{"id":53817,"date":"2024-03-12T04:21:49","date_gmt":"2024-03-12T12:21:49","guid":{"rendered":"https:\/\/cirahub.com\/?p=53817"},"modified":"2024-03-13T10:21:04","modified_gmt":"2024-03-13T18:21:04","slug":"two-way-sync-contacts-deal-cloud-and-global-address-lists","status":"publish","type":"post","link":"https:\/\/cirahub.com\/fr\/support\/two-way-sync-contacts-deal-cloud-and-global-address-lists\/","title":{"rendered":"How to Two-way sync Contacts Between Deal Cloud and Global Address Lists"},"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 Global Address Lists.<\/span><\/p>\n<p>Synchronizing contacts in global address lists and deal cloud enable organizations to communicate with ease and enhance collaboration. Integration of both systems allows employees to access contact information conveniently, make communication with clients, and colleagues more effectively.\u00a0This allows employees to focus on core tasks and eliminate the troubles managing contacts information on multiple platforms.<\/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\"> Global Address Lists<\/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\"> Global Address Lists<\/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 Global Address Lists.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Global_Address_Lists\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Global Address Lists<\/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=\"Step_2_Create_a_Spoke_for_Global_Address_List\"><\/span>Step 2: Create a Spoke for Global Address List<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe title=\"Microsoft 365 Gal to Various V1\" src=\"https:\/\/player.vimeo.com\/video\/863304992?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe><\/p>\n<p>7. Select Microsoft 365 In another tenant and Select Global Address List as the source type of your contact spoke. Each tenant will need a Dedicated Service Account with the following roles: access to Address Lists, Mail Recipient Creation, Mail Recipients permissions.<\/p>\n<p data-pm-slice=\"1 1 []\">Check out this guide to learn the <a class=\"ProsemirrorEditor-link\" href=\"https:\/\/cirahub.com\/support\/how-to-setup-accounts-required-for-gal-sync\/\">permissions and settings required for a two-way Gal sync in CiraHub<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/add-spoke-and-gal.jpg\" alt=\"Add spoke and select Gal\" width=\"560\" height=\"387\" \/><\/p>\n<p>8. Click \u201cGRANT ACCESS\u201d or select any existing credentials that have already been saved. You can also choose to invite users from another tenant by entering their email address or Click \u201cCONFIGURE\u201d to grant CiraHub access through Certificate Based Authorization.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/click-grant-access.jpg\" alt=\"Click Grant Access\" width=\"585\" height=\"407\" \/><\/p>\n<p>9. Next, you can sync your Microsoft Service account to the GAL connect by choosing an Authentication Method. In this example, we selected credentials and entered the login and password.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/gal-authentification-method.png\" alt=\"Gal Authentication Method\" width=\"576\" height=\"397\" \/><\/p>\n<p>10. Wait for CiraHub to validate the connection to the Global Address List after entering the Microsoft Login and Password.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/g-g-validate.png\" alt=\"G-G Validate\" width=\"603\" height=\"417\" \/><\/p>\n<p>11. Type in a Spoke Name and click Next.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome.jpg\" alt=\"\" width=\"546\" height=\"376\" \/><\/p>\n<p>12. Type in a Hub Name and click Create.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome1.jpg\" alt=\"GAL Hub Name\" width=\"594\" height=\"409\" \/><\/p>\n<p>13. Click the Spoke that was just created. Click Turn On under the Synced tile.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/1toad.jpg\" alt=\"\" width=\"460\" height=\"462\" \/><\/p>\n<p>14. The Spoke Sync Options will open. (See figure below.) Click the Allow Hub to create and sync items in this spoke checkbox to enable two-way sync.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/2toad.png\" alt=\"\" width=\"632\" height=\"235\" \/><\/p>\n<p>15. Users can customize sync settings by expanding the Advanced Tab and adding sync filters to the Spoke. This would enable a user to synchronize and create Hub items based on specific criteria. Then Click Save.<\/p>\n<p data-pm-slice=\"1 1 []\">Check out this guide to learn <a class=\"ProsemirrorEditor-link\" href=\"https:\/\/cirahub.com\/support\/utilizing-contact-filtering\/\">how to use contact filtering<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/3toad.jpg\" alt=\"\" width=\"608\" height=\"260\" \/><\/p>\n<p>16. Click on the GAL Tab to set up GAL Read Option Settings.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/4toad.jpg\" alt=\"\" width=\"471\" height=\"465\" \/><\/p>\n<p>17. Here, you can choose which Global Address List Objects (Mailboxes, Contacts, and Groups) you would like to populate this Hub with.<\/p>\n<h3><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/5toad.jpg\" alt=\"\" width=\"631\" height=\"350\" \/><\/h3>\n<p>18. Click on the Hub and then click Sync Now to enable two-way GAL sync.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/6toad.jpg\" alt=\"\" width=\"473\" height=\"475\" \/><\/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 Global Address Lists 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 Global Address Lists. Synchronizing contacts in global address lists and deal cloud enable organizations to communicate with ease and enhance collaboration. Integration of both systems allows employees to access contact information conveniently, make communication with clients, and colleagues more effectively.\u00a0This allows [&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-53817","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\/53817","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=53817"}],"version-history":[{"count":5,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53817\/revisions"}],"predecessor-version":[{"id":54205,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/posts\/53817\/revisions\/54205"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/media?parent=53817"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/categories?post=53817"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/tags?post=53817"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/fr\/wp-json\/wp\/v2\/ppma_author?post=53817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}