How CiraSync keeps your contacts and calendars up to date

Connect the systems that hold your contact and calendar information. Decide what information gets shared and where it needs to go. CiraSync keeps it up to date across the systems and employee devices you’ve configured.

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Contact scheduling and calendar sync interface

The three ways customers use CiraSync

Everything starts in a Workspace

A Workspace is where CiraSync collects your contacts, or your calendars, before sending them anywhere. Here, it filters out what you don’t want and, for contacts, matches fields and handles duplicates. Tunnels then deliver them to people.
FilterChoose and map fieldsDedupe

Each system we support, such as Salesforce or Google, is a Connector.Explore connectors

Connectors

How systems plug in

A Connection links one system to a Workspace as a Source, a Destination, or Two-way.

SOURCE
Directory

Bring information into the Workspace.

DESTINATION
Shared mailbox

Send Workspace information to a connected system.

TWO-WAY
CRM

Keep changes synchronized in both directions.

Tunnels

How contacts reach people

A Tunnel takes contacts from a Workspace and delivers them one way to the people you choose: your whole company, specific groups, or selected users.

Who

Delivered to

SMS

Text the same people in an emergency

Send SMS messages for office closures, urgent updates or schedule changes. Use the groups you already sync contacts to, or set up a separate collection just for messaging.

You decide what’s shared

The settings depend on what you’re syncing. Contacts and calendars have different controls.

01 · Filter contacts

Only sync the contacts you need

12,428 contacts8,214 selected

  • Active employees
  • Has business phone
  • North America

02 · Choose and map fields

Share work numbers without sharing home addresses

  • Mobile → Mobile phone
  • Business phone
  • Company → Organization
  • Home phone
  • Home address

Share work details only; personal information stays private.

03 · Handle duplicates

What should happen when the same person shows up twice?

Identify onlyMerge automatically

Where details conflict, you decide which contact to keep.

04 · Set direction

For each system: send, receive, or both

  • DirectorySource
  • CRMTwo-way
  • Shared mailboxDestination

05 · Select recipients

Who gets the contacts, and on which devices

Tunnel collection

All staff

Who

All mailboxesDirectory groupsDirectory users

Delivered to

MailboxPhone

Phone: through CardDAV with your MDM, or the CiraSync app.

Merge with contacts already in the mailboxMatched by email address so recipients do not end up with two copies of the same person.

Phones sync directly, so staff without a mailbox stay covered.

Change a number once, and CiraSync updates the places you’ve configured

When an included record changes, CiraSync processes the update through the configured flow and sends it only where it should go.

Change a number once, and CiraSync updates the places you’ve configured

Check on it any time

IT can see what’s configured and what changed, in one place.

WorkspacesConnectionsTunnels
Directory (GAL)SourceActive
SalesforceTwo-wayActive
Shared mailboxDestinationActive
Tunnel: office staffAll mailboxesActive

Works across the systems you already use

Connect Microsoft 365, Google, CRMs, industry systems and other business tools.

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Google
Microsoft
Salesforce
Hubspot
Clio
Procore
Intuit Quickbooks
Everbridge
Intapp
ActiveCampaign
Workday
Zoho

What your IT and security team will ask

Hosted on Microsoft Azure, with central administration, audit history and deployment options including on-premises, GCC and GCC High. Deployment options vary by plan.

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SOC 2 Type IIGDPR

Not sure which setup you need?

Tell us how you work today and we’ll suggest a setup.

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