository of executed and stored contracts with metadata (value, counterparty, key dates, type) and attachments; full create, read, update, and delete so signed-contract data and PDFs sync to a warehouse, ERP, or CRM. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. Records is specific to Ironclad and Email threads to Streak CRM — each maps to any object or custom field on the other side.
Entities Structured records for counterparties and other parties linked to workflows and records; read and written to keep company and vendor master data aligned with a CRM or ERP. Custom fields Per-pipeline field definitions that determine what data a box can hold. Entities is specific to Ironclad and Custom fields to Streak CRM — each maps to any object or custom field on the other side.

How changes propagate between Ironclad and Streak 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.

Ironclad Streak CRM Sub-second propagation

DetectionIronclad notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing.

DeliveryEach detected change is written to Streak CRM through its API, with automatic retries and rate-limit backoff.

Streak CRM Ironclad Interval-based propagation

DetectionStacksync polls Streak CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling against pipeline, box, and contact endpoints.

DeliveryEach detected change is written to Ironclad through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Ironclad: Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
  • Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Ironclad ⇄ Streak CRM

Connect Ironclad and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ironclad–Streak CRM connection.

Real-time

Two-way sync

Changes in Ironclad or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ironclad or Streak 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 Ironclad or Streak CRM record.

Observability

Monitoring

Track your Ironclad ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Ironclad and Streak CRM.

How the Ironclad and Streak CRM connectors work

Ironclad

Integration surface
REST/JSON Public API (CLM API) at https://na1.ironcladapp.com/public/api/v1 (NA1 and EU1 regions plus a demo/sandbox), with a native Webhooks subscription API; described by an OpenAPI 3.1 spec.
Authentication
OAuth 2.0 - Authorization Code grant (PKCE for public clients) and Client Credentials grant for server-to-server; access tokens are Bearer, expire after 6 hours, and every endpoint is gated by a resource scope. The legacy static API bearer token was deprecated on 2024-11-22.
Change detection
Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing endpoint up to 10 times over about 13.6 hours with exponential backoff. Otherwise poll the list endpoints by last-updated. There is no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Ironclad to Streak 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.

  1. 01

    Connect your apps

    Authenticate Ironclad and Streak CRM 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
    Ironclad connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Ironclad and Streak 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Ironclad ⇄ Streak CRM
    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
    Ironclad Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Ironclad and Streak CRM 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.

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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 426 integrations available for Ironclad and Streak CRM.

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