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 →
13Jul

Riva CEO named finalist in the EY Entrepreneur of the Year program!

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Riva is thrilled to be chosen as finalists of the EY Entrepreneur of the Year™ program in Canada's Prairies region... Read More →
10Jul

OpenSymbol relies on Riva for bridging CRM gaps and became an advocate for Riva in the Italian market

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OpenSymbol, an Italian CRM consulting company, packages tailored solutions for their customers. CRM enables the sharing and tracking of critical... Read More →
27Jun

Melbourne-based wooden panel distributor Gunnersen synchronizes calendars and emails between SugarCRM and Exchange

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Gunnersen has been using Riva for calendar and email integration since 2010 to assist sales and technical staff with reduced... 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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