Efficiently manage your pipeline and network while improving data accuracy and visibility. With the Outlook add-in for Intapp DealCloud, you can quickly add, tag, and update key deal data in Outlook and instantly sync it to your DealCloud dashboard — without switching between apps.
Intapp DealCloud: Microsoft Outlook add-in
Manage your pipeline and deal workflows straight from your inbox
All from your Outlook inbox, you can:
Simplify deal and pipeline management
Easily add, edit, and tag deals, companies, contacts, and other data in Outlook — then instantly sync them to your DealCloud dashboard.
Boost team efficiency and productivity
View deal information alongside related emails and meetings. Use the Outlook search bar to search DealCloud record details — including meeting notes, interactions, and deal summaries.
Ensure accurate, consistent firmwide knowledge
Keep data up to date with easy email, network, and calendar syncing between DealCloud and Outlook — including attachments, contacts, and events.
Improve workflow and organization
Create and assign tasks to team members for timely follow-up, and add key details like task due date, subject, and description.
See the Intapp Microsoft
Outlook Add-in in action
Schedule a demo of the Microsoft Outlook add-in for DealCloud
Speak with an expert
Fill out the form and someone will be in touch to schedule a demo.