Riva CRM Integration - Documentation and Knowledge Base
Sub Categories
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Register
Welcome to Riva Cloud — the quickest and easiest way to sync your CRM and email system!
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Choose Your Mode
Corporate mode or Company mode.
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User Guides
Get Started: Riva Cloud Company. Get Started: Riva Cloud Corporate. And for either mode: Set up a Riva Cloud user.
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Configure Your CRM
In Corporate mode and sometimes in Company mode, prepare your CRM to interact with Riva. -- For either mode and any supported CRM, create a connection from Riva to your CRM.
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Configure Your Email
In Corporate mode and sometimes in Company mode, prepare your email system to interact with Riva. -- For either mode and any supported email system, create a connection from Riva to your email system.
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Configure Your Sync Policy
Select the procedure that applies to your email system.