{"id":54203,"date":"2024-03-13T10:39:31","date_gmt":"2024-03-13T18:39:31","guid":{"rendered":"https:\/\/cirahub.com\/?p=54203"},"modified":"2024-03-13T10:39:31","modified_gmt":"2024-03-13T18:39:31","slug":"how-to-two-way-contact-sync-multiple-deal-cloud-sources","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\/","title":{"rendered":"How to Two-Way Contact Sync Multiple Deal Cloud Sources"},"content":{"rendered":"<p aria-level=\"2\">Syncing multiple Deal Cloud accounts together can offer several strategic benefits for companies, especially those operating in fields like private equity, investment banking, and corporate development where managing deal flows and client relationships effectively is critical. Integrating multiple accounts together facilitates better collaboration among teams or between different entities within a larger organization. It ensures that all team members have access to the most up-to-date information, which is particularly important in fast-moving deal environments.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync contacts between multiple Deal Cloud sources<\/li>\n<li>Update contacts simultaneously across the two Deal Cloud accounts<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between multiple <\/span><span data-contrast=\"none\">Deal Cloud sources.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Sync_Between_Multiple_Deal_Cloud_Sources\"><\/span><strong>Set Up a <\/strong><strong>Two-Way Sync Between Multiple Deal Cloud Sources<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"511\" height=\"378\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to Cirahub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"506\" height=\"369\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"542\" height=\"397\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Add_Another_Deal_Cloud_Spoke\"><\/span><strong>Add Another Deal Cloud Spoke<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">7. Click on \u201cCRMs\u201d as your source type for your contact spoke.\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>8. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"511\" height=\"378\" \/><\/p>\n<p>9. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"506\" height=\"369\" \/><\/p>\n<p>10. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"542\" height=\"397\" \/><\/p>\n<p>11. <strong>Next<\/strong>, right-click your spoke, and select \u201c<strong>Sync Options<\/strong>\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-53941\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-26-092502.jpg\" alt=\"\" width=\"551\" height=\"414\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-26-092502.jpg 551w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-26-092502-480x361.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 551px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">12. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42287\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc.png\" alt=\"procure allow hub to sync\" width=\"864\" height=\"291\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc.png 864w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc-480x162.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 864px, 100vw\" \/><\/span><\/span><\/p>\n<p>13. Click on \u201cSync now\u201d to two-way sync Deal Cloud and Procore Contacts. You can also edit your synchronization options for each of your spokes below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41496\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sync-now.jpg\" alt=\"\" width=\"543\" height=\"471\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sync-now.jpg 543w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sync-now-480x416.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 543px, 100vw\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way contact sync multiple Deal Cloud accounts together with CiraHub. <span data-contrast=\"none\">CiraHub&#8217;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Syncing multiple Deal Cloud accounts together can offer several strategic benefits for companies, especially those operating in fields like private equity, investment banking, and corporate development where managing deal flows and client relationships effectively is critical. Integrating multiple accounts together facilitates better collaboration among teams or between different entities within a larger organization. It ensures [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-54203","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2024-03-13"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-Way Contact Sync Multiple Deal Cloud Sources &#8212; CiraSync<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Two-Way Contact Sync Multiple Deal Cloud Sources\" \/>\n<meta property=\"og:description\" content=\"Syncing multiple Deal Cloud accounts together can offer several strategic benefits for companies, especially those operating in fields like private equity, investment banking, and corporate development where managing deal flows and client relationships effectively is critical. 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It ensures [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CiraSync\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-03-13T18:39:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1732\" \/>\n\t<meta property=\"og:image:height\" content=\"1196\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Tara Parachuk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:site\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Parachuk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"5\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to Two-Way Contact Sync Multiple Deal Cloud Sources\",\"datePublished\":\"2024-03-13T18:39:31+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/\"},\"wordCount\":412,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/CiraSync-Knowledge-Base-1080x630-Light.jpg\",\"articleSection\":[\"CiraHub\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-contact-sync-multiple-deal-cloud-sources\\\/\",\"name\":\"How to Two-Way Contact Sync Multiple Deal Cloud Sources &#8212; 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