Intapp DealCloud now integrates with Google Workspace

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Intapp DealCloud: Google extensions

Gain smooth integration between Google Workspace and your Intapp DealCloud workflows

Connect Intapp DealCloud and Google Workspace by using Intapp DealCloud Google extensions. Add, edit, and review DealCloud data directly from Gmail, Google Calendar, or any Chrome window when researching online. Minimize your team’s workflow interruptions and accelerate your deal closures — all without leaving Chrome.

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Get faster access to your most important deal data

Capture emails and deal insights

Sync Gmail communications and access DealCloud insights directly from your inbox.

Simplify events management

Manage events from within DealCloud or your Google Calendar.

Improve research workflows

Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome.

How the DealCloud infopane works within Google Workspace

Sync emails, events, and notes

Sync email and meeting activity from Gmail and Google Calendar to Intapp DealCloud using the DealCloud infopane. This real-time synchronization ensures data accuracy and saves your team from the hassle of manual updates.

Create, update, and enrich data

Manage DealCloud data without leaving your workspace. Whether you’re using Gmail, Google Calendar, or browsing with Google Chrome, the infopane allows you to create new records, update existing information, and enrich data in real time.

Access insights and reports

Gain instant access to DealCloud insights, reports, and dashboards from the infopane. Whether drafting an email, scheduling a meeting, or browsing the web, you can view and act on critical intelligence without switching tools.

Accelerate business and save time with relationship intelligence

Build stronger, deal-winning connections and minimize manual data entry.

Automated contact management

Help your teams execute at the highest level with a data-powered platform that’s so much more than just a CRM.

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Relationship scoring

Fast-track sourcing with scores that reveal who knows whom — and who can best help you win your next deal.

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Automated activity capture

Centralize firmwide intelligence and get richer insights by automatically syncing email and event details to DealCloud.

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Learn more about Intapp DealCloud

Blog Posts

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

  • Private capital
  • Intapp DealCloud
Learn five ways that an integration between Intapp DealCloud, the leading CRM for private equity, and Google Workspace accelerates venture capital deal origination.

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Blog Posts

3 ways DealCloud supports Activator behaviors

  • Intapp DealCloud
In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.

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Blog Posts

3 ways dealmakers can stay connected while on the go

  • Financial services
  • Private capital
  • + 1 more
Here are three ways Intapp DealCloud can help you stay connected to your deals, even when you’re out of the office.

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Blog Posts

4 reasons why dealmakers need a best-in-class CRM

  • Financial services
  • Intapp DealCloud
Four reasons why Intapp DealCloud leads in the financial service industry with their best-in-class CRM platform for dealmakers.

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Why CIOs, CTOs, and innovators choose Intapp

Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.

Compliance and security

Market-leading ethical walls, confidentiality, and security for highly regulated firms

AI you can trust

Transparent AI governance with unified security controls

Integrated platform

Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows

Proven scale, innovation

Battle-tested by the world’s largest firms with ongoing platform investment

Always-on cloud infrastructure

Azure-backed reliability with
multi-region redundancy and tested disaster recovery

Integrations made easy

Pre-built integrations and partner ecosystem reduce IT burden and TCO

Schedule a demo

Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.