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.
Intapp DealCloud now integrates with Google Workspace
Intapp DealCloud: Google extensions
Gain smooth integration between Google Workspace and your Intapp DealCloud workflows
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.
- Relationship scoring
- Fast-track sourcing with scores that reveal who knows whom — and who can best help you win your next deal.
- Automated activity capture
- Centralize firmwide intelligence and get richer insights by automatically syncing email and event details to DealCloud.
Learn more about Intapp DealCloud
Blog Posts
Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace
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Private capital
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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.
Learn more
Blog Posts
3 ways DealCloud supports Activator behaviors
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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.
Learn more
Blog Posts
3 ways dealmakers can stay connected while on the go
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Financial services
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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
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Financial services
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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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Schedule a demo of Intapp DealCloud
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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