Most deals start as an email — a banker’s teaser, a sponsor forwarding a CIM — and then someone on your team reads it, opens the CRM, and types it in by hand.
In the video below, that step is automated end-to-end, running live against a real mailbox and a real DealCloud instance. You’ll see four emails come through: a clean sell-side teaser, a twice-forwarded message with the actual deal buried three layers down, a conference invitation that correctly triggers nothing, and a follow-up on a deal already in the system that enriches the existing record instead of duplicating it. An email in, a structured deal record out, in under a minute.
The value isn’t just the minutes saved on data entry. It’s that every deal that hits your intake mailbox gets captured the same way, with the same fields, without depending on whoever happened to read it that morning. Your pipeline reflects what your firm has actually seen. We built this in Intapp DealCloud because that’s where most of our clients work, but the same workflow applies in Salesforce, Affinity, or any CRM with a solid API, and it runs inside your own Azure environment, so your deal data never leaves your firm’s infrastructure.
If you want to see what this looks like configured for your firm, reach out.
