DealCloud

What is DealCloud, and why does ToltIQ integrate with it?
DealCloud (by Intapp) is a purpose-built CRM & deal management platform.
Because your firm's documents, company data, and deal intelligence lives in DealCloud, ToltIQ's integration creates a direct bridge between the two platforms. This means you can leverage ToltIQ's AI-powered document analysis and chat capabilities on the files and company data your team is already managing in DealCloud — without manual re-uploading or duplication.
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How do I get the DealCloud integration set up?
The DealCloud integration is not enabled by default. To activate it for your account, please reach out to your ToltIQ client team (support@toltiq.com). They will walk you through the configuration process and ensure the mapping between your DealCloud instance and ToltIQ workspace is set up correctly.
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​Where does the DealCloud integration appear in ToltIQ?
Once enabled, the DealCloud sync lives on its own dedicated page within ToltIQ, separate from your standard Documents page. You can also access DealCloud sync functionality from the Documents page when working with ingested files.
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What does the integration actually do?
The integration creates a relationship mapping between your DealCloud instance and ToltIQ. This allows ToltIQ to:
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In short, documents and company data that your team manages in DealCloud can be pulled directly into ToltIQ, so your AI workflows stay in sync with your CRM.
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​What kind of data can ToltIQ pull from DealCloud?
ToltIQ can ingest files stored and associated with companies in DealCloud. DealCloud natively tracks a wide range of firm data including emails, file attachments, calendar events, meeting notes, deal documents, and company profiles. Files associated with your DealCloud companies — such as CIMs, pitch decks, diligence materials, and other deal documents — can be synced into ToltIQ for AI-powered analysis.
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​Does the integration sync automatically, or do I trigger it manually?
By default this integration runs nightly (between the hours of midnight and 3am EST).
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What does "relationship mapping" between ToltIQ and DealCloud mean?
When the integration is configured, your ToltIQ client team helps establish a mapping between the companies and entities tracked in DealCloud and the corresponding workspaces or document sets in ToltIQ. This ensures that when a sync is run, ToltIQ knows which DealCloud companies and their associated files to pull in — keeping your AI analysis organized and aligned with your existing CRM structure.
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I already upload documents manually into ToltIQ. Why would I use the DealCloud sync instead?
If your firm uses DealCloud as its primary system of record for deal documents and company data, the DealCloud sync eliminates the need to manually re-upload files into ToltIQ. Since DealCloud automatically captures emails, attachments, and documents associated with deals and relationships, syncing directly from DealCloud ensures ToltIQ always has access to your most current, organized deal materials.
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​Does this integration work with all DealCloud configurations?
DealCloud is a highly customizable platform, and configurations can vary significantly between firms. ToltIQ's client team will work with you to understand your firm's specific DealCloud setup and ensure the integration is mapped appropriately. Some capabilities may depend on how your DealCloud instance is structured.
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​Who do I contact if I have questions or run into issues with the DealCloud sync?
For all questions related to setup, configuration, and troubleshooting, please reach out to your dedicated ToltIQ client team (support@toltiq.com). They are your primary point of contact for getting the integration enabled and optimized for your firm's workflow.