CRM integration

Looking for the most reliable way to sync your CRM and email systems? You’ve found it. Riva is trusted by Fortune 500 companies and SMBs. Choose from Riva Cloud and Riva On-Premise.

What Riva Syncs →

Easy to manage

With Riva, there are no client-side plug-ins or mobile apps to install, configure, or manage. Centrally manage integration for hundreds or thousands of CRM users and mobile sales reps.

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Cross-platform support

Riva syncs CRM systems directly to all Exchange, Office 365, Hosted Exchange, Gmail, Google Apps, IBM Notes and Domino, and Novell GroupWise email applications and mobile devices.

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Latest CRM News

01Mar

Salesforce Gold Partner, Riva, sponsors nine Salesforce World Tour 2017 events

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Salesforce World Tour 2017 is blazing its way to cities around the globe. Our first stop will be in Amsterdam... Read More →
18Jun

Impressions from OpenSymbol’s Customer Journey 2017 in Vicenza, Italy

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June 13, 2017  |  CUOA Business School, Vicenza, Italy  |  #CRMday We just returned from lovely Italy where we sponsored... Read More →
13Jun

Solar syncs Salesforce to Outlook in a Citrix environment

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Riva CRM Integration provides advanced integration with Exchange and provides full support for Outlook on Citrix and all Apple devices... Read More →
25May

Join us at Open Symbol’s Customer Journey 2017 in Vicenza, Italy

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June 13, 2017  |  CUOA Business School, Vicenza, Italy  |  #CRMday  |  Register One of our strongest partners in Italy,... Read More →
More CRM News and CRM Events →

What Riva syncs

CRM contacts, leads, and person accounts

Seamlessly sync CRM contacts, leads, and person accounts. Filter which contacts get synced based on ownership, security permissions, or a custom filter. Riva keeps your personal and business contacts separate. Choose from one-way or two-way synchronization.

CRM appointments, meetings, and recurring events

Reliably sync CRM calendar events between your CRM and email systems. Riva syncs appointments, meetings (with multiple attendees), recurring events, private appointments, service requests, and phone calls.

CRM tasks and reminders

Sync CRM tasks, to do’s, and reminders between your CRM and email systems. Mark a task as complete on your smartphone or tablet and Riva will sync the update to the CRM and vice versa.

Email and email attachments

Track and log emails and email attachments to CRM accounts, contacts, opportunities, and support cases. With our help, we can configure Riva to also enable your team to track emails against custom CRM objects. Riva lets you sync email automatically or manually. Use Riva to reduce manual data entry by converting emails into CRM opportunities and cases.

CRM opportunities, cases, and quotes

View and manage CRM opportunities, cases, quotes, projects, and other CRM data in online and offline modes – on your desktop, laptop, and mobile devices. This is an example of Riva’s advanced interoperability.

Custom fields, custom objects, and custom categories

Riva can be configured to sync CRM custom fields, custom objects, and custom categories. Our professional services team will work with you to review your integration requirements and configure Riva to work the way you need it to.

(Note: Integration options may vary by CRM, email, and Riva edition.)

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Our Top CRM Partners

Riva delivers direct, server-side synchronization between the world’s best CRM software – Salesforce CRM, Microsoft Dynamics CRM, SAP C4C, Oracle Sales Cloud, Oracle CRM On Demand, NetSuite, SugarCRM, Infor CRM, Sage CRM, GoldMine and others – and Microsoft Exchange, Office 365, Gmail, Google Apps, IBM Notes, and Novell GroupWise. Click the logos below for more information.

SalesforceOracleMicrosoftNetSuiteSugarCRM

Our Top Email Partners

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