Riva CRM Integration - Documentation and Knowledge Base
Configure Your Sync Policy
Do Not Run Riva CRM Integration Twice Against the Same User
Background Some clients would like to use Riva Cloud to test functionality before installing Riva On-Premise. Do not configure the same email and CRM user combination in more than one instance of Riva at the same time. Explanation...
Create a Sync Policy for Exchange: Riva Cloud
Before you can configure your synchronization policy, if you are using a Corporate account, you need to prepare the service account that Riva will use to connect to your email environment. Follow this link to review the options for...
Configure a Riva Cloud Sync Policy for G Suite
After the CRM and G Suite connections are configured, the next step is to create, configure, and enable the sync policy. Note: CRMs have different synchronization options. Other than the CRM-specific options, the general setup and...
Create a Sync Policy for GroupWise: Riva Cloud
Once the CRM connection and the Email connection are created, you can create, configure and enable a CRM synchronization policy. Note: This article uses Sugar for an example, but it applies to all supported CRM solutions. The...