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DealCloud by Intapp + HubSpot Integration
Intapp DealCloud is a CRM/deal-management platform for financial services. Our integration connects contacts, companies, dealcloud deals and dealclouds with HubSpot, giving revenue teams a single, unified pipeline.Our Experience
Method: custom bi-directional build — DealCloud stays the source of truth, HubSpot drives marketing/outbound; matched on DealCloud/HubSpot record IDs.
Built: two-way Contacts/Companies/Deals; only qualified/approved contacts pushed to DealCloud; HubSpot email activity written back to DealCloud via API; de-dup on record IDs.
In plain terms: DealCloud stays your firm's system of record; HubSpot runs marketing and outreach on top. Contacts, companies and deals sync both ways, but only approved contacts are pushed into DealCloud, and any email your team sends from HubSpot is written back onto the DealCloud record — so relationship managers see the full history in one place.
- CRM
- Migration & sync
Planning a DealCloud + HubSpot integration?
Tell us which DealCloud systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which DealCloud systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | DealCloud by Intapp Object | Direction |
|---|---|---|
| Contacts | Contact | Two-way |
| Companies | Company | Two-way |
| Deals | DealCloud Deal | Two-way |
| Email Activitys | DealCloud | HubSpot → External |
Use Cases
CRM + Marketing Split
DealCloud stays the record of truth while HubSpot runs marketing and outbound.
DealCloud (record of truth) ↔ HubSpot (marketing & outbound)Qualified Handoff
Push only approved contacts to DealCloud and write HubSpot email activity back.
only approved contacts pushed to DealCloud; email activity written backEmail Activity Write-Back
HubSpot outbound email flows into HubSpot.
HubSpot outbound email → DealCloud (via API, not BCC)Features
- Bi-directional contact/company/deal sync
- DealCloud Contact ID as cross-key
- Only qualified contacts pushed to DealCloud
- Email-activity write-back via API
- De-dup on record IDs
Frequently Asked Questions
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How does the Intapp DealCloud HubSpot integration work?
Intapp DealCloud is a deal/relationship CRM for financial services. We build a custom bi-directional integration where DealCloud stays the source of truth and HubSpot drives marketing and outbound — syncing contacts, companies and deals, pushing only qualified contacts to DealCloud, and writing HubSpot email activity back via API.
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What data can I sync between Intapp DealCloud and HubSpot?
Contacts, companies and deals (two-way, matched on DealCloud/HubSpot record IDs), plus HubSpot email activity written back to DealCloud.
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Can the integration be customized to our Intapp DealCloud setup?
Yes. Which contacts qualify to sync to DealCloud, field mappings and write-back rules are scoped to your DealCloud setup.