{"id":53768,"date":"2024-03-12T04:42:07","date_gmt":"2024-03-12T12:42:07","guid":{"rendered":"https:\/\/cirahub.com\/?p=53768"},"modified":"2024-03-13T10:21:41","modified_gmt":"2024-03-13T18:21:41","slug":"two-way-sync-contacts-deal-cloud-and-m365-public-folders","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/two-way-sync-contacts-deal-cloud-and-m365-public-folders\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Public Folders"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and Public Folders.<\/span><\/p>\n<p>We understand the importance of easy access to client information in your business operations. By syncing contacts between Public Folders and Deal Cloud, we ensure that all your client data is readily accessible from one centralized location. This synchronization streamlines your workflow, allowing you to access and manage client information seamlessly, whether you&rsquo;re in the office or on the go.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirahub.com\/blog\/what-is-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\">Public Folders<\/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\">Public Folders<\/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 Public Folders.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Public_Folders\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Public Folders<\/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 \u00ab\u00a0C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts\u00a0\u00bb 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 decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirahub.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 decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirahub.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 decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.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 decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg 722w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615-480x350.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 722px, 100vw\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg 680w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630-480x351.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 680px, 100vw\" \/><\/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:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_Public_Folder_Spoke\"><\/span><strong>Create Public Folder Spoke<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span class=\"TextRun SCXW268226606 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW268226606 BCX0\">7. Select Microsoft 365 In my tenant and select Public Folder as the source type of your contact Spoke<\/span><\/span><span class=\"TextRun SCXW268226606 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW268226606 BCX0\">.\u00a0<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/1-packer.jpg\" width=\"724\" height=\"500\" \/><\/p>\n<p><span class=\"TextRun SCXW34865858 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW34865858 BCX0\">8. Select which Public Folder to Sync.<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/2-packer.jpg\" alt=\"Select which Public Folder to Sync.\" width=\"732\" height=\"506\" \/><\/p>\n<p><span class=\"TextRun SCXW75392934 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW75392934 BCX0\">9. Type in a Spoke Name and Click Create. <\/span><\/span><span class=\"EOP SCXW75392934 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/type-in-spoke-names.jpg\" alt=\"Type in Spoke Name\" width=\"795\" height=\"307\" \/><\/p>\n<p><span class=\"TextRun SCXW258057134 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW258057134 BCX0\">10. 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 2-way synchronization between the Hub and your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW258057134 BCX0\">spoke<\/span><span class=\"NormalTextRun SCXW258057134 BCX0\">.<\/span><\/span><span class=\"EOP SCXW258057134 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:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163559.407.png\" alt=\"Next, right click your spoke, and select \u201cSync Options\u201d.\u00a0\" \/><\/p>\n<p><span data-contrast=\"none\">11. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable <a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">two-way synchronization<\/a> from the endpoint to the Hub database and back.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163803.627.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"none\">12. Click on \u201cSync now\u201d to two-way sync your Deal Cloud and Public Folder Contacts.\u00a0\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T163901.398.png\" alt=\"Click on \u201cSync now\u201d in order to enable 2-way synchronization\" \/><\/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 sync Deal Cloud and Public Folder Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&rsquo;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirahub.com\/two-way-crm-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:\/\/cirahub.com\/get-started\/\">Start your 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 Public Folders. We understand the importance of easy access to client information in your business operations. By syncing contacts between Public Folders and Deal Cloud, we ensure that all your client data is readily accessible from one centralized location. This synchronization [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"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":"","footnotes":""},"categories":[17],"tags":[],"ppma_author":[374],"class_list":["post-53768","post","type-post","status-publish","format-standard","hentry","category-support"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53768","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/comments?post=53768"}],"version-history":[{"count":6,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53768\/revisions"}],"predecessor-version":[{"id":54210,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53768\/revisions\/54210"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=53768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=53768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=53768"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=53768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}