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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: We've built a two-way DealCloud–HubSpot integration where DealCloud stays the firm's system of record and 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 the team sends from HubSpot is written back onto the DealCloud record — so relationship managers see the full history in one place, and marketing never clutters the source of truth with unvetted data.
- 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 firm's system of record while HubSpot runs marketing and outbound, with contacts, companies and deals kept in sync both ways.
DealCloud (Record Of Truth) ↔ HubSpot (Marketing & Outbound)Qualified Handoff
Only approved, vetted contacts are pushed into DealCloud, so marketing activity never clutters the source of truth with raw data.
Approved Contacts → DealCloudEmail Activity Write-Back
Emails sent from HubSpot are written back onto the DealCloud record via API (not BCC), so relationship managers see the full conversation in one place.
HubSpot Outbound Email → DealCloud (Via API)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.