![\"An](\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/DealCloud-Integration.png\")
<\/p>\n
<\/span>Connect Intapp (formerly DealCloud) to keep investor, portfolio, and relationship contacts synced with Microsoft 365 and instantly available on every smartphone. No CSV exports. No manual updates.<\/span><\/span><\/h2>\n
\n<\/span>Two-Way: CiraSync Hub<\/strong><\/span><\/h2>\n<\/span>One-Way: CiraSync Cloud, CiraSync On-Prem<\/strong><\/span><\/h2>\n
\n<\/span>What This Integration Does<\/strong><\/span><\/h2>\nCiraSync bridges Intapp (DealCloud) and Microsoft 365 so your team always has accurate contact data, whether they’re at their desk or on the go.<\/p>\n
\n- Two-way sync of Intapp contacts with the Microsoft 365 GAL, user mailboxes, Google, iCloud, or another CRM via CiraSync Hub<\/a><\/li>\n
- Automatic distribution of investor and portfolio contacts to employee smartphones via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a><\/li>\n<\/ul>\n
\n<\/span>How It Works<\/strong><\/span><\/h2>\n<\/span>1. Connect: Log into Intapp and Microsoft 365<\/strong><\/span><\/h3>\nSign into your Intapp (DealCloud) and Microsoft 365 accounts inside CiraSync. Admin consent is required for Microsoft 365.<\/p>\n
<\/span>2. Map: Select Fields and Sync Direction<\/strong><\/span><\/h3>\nChoose which contact fields to sync, such as funds, investors, and relationships, and set the direction that fits your workflow.<\/p>\n
<\/span>3. Sync to Phones: CiraSync Pushes Updates Automatically<\/strong><\/span><\/h3>\nOnce configured, CiraSync pushes the latest Intapp contact updates to every authorized smartphone without any manual intervention.<\/p>\n
<\/span>Note<\/strong><\/span><\/h3>\nIntapp syncs through CiraSync Hub. CiraSync handles device-level distribution to smartphones.<\/p>\n
\n<\/span>Who Benefits<\/strong><\/span><\/h2>\n<\/span>Private Equity and Venture Teams<\/strong><\/span><\/h3>\nKeep fund, investor, and portfolio company contacts current across the entire team. When a deal closes or a contact changes, everyone has the updated record on their phone automatically.<\/p>\n
<\/span>Investor Relations<\/strong><\/span><\/h3>\nGive IR teams instant access to accurate LP and stakeholder contacts on their mobile devices, without depending on manual exports or IT tickets.<\/p>\n
<\/span>Relationship Managers and Executives<\/strong><\/span><\/h3>\nExecutives and relationship managers stay connected to their most important contacts, even when they’re away from the office or in back-to-back meetings.<\/p>\n
\n<\/span>Outcomes<\/strong><\/span><\/h2>\n\n- Accurate investor and portfolio contacts on every device, updated automatically<\/li>\n
- Faster outreach with no time lost searching for current contact information<\/li>\n
- All client and relationship data consolidated into Microsoft 365 for a single source of truth<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/strong><\/span><\/h2>\n\n- CiraSync Hub subscription<\/li>\n
- Intapp (DealCloud) subscription<\/li>\n
- Microsoft 365 admin consent<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ hover_enabled=“0″ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Intapp (DealCloud) contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to both Intapp and Microsoft 365, maps your contact fields, and syncs updates automatically on a schedule you control.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does DealCloud sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available through CiraSync Hub, which keeps Intapp and Microsoft 365 contacts in alignment across both platforms.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Intapp investor contacts to executive smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Intapp contacts directly to iOS and Android devices so executives always have current contact information without installing a separate app.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Intapp’s native integrations?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync specializes in last-mile contact delivery, getting Intapp contacts onto smartphones and into Microsoft 365, which native Intapp integrations do not handle.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I filter which Intapp contacts sync to which team members?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync supports contact filtering and segmentation so you can control which contacts are distributed to specific users or groups.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for private equity investor data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync is SOC 2 compliant and GDPR compliant. Investor contact data is encrypted in transit and at rest, with no data stored outside your authorized environment.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
<\/span>One-Way: CiraSync Cloud, CiraSync On-Prem<\/strong><\/span><\/h2>\n
\n<\/span>What This Integration Does<\/strong><\/span><\/h2>\nCiraSync bridges Intapp (DealCloud) and Microsoft 365 so your team always has accurate contact data, whether they’re at their desk or on the go.<\/p>\n
\n- Two-way sync of Intapp contacts with the Microsoft 365 GAL, user mailboxes, Google, iCloud, or another CRM via CiraSync Hub<\/a><\/li>\n
- Automatic distribution of investor and portfolio contacts to employee smartphones via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a><\/li>\n<\/ul>\n
\n<\/span>How It Works<\/strong><\/span><\/h2>\n<\/span>1. Connect: Log into Intapp and Microsoft 365<\/strong><\/span><\/h3>\nSign into your Intapp (DealCloud) and Microsoft 365 accounts inside CiraSync. Admin consent is required for Microsoft 365.<\/p>\n
<\/span>2. Map: Select Fields and Sync Direction<\/strong><\/span><\/h3>\nChoose which contact fields to sync, such as funds, investors, and relationships, and set the direction that fits your workflow.<\/p>\n
<\/span>3. Sync to Phones: CiraSync Pushes Updates Automatically<\/strong><\/span><\/h3>\nOnce configured, CiraSync pushes the latest Intapp contact updates to every authorized smartphone without any manual intervention.<\/p>\n
<\/span>Note<\/strong><\/span><\/h3>\nIntapp syncs through CiraSync Hub. CiraSync handles device-level distribution to smartphones.<\/p>\n
\n<\/span>Who Benefits<\/strong><\/span><\/h2>\n<\/span>Private Equity and Venture Teams<\/strong><\/span><\/h3>\nKeep fund, investor, and portfolio company contacts current across the entire team. When a deal closes or a contact changes, everyone has the updated record on their phone automatically.<\/p>\n
<\/span>Investor Relations<\/strong><\/span><\/h3>\nGive IR teams instant access to accurate LP and stakeholder contacts on their mobile devices, without depending on manual exports or IT tickets.<\/p>\n
<\/span>Relationship Managers and Executives<\/strong><\/span><\/h3>\nExecutives and relationship managers stay connected to their most important contacts, even when they’re away from the office or in back-to-back meetings.<\/p>\n
\n<\/span>Outcomes<\/strong><\/span><\/h2>\n\n- Accurate investor and portfolio contacts on every device, updated automatically<\/li>\n
- Faster outreach with no time lost searching for current contact information<\/li>\n
- All client and relationship data consolidated into Microsoft 365 for a single source of truth<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/strong><\/span><\/h2>\n\n- CiraSync Hub subscription<\/li>\n
- Intapp (DealCloud) subscription<\/li>\n
- Microsoft 365 admin consent<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ hover_enabled=“0″ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Intapp (DealCloud) contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to both Intapp and Microsoft 365, maps your contact fields, and syncs updates automatically on a schedule you control.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does DealCloud sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available through CiraSync Hub, which keeps Intapp and Microsoft 365 contacts in alignment across both platforms.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Intapp investor contacts to executive smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Intapp contacts directly to iOS and Android devices so executives always have current contact information without installing a separate app.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Intapp’s native integrations?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync specializes in last-mile contact delivery, getting Intapp contacts onto smartphones and into Microsoft 365, which native Intapp integrations do not handle.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I filter which Intapp contacts sync to which team members?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync supports contact filtering and segmentation so you can control which contacts are distributed to specific users or groups.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for private equity investor data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync is SOC 2 compliant and GDPR compliant. Investor contact data is encrypted in transit and at rest, with no data stored outside your authorized environment.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
CiraSync bridges Intapp (DealCloud) and Microsoft 365 so your team always has accurate contact data, whether they’re at their desk or on the go.<\/p>\n
- \n
- Two-way sync of Intapp contacts with the Microsoft 365 GAL, user mailboxes, Google, iCloud, or another CRM via CiraSync Hub<\/a><\/li>\n
- Automatic distribution of investor and portfolio contacts to employee smartphones via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a><\/li>\n<\/ul>\n
\n<\/span>How It Works<\/strong><\/span><\/h2>\n
<\/span>1. Connect: Log into Intapp and Microsoft 365<\/strong><\/span><\/h3>\n
Sign into your Intapp (DealCloud) and Microsoft 365 accounts inside CiraSync. Admin consent is required for Microsoft 365.<\/p>\n
<\/span>2. Map: Select Fields and Sync Direction<\/strong><\/span><\/h3>\n
Choose which contact fields to sync, such as funds, investors, and relationships, and set the direction that fits your workflow.<\/p>\n
<\/span>3. Sync to Phones: CiraSync Pushes Updates Automatically<\/strong><\/span><\/h3>\n
Once configured, CiraSync pushes the latest Intapp contact updates to every authorized smartphone without any manual intervention.<\/p>\n
<\/span>Note<\/strong><\/span><\/h3>\n
Intapp syncs through CiraSync Hub. CiraSync handles device-level distribution to smartphones.<\/p>\n
\n<\/span>Who Benefits<\/strong><\/span><\/h2>\n
<\/span>Private Equity and Venture Teams<\/strong><\/span><\/h3>\n
Keep fund, investor, and portfolio company contacts current across the entire team. When a deal closes or a contact changes, everyone has the updated record on their phone automatically.<\/p>\n
<\/span>Investor Relations<\/strong><\/span><\/h3>\n
Give IR teams instant access to accurate LP and stakeholder contacts on their mobile devices, without depending on manual exports or IT tickets.<\/p>\n
<\/span>Relationship Managers and Executives<\/strong><\/span><\/h3>\n
Executives and relationship managers stay connected to their most important contacts, even when they’re away from the office or in back-to-back meetings.<\/p>\n
\n<\/span>Outcomes<\/strong><\/span><\/h2>\n
- \n
- Accurate investor and portfolio contacts on every device, updated automatically<\/li>\n
- Faster outreach with no time lost searching for current contact information<\/li>\n
- All client and relationship data consolidated into Microsoft 365 for a single source of truth<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/strong><\/span><\/h2>\n
- \n
- CiraSync Hub subscription<\/li>\n
- Intapp (DealCloud) subscription<\/li>\n
- Microsoft 365 admin consent<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ hover_enabled=“0″ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n
[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Intapp (DealCloud) contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to both Intapp and Microsoft 365, maps your contact fields, and syncs updates automatically on a schedule you control.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does DealCloud sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available through CiraSync Hub, which keeps Intapp and Microsoft 365 contacts in alignment across both platforms.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Intapp investor contacts to executive smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Intapp contacts directly to iOS and Android devices so executives always have current contact information without installing a separate app.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Intapp’s native integrations?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync specializes in last-mile contact delivery, getting Intapp contacts onto smartphones and into Microsoft 365, which native Intapp integrations do not handle.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I filter which Intapp contacts sync to which team members?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync supports contact filtering and segmentation so you can control which contacts are distributed to specific users or groups.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for private equity investor data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
CiraSync is SOC 2 compliant and GDPR compliant. Investor contact data is encrypted in transit and at rest, with no data stored outside your authorized environment.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
- Automatic distribution of investor and portfolio contacts to employee smartphones via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a><\/li>\n<\/ul>\n