![\"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
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<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=\u00a0\u00bb#1b75bb\u00a0\u00bb module_class=\u00a0\u00bbfaq my_accordion wppb-add-accordion-icon custom-clean-accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb0px|0px|0px|0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ border_width_all=\u00a0\u00bb0px\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″][et_pb_accordion_item title=\u00a0\u00bbHow do I sync Intapp (DealCloud) contacts to Microsoft 365?\u00a0\u00bb open=\u00a0\u00bbon\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbDoes DealCloud sync two-way with Outlook contacts?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I sync Intapp investor contacts to executive smartphones?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbHow is CiraSync different from Intapp’s native integrations?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I filter which Intapp contacts sync to which team members?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbIs CiraSync secure for private equity investor data?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bboff|off|off\u00a0\u00bb admin_label=\u00a0\u00bbCode for Accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.5″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb]<\/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
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<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=\u00a0\u00bb#1b75bb\u00a0\u00bb module_class=\u00a0\u00bbfaq my_accordion wppb-add-accordion-icon custom-clean-accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb0px|0px|0px|0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ border_width_all=\u00a0\u00bb0px\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″][et_pb_accordion_item title=\u00a0\u00bbHow do I sync Intapp (DealCloud) contacts to Microsoft 365?\u00a0\u00bb open=\u00a0\u00bbon\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbDoes DealCloud sync two-way with Outlook contacts?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I sync Intapp investor contacts to executive smartphones?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbHow is CiraSync different from Intapp’s native integrations?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I filter which Intapp contacts sync to which team members?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbIs CiraSync secure for private equity investor data?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bboff|off|off\u00a0\u00bb admin_label=\u00a0\u00bbCode for Accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.5″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb]<\/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
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<\/span>Frequently Asked Questions<\/span><\/h2>\n
[\/et_pb_text][et_pb_accordion icon_color=\u00a0\u00bb#1b75bb\u00a0\u00bb module_class=\u00a0\u00bbfaq my_accordion wppb-add-accordion-icon custom-clean-accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb custom_padding=\u00a0\u00bb0px|0px|0px|0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ border_width_all=\u00a0\u00bb0px\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″][et_pb_accordion_item title=\u00a0\u00bbHow do I sync Intapp (DealCloud) contacts to Microsoft 365?\u00a0\u00bb open=\u00a0\u00bbon\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbDoes DealCloud sync two-way with Outlook contacts?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I sync Intapp investor contacts to executive smartphones?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbHow is CiraSync different from Intapp’s native integrations?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbCan I filter which Intapp contacts sync to which team members?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bbIs CiraSync secure for private equity investor data?\u00a0\u00bb open_toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.6″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbOpen Sans||||||||\u00a0\u00bb body_text_color=\u00a0\u00bb#333333″ body_font_size=\u00a0\u00bb18px\u00a0\u00bb body_line_height=\u00a0\u00bb1.4em\u00a0\u00bb background_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb background_enable_color=\u00a0\u00bbon\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px|true|true\u00a0\u00bb hover_enabled=\u00a0\u00bb0″ global_colors_info=\u00a0\u00bb{}\u00a0\u00bb toggle_text_color=\u00a0\u00bb#1b75bb\u00a0\u00bb toggle_level=\u00a0\u00bbh5″ toggle_font=\u00a0\u00bbInter|600|||||||\u00a0\u00bb toggle_font_size=\u00a0\u00bb24px\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb open=\u00a0\u00bboff\u00a0\u00bb sticky_enabled=\u00a0\u00bb0″]<\/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=\u00a0\u00bboff|off|off\u00a0\u00bb admin_label=\u00a0\u00bbCode for Accordion\u00a0\u00bb _builder_version=\u00a0\u00bb4.27.5″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb theme_builder_area=\u00a0\u00bbpost_content\u00a0\u00bb]<\/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