DealCloud Integration
Two-Way: CiraSync Hub
One-Way: CiraSync Cloud, CiraSync On-Prem
Connect DealCloud to keep investor, portfolio, and relationship contacts synced with Microsoft 365—and instantly available on every smartphone.
What this integration does:
- Two‑way sync of DealCloud contacts with Microsoft 365 GAL, User Mailbox, Google, iCloud or another CRM (via CiraHub)
- Automatic distribution of contacts to smartphones (via CiraSync)
How it works:
- Connect: Log into DealCloud and Microsoft 365/another endpoint in CiraHub.
- Map: Select fields (funds, investors, relationships) and sync direction.
- Sync to phones: CiraSync pushes the latest updates automatically.
Note:
DealCloud syncs via CiraHub; CiraSync handles device-level sync.
Who benefits:
- Private equity and venture teams
- Investor relations
- Relationship managers and executives
Outcomes:
- Accurate investor contacts everywhere
- Faster outreach
- Consolidation of all client info into Microsoft 365
Requirements:
- CiraHub subscription
- DealCloud subscription
- Microsoft 365 admin consent
