Riva CRM Integration - Documentation and Knowledge Base

Create a 1CRM (info@hand) CRM Connection: Riva Cloud

Article ID: 273
Last updated: 26 Aug, 2020
A new Riva connection to this CRM is no longer configurable in the Riva Cloud UI. For a new Riva connection, contact the Riva Success Team.

An existing Riva connection with this CRM is still available for editing on the Dashboard.

To create a 1CRM (info@hand) CRM connection:

  1. Log in to https://www.rivacloud.com.

  2. On the Get Started page, select Configure your CRM.

  3. On the Select a supported CRM page, select 1CRM.

  4. Obtain the following information from your CRM administrator and enter it:

    • Your user name and password.

    • Address: The website link to log in to the 1CRM (info@hand) website console, for example https://crm.mycompany.com.

  5. Select Save.

    The Riva Cloud service attempts to connect to your CRM account with the credentials and connection information that you have provided.

  6. Do one of the following:

    • If the connection setup is successful, select OK. The CRM connection is added to your Riva Cloud account.
    • If you experience issues, contact the Riva Success Team.

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Article ID: 273
Last updated: 26 Aug, 2020
Revision: 6
Views: 7297
Comments: 0
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