Riva CRM Integration - Documentation and Knowledge Base

Get Set Up With a Riva Cloud Account!

Article ID: 595
Last updated: 20 Sep, 2022

Note: Contact the Success team to gain access to the registration link.

You are welcome to try Riva Cloud for a certain period! To begin with, register for an account.

When you register for Riva Cloud,

  • the service automatically creates you a temporary 15-day subscription;
  • the service assigns you, the registered user, as the "Admin User" and grants you administrator privileges;
  • you can add up to 5 syncing users.

Register for a Riva Account

To register for a new Riva Cloud account:

  1. In a supported browser, go to https://www.rivacloud.com, and input the registration details.

    You are redirected to the registration page.

    Riva Cloud. Register for a Cloud Account.

  2. If you want to sync a supported CRM with

Continuing with Google

Continuing with Office 365, Exchange, IBM Notes, or GroupWise

  1. At the Contact step, enter your name, specify a real email address, select I'm not a robot, and then select Next.

  2. At the Verification step, follow the instructions, and select Next.

  3. At the Information step, fill out the fields, choose a Riva Cloud data residency region, and select Next.

  4. At the Create Username step, read the user name guidelines, and select one of the following:

    • Option 1: Username Builder: Optionally select the "type" of account, and the Username Builder incorporates it in a user name that you can edit. This user name includes your company domain name.
    • Option 2: Build Your Own: Create your user name in email format in any way you like.
       
  5. Enter a secure password, read the Terms and conditions of use, select the check box, and select Complete.

    Your account is created, and the Get Started page appears.

The Get Started Page

Riva Cloud. The Get Started page, right after registering for the free trial.

  • On the Get Started page, select 1. Choose your Mode, and follow the instructions that appear in Riva Cloud.

    Note: If you want to preview those instructions and other information, look up Choose your Mode and the other folders in Get Started.

Article ID: 595
Last updated: 20 Sep, 2022
Revision: 32
Views: 10152