How to Two-Way Sync Contacts Between Deal Cloud and User Mailboxes

This comprehensive article will outline how to two-way sync contacts between Deal Cloud and User Mailboxes.

Managing deals and projects can be complex, but syncing contacts between User Mailboxes and Deal Cloud simplifies the process. By syncing contacts between these platforms, you can seamlessly integrate your email contacts into your deal management process, ensuring that all your client information is easily accessible and up to date. This efficient deal management workflow helps you stay organized and focused on driving sales and revenue.

Thanks to this Two-way sync feature, you can: 

  • Two-way sync Deal Cloud contacts with User Mailboxes.
  • Update contacts simultaneously across the two platforms
  • Without producing duplicates, CiraHub effortlessly syncs and moves data from Deal Cloud to User Mailboxes.

  This article will show you how to enable a two-way contact sync between Deal Cloud and User Mailboxes.

Set Up a Two-Way Contact Sync Between Deal Cloud and User Mailboxes

1. Log in to CiraHub. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the “Contacts” object has been selected. Hub and Spoke Setup

2. Next, start the Hub and Spoke setup. Click on “CRMs” 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.)


3. Select Deal Cloud as the contact spoke type.

4. Type in Deal Cloud API Access information to sync its account data to CiraHub.

5. Type in a Spoke name and click Create.

6. Select the option to add an Additional Spoke.

Create User Mailbox Spoke

7. To add a Contact List within a Microsoft Office 365 User Mailbox to the Hub, Click on “Microsoft 365 In my tenant” and select User Mailbox.

Click on Microsoft Office 365 in my Tenant and Select User Mailbox

8. Select which “User Mailbox” you want to Sync. 

Select which User Mailbox you want to sync

9. Type in a Spoke name and click NEXT.

Type in a spoke name then click next

10. Next type in a “Hub Name” and click CREATE.

Type in Hub name and Click Create

11. Right click and select “Sync Options”.

Sync Options

12. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back. 

Allow Hub to Create and Sync

13. Click on “Sync now” to two-way sync your iCloud and Microsoft 365 Mailbox contacts. You can also edit any synchronization options for each of your spokes below.


We hope you found the guide above useful and easy to understand. What are you waiting for? Two-way sync Contacts Between Deal Cloud and User Mailboxes today!

Learn More About CiraHub! 

CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up a multi-way CRM sync as well as contact and calendar sync for their company. Learn more about how you can start a CiraHub trial today!

How Would Your Business Change if You Could Two-Way Sync Contacts Between Your CRMs, Google, and Microsoft Apps!

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Jon Harris is a Technical writer with experience working for cybersecurity and tech related companies. He has a bachelor's degree in computer science and likes to read, hike, and fish in his spare time. He began his career in computer science before pursuing a career as a writer, and editor.