{"id":74115,"date":"2024-03-12T04:41:02","date_gmt":"2024-03-12T12:41:02","guid":{"rendered":"https:\/\/cirahub.com\/?p=53769"},"modified":"2024-03-12T04:41:02","modified_gmt":"2024-03-12T12:41:02","slug":"two-way-sync-contacts-deal-cloud-and-m365-user-mailboxes","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-m365-user-mailboxes\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and User Mailboxes"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and User Mailboxes.<\/span><\/p>\n<p>Managing deals and projects can be complex, but syncing contacts between User Mailboxes and Deal Cloud simplifies the process. By syncing contacts between these platforms, you can seamlessly integrate your email contacts into your deal management process, ensuring that all your client information is easily accessible and up to date. This efficient deal management workflow helps you stay organized and focused on driving sales and revenue.<\/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 <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">User Mailboxes<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">User Mailboxes<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and User Mailboxes.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_User_Mailboxes\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">User Mailboxes<\/span><\/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>&nbsp;<\/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=\"713\" height=\"527\" \/><\/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=\"722\" height=\"526\" \/><\/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=\"680\" height=\"498\" \/><\/p>\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<h3><span class=\"ez-toc-section\" id=\"Create_User_Mailbox_Spoke\"><\/span><strong>Create User Mailbox Spoke<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">7. To add a Contact List within a Microsoft Office 365 User Mailbox to the Hub, Click on \u201cMicrosoft 365 In my tenant\u201d and select<\/span><a href=\"https:\/\/learn.microsoft.com\/en-us\/exchange\/recipients\/user-mailboxes\/user-mailboxes?view=exchserver-2019\"><span data-contrast=\"none\">\u00a0User Mailbox<\/span><\/a><a href=\"https:\/\/learn.microsoft.com\/en-us\/exchange\/recipients\/user-mailboxes\/user-mailboxes?view=exchserver-2019\"><span data-contrast=\"none\">.<\/span><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50861\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-on-Microsoft-Office-365-in-my-Tenant-and-Select-User-Mailbox.jpg\" alt=\"Click on Microsoft Office 365 in my Tenant and Select User Mailbox\" width=\"445\" height=\"251\" \/><\/p>\n<p><span data-contrast=\"none\">8. Select which \u201c<\/span><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\"><span data-contrast=\"none\">User Mailbox<\/span><\/a><span data-contrast=\"none\">\u201d you want to Sync.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50865\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Select-which-User-Mailbox-you-want-to-sync.jpg\" alt=\"Select which User Mailbox you want to sync\" width=\"312\" height=\"302\" \/><\/p>\n<p>9. Type in a Spoke name and click NEXT.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50873\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-a-spoke-name-then-click-next.jpg\" alt=\"Type in a spoke name then click next\" width=\"442\" height=\"161\" \/><\/p>\n<p><span data-contrast=\"none\">10. Next type in a \u201cHub Name\u201d and click CREATE.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50877\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-Hub-name-and-Click-Create-1.jpg\" alt=\"Type in Hub name and Click Create\" width=\"421\" height=\"291\" \/><\/p>\n<p>11. Right click and select \u201cSync Options\u201d.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/05\/sync-options.jpg\" alt=\"Sync Options\" \/><\/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><span class=\"EOP SCXW76201369 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/Click-on-allow-hub.jpg\" alt=\"Allow Hub to Create and Sync\" \/><\/p>\n<p>13. Click on \u201cSync now\u201d to two-way sync your iCloud and Microsoft 365 Mailbox contacts. You can also edit any synchronization options for each of your spokes below. <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>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We hope you found the guide above useful and easy to understand. What are you waiting for? Two-way sync Contacts Between Deal Cloud and User Mailboxes today!<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> as well as contact and calendar sync for their company. Learn more about how you can <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">start a CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and User Mailboxes. Managing deals and projects can be complex, but syncing contacts between User Mailboxes and Deal Cloud simplifies the process. By syncing contacts between these platforms, you can seamlessly integrate your email contacts into your deal management process, ensuring that [&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-74115","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2024-03-12"],"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\u00a0Two-Way Sync Contacts Between Deal Cloud and User Mailboxes &#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\/two-way-sync-contacts-deal-cloud-and-m365-user-mailboxes\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and User Mailboxes\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and User Mailboxes. Managing deals and projects can be complex, but syncing contacts between User Mailboxes and Deal Cloud simplifies the process. 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