CiraSync Intapp (DealCloud) Integration

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.

Two-Way: CiraSync Hub

One-Way: CiraSync Cloud, CiraSync On-Prem

What This Integration Does

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.

Two-way sync of Intapp contacts with the Microsoft 365 GAL, user mailboxes, Google, iCloud, or another CRM via CiraSync Hub
Automatic distribution of investor and portfolio contacts to employee smartphones via CiraSync Cloud or CiraSync On-Prem

How It Works

1. Connect: Log into Intapp and Microsoft 365

Sign into your Intapp (DealCloud) and Microsoft 365 accounts inside CiraSync. Admin consent is required for Microsoft 365.

2. Map: Select Fields and Sync Direction

Choose which contact fields to sync, such as funds, investors, and relationships, and set the direction that fits your workflow.

3. Sync to Phones: CiraSync Pushes Updates Automatically

Once configured, CiraSync pushes the latest Intapp contact updates to every authorized smartphone without any manual intervention.

Note

Intapp syncs through CiraSync Hub. CiraSync handles device-level distribution to smartphones.

Who Benefits

Private Equity and Venture Teams

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.

Investor Relations

Give IR teams instant access to accurate LP and stakeholder contacts on their mobile devices, without depending on manual exports or IT tickets.

Relationship Managers and Executives

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.

Outcomes

Accurate investor and portfolio contacts on every device, updated automatically
Faster outreach with no time lost searching for current contact information
All client and relationship data consolidated into Microsoft 365 for a single source of truth

Requirements

CiraSync Hub subscription
Intapp (DealCloud) subscription
Microsoft 365 admin consent

Frequently Asked Questions

How do I sync Intapp (DealCloud) contacts to Microsoft 365?

CiraSync connects to both Intapp and Microsoft 365, maps your contact fields, and syncs updates automatically on a schedule you control.

Does DealCloud sync two-way with Outlook contacts?

Yes. Two-way sync is available through CiraSync Hub, which keeps Intapp and Microsoft 365 contacts in alignment across both platforms.

Can I sync Intapp investor contacts to executive smartphones?

Yes. CiraSync pushes Intapp contacts directly to iOS and Android devices so executives always have current contact information without installing a separate app.

How is CiraSync different from Intapp's native integrations?

CiraSync specializes in last-mile contact delivery, getting Intapp contacts onto smartphones and into Microsoft 365, which native Intapp integrations do not handle.

Can I filter which Intapp contacts sync to which team members?

Yes. CiraSync supports contact filtering and segmentation so you can control which contacts are distributed to specific users or groups.

Is CiraSync secure for private equity investor data?

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.