Documentation And Knowledge Base : Riva Crm Integration

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Note: This feature is only available on the Integration overview Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system. Integration details When a viewer views a document, they are identified by Attach by their email address and organization name (i.e.

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Attach immediately queries Base to determine if this is an existing Lead or a new Lead that does not exist in your Base Database. If the viewer exists in your Base database, a new Task is created for that lead to show which document they viewed and a summary of the amount of time they spent viewing is appended to the Task.

If the viewer does not exist in your Base database, a new Lead is created with the email and the company (and name if available). The Lead is marked as owned by the Base account linked to the Attach.io account that was used to create the link. Installation instructions This is illustrated in the screenshot below. When the user goes Attach.io Integrations Base CRM Connect, a modal appears with instructions on how to retrieve your Base Access Token. Once the token is submitted, Attach.io verifies the token and, if valid, will use it for all subsequent Base API requests.

Related Articles. If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight. Learn how to set up your environment so email attachments will be saved to Chatter Feeds. Three easy steps to set up Cirrus Insight for Chatter feed in Salesforce. If you've uploaded a document to Attach that seems to get stuck processing or errors out after a few minutes, please select 'Reprocess' in the drop down menu and that will force the document to complete processing.

Microsoft Crm Knowledge Base Articles

Note: This feature is only available on the Integration overview Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system. Integration details When a viewer views a document, they are identified by Attach by their email address and organization name (i.e. Attach immediately queries Base to determine if this is an existing Lead or a new Lead that does not exist in your Base Database. If the viewer exists in your Base database, a new Task is created for that lead to show which document they viewed and a summary of the amount of time they spent viewing is appended to the Task. If the viewer does not exist in your Base database, a new Lead is created with the email and the company (and name if available). The Lead is marked as owned by the Base account linked to the Attach.io account that was used to create the link. Installation instructions This is illustrated in the screenshot below.

Dynamics Crm Knowledge Base

When the user goes Attach.io Integrations Base CRM Connect, a modal appears with instructions on how to retrieve your Base Access Token. Once the token is submitted, Attach.io verifies the token and, if valid, will use it for all subsequent Base API requests. Related Articles. If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight. Learn how to set up your environment so email attachments will be saved to Chatter Feeds. Three easy steps to set up Cirrus Insight for Chatter feed in Salesforce. If you've uploaded a document to Attach that seems to get stuck processing or errors out after a few minutes, please select 'Reprocess' in the drop down menu and that will force the document to complete processing.