Riva CRM Integration - Documentation and Knowledge Base

Create an intelecrm Connection: Riva Cloud

Article ID: 274
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 an intelecrm CRM connection:

  1. If you are using Riva Cloud Corporate, ensure that you have followed this procedure: Prepare Sugar or intelecrm for Riva Cloud Corporate.

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

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

  4. On the list of CRMs that appears, select the intelecrm logo.

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

    Riva Cloud. intelecrm connection.

    • Your user name and password.

    • Address: The website link to log in to the intelecrm website console, for example https://crm.mycompany.com.

  6. Select OK.

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

  7. 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: 274
Last updated: 26 Aug, 2020
Revision: 5
Views: 6418
Comments: 0
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