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, G Suite and Gmail, IBM Notes and Domino, and Micro Focus GroupWise email applications and mobile devices.

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Latest Riva blog posts

07Mar

Riva sponsors over 12 Salesforce World Tour 2018 events from San Francisco to Sydney!

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Riva is a Salesforce Gold ISV Partner. Over 100,000 Salesforce Trailblazers trust Riva every day to sync Salesforce data more... Read More →
12Apr

See you Down Under!

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Are you planning to attend Down Under Dreaming Melbourne or Sydney? Riva is a proud sponsor of both events and... Read More →
10Apr

Meet Riva at Summit EMEA for Microsoft Dynamics!

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Riva is taking part at the Summit EMEA 2018 event in Dublin. We`re looking forward to meeting with you at... Read More →
21Mar

Join Salesforce.org and Riva at 6th Annual Higher Ed Summit 2018 in Washington D.C.

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Join Georgetown University, Salesforce.org, Riva, and leading colleges and universities at the 6th Annual Higher Ed Summit in Washington, D.C.... Read More →
20Mar

Meet Riva at Salesforce Trailhead Live in Stockholm

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Riva is thrilled to be a sponsor of Salesforce Trailhead Live in Stockholm on April 10, 2018. Stop by the... 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, G Suite and Gmail, IBM Notes, and Micro Focus GroupWise. Click the logos below for more information.

SalesforceOracleMicrosoftNetSuiteSugarCRM

Our Top Email Partners

MicrosoftGoogleIBMMicro Focus

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