How to Two-Way Sync Contacts Between Deal Cloud and SharePoint

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

Syncing contacts in SharePoint with Deal Cloud is a great way to increase efficiency and productivity across a company. By integrating these two platforms, all communication and collaboration can happen in one place saving time and effort. SharePoint is a centralized hub for team collaboration and document management. Deal Cloud is a customer relationship management (CRM) solution built specifically for the sales and deal management market. Pairing the two platforms creates a seamless flow of information. Enabling both platforms to do what they do best, manage customer information.

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

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

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

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

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.

Step 2: Create a Spoke for SharePoint

7. Next, select SharePoint as the source type for your contact spoke.

Select Sharepoint

8. Click Grant Access to give CiraHub Permission to two-way sync SharePoint contacts and browse your company users or contacts.

Click Grant Access

9. You will need to sign into your Microsoft Account.

10. Give CiraHub Access to your SharePoint account and always check the box that states “Consent on behalf of your organization”.

11. Select a SharePoint Contact List to sync with CiraHub.

Select Sharepoint Contact List

12. Next, right-click your spoke, and select “Sync Options”.

Sharepoint Sync Options

13. From there, you will be taken to a new window; click the box which says, “Allow Hub to create and sync items in this spoke.”

Sharepoint Allow Hub

14. Click the Advanced tab to set up contact filtering settings for SharePoint.

Sharepoint Advanced Tab

15. Click on “Sync Now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.

Sharepoint Sync Now

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 shared contact and calendar sync for their company. Click here to 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.