Riva CRM Integration – SmartConvert Drop Folders in Mac Mail
Riva enables Mac OS 10.6 (Snow Leopard) users to automatically create CRM opportunities by copying (Opt+drag) emails into the Create New Opportunity folder. This will automatically create the related CRM account, contact and opportunity and assign the email to the opportunity. Riva SmartConvert can also be used to automate the creation of CRM cases and quotes using the same process. (Requires hosted or on-premise Exchange account).