{"id":74118,"date":"2024-03-12T04:49:16","date_gmt":"2024-03-12T12:49:16","guid":{"rendered":"https:\/\/cirahub.com\/?p=53528"},"modified":"2024-03-12T04:49:16","modified_gmt":"2024-03-12T12:49:16","slug":"two-way-sync-contacts-deal-cloud-and-salesforce","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-salesforce\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Salesforce"},"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 Salesforce.<\/span><\/p>\n<p>Two-way syncing contacts between Deal Cloud and Salesforce can help organizations optimize their operational efficiency and bolster their customer relationship management capabilities. By seamlessly integrating these platforms and enabling bidirectional data synchronization, companies can ensure that contact information remains consistent and up to date across both systems. This synchronization not only eliminates the risk of data discrepancies but also streamlines workflow processes, freeing up valuable time and resources for sales and marketing teams to focus on core business activities.<\/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\">Salesforce<\/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\">Salesforce<\/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 Salesforce.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Salesforce\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Salesforce<\/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<h3><span class=\"ez-toc-section\" id=\"_Create_a_Salesforce_Spoke\"><\/span><b><span data-contrast=\"none\">\u00a0Create a Salesforce Spoke <\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>6. Select the option to add an Additional Spoke.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" width=\"642\" height=\"287\" \/><\/p>\n<p><span data-contrast=\"none\">7. 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><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"650\" height=\"356\" \/><\/p>\n<ol start=\"8\">\n<li><span data-contrast=\"none\"> Select <\/span><a href=\"http:\/\/salesforce.com\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">Salesforce<\/span><\/a><span data-contrast=\"none\"> as the contact spoke type.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"768\" height=\"427\" \/><\/p>\n<p>9. Sign in with Salesforce to add your account to the Hub, or select an existing Salesforce account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"767\" height=\"382\" \/><\/p>\n<p><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">10. Select \u201cAllow\u201d to <a href=\"https:\/\/cirasync.com\/integrations\/salesforce\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync Salesforce contacts<\/a> and connect your Salesforce account to the CiraApps Salesforce Connector.<\/span><\/span><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"413\" height=\"510\" \/><\/p>\n<p><span data-contrast=\"none\">11. Type in a \u201cSpoke Name\u201d and click Next.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL.png\" width=\"762\" height=\"484\" \/><\/p>\n<p>12. Next type in the \u201cHub Name\u201d and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" width=\"726\" height=\"463\" \/><\/p>\n<p>13. Next, right click your spoke, and select \u201cSync Options\u201d. From there you will be taken to a new window, click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable two-way synchronization between the Hub and your spoke.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg\" width=\"571\" height=\"341\" \/><\/p>\n<p><span data-contrast=\"none\">14. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable <\/span><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way synchronization<\/span><\/a><span data-contrast=\"none\"> from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blurr-allowhub-1.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" width=\"784\" height=\"290\" \/><\/p>\n<p>15. Click on \u201cSync now\u201d to two-way contact sync Deal Cloud with Salesforce. You can also edit any synchronization options for each of your spokes below.<span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39589\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sync3.jpg\" alt=\"Salesforce sync now\" width=\"447\" height=\"391\" \/><\/span><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Salesforce. Two-way syncing contacts between Deal Cloud and Salesforce can help organizations optimize their operational efficiency and bolster their customer relationship management capabilities. By seamlessly integrating these platforms and enabling bidirectional data synchronization, companies can ensure that contact information remains consistent [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":true,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-74118","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 Salesforce &#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-salesforce\/\/\" \/>\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 Salesforce\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Salesforce. Two-way syncing contacts between Deal Cloud and Salesforce can help organizations optimize their operational efficiency and bolster their customer relationship management capabilities. By seamlessly integrating these platforms and enabling bidirectional data synchronization, companies can ensure that contact information remains consistent [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-salesforce\/\" \/>\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=\"2024-03-12T12:49:16+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=\"6\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Salesforce\",\"datePublished\":\"2024-03-12T12:49:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/\"},\"wordCount\":558,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/#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\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/two-way-sync-contacts-deal-cloud-and-salesforce\\\/\",\"name\":\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Salesforce &#8212; 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