Riva CRM Integration for Salesforce

Looking for a better way to sync Salesforce contacts, calendars, and tasks to Office 365, Exchange, G Suite, and Notes? Need to track emails against Salesforce contacts and accounts? Would you like to have offline and online access to Salesforce CRM data on iPad, iPhone, Android, BlackBerry, and Windows Phone mobile devices? Do you need tighter integration between Salesforce and Force.com applications? Riva can help.

Reliable, server-side synchronization for CRM and email systems

Riva is the leader in CRM and email integration. Since 2008, Riva has delivered server-side integrations for a dozen of the world’s best CRM systems – including Salesforce, Force.com, and Salesforce Portal – and five enterprise email platforms (view supported systems).

Riva syncs Salesforce CRM information directly to Office 365, Exchange, G Suite, and Notes. There are neither client-side Outlook, Gmail or Notes plug-ins to install, configure, manage, or fix, nor are there any mobile apps to install and configure. These are just two of the many reasons why Riva is trusted by over 1,000+ companies and 125,000 CRM users – including 50 Fortune 500 customers, 15 of the largest banks in the world, numerous Global 1000 accounts, and hundreds of small and medium-sized businesses.

Use Riva to deliver seamless access to Salesforce contacts, calendars, tasks, opportunities, cases, contracts, custom objects, and more to all email applications and leading smartphones and tablets. Plus, use Riva to track emails automatically or manually, sync custom fields, and deliver other advanced sync features for Salesforce and Force.com.

Companies use Riva to improve Salesforce CRM user satisfaction and adoption, increase sales productivity, reduce manual data entry, and reduce flip-flopping between Salesforce and email applications.

Contact us to discuss your Salesforce integration requirements (view supported systems).

Free 15-day Trial

Register today for a free 15-day trial of Riva for Salesforce:
Riva Cloud   Riva On-Premise

Resources

What Riva syncs between Salesforce and Office 365, Exchange, G Suite, and Notes

Riva syncs Salesforce contacts, leads, person accounts, calendar events, tasks, opportunities, and cases. Plus, Riva delivers advanced integration and interoperability features to drive CRM adoption and increase sales.

For example, Riva delivers advanced email integration features, email-to-opportunity and email-to-case conversion, support for custom fields and custom objects, and the ability to auto-create contacts in the TO: and CC: fields of emails that aren’t already listed in Salesforce. Riva also provides advanced integration and filtering rules for email attachments.

Sync Salesforce CRM to Office 365, Exchange, G Suite, and Notes

Supported Systems

Salesforce platforms

  • Salesforce Lightning Experience
  • Salesforce Classic Experience
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Financial Services Cloud
  • Salesforce Health Cloud
  • Salesforce Community Cloud
  • Salesforce Lightning Platform Apps
  • Salesforce Shield
  • Salesforce Advisor Link

Email systems

  • Office 365
  • Exchange
  • Exchange Online
  • Hosted Exchange
  • G Suite
  • Gmail
  • Gmail for Mobile
  • HCL Verse
  • HCL SmartCloud Notes
  • HCL Notes and Domino
  • HCL Notes Traveler

Email clients

  • Office 365
  • Outlook (all versions)
  • Outlook for Mac
  • Apple Mail
  • Outlook on Citrix
  • Outlook on Terminal Server
  • Gmail
  • HCL Verse
  • HCL Notes
  • HCL iNotes
  • And others…

Mobile devices

  • iPhone
  • iPad
  • Android
  • Microsoft Surface
  • And others…

Platform Apps

  • IQVIA Orchestrated Customer Engagement
  • Cloud Theory FundEngine
  • Veeva Systems
  • Practifi
  • CalendarAnything
  • And others…
Contact us to discuss your Salesforce integration requirements and to schedule a Riva demo.
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