Overview
Riva Bookings seamlessly integrates with Salesforce through Riva Sync, ensuring that all scheduled meetings are accurately reflected in your CRM. This integration is governed by configurable business rules, allowing for flexible synchronization based on your organization's needs.
Riva Sync maintains and establishes relationships within Salesforce when a meeting is synced. This ensures high data quality and comprehensive details are available, facilitating a complete customer 360-view for anyone needing to follow up.
CRM Experience
When a meeting is synced to Salesforce, the following details are recorded:
- Location: Based on the recipient's selection during the booking process.
- Start and End Date/Times: Updated according to the meeting duration chosen by the recipient.
- Subject: Reflects the Meeting Title, with an option to include the recipient's name.
- Attendees: Updated by matching with existing contacts in Salesforce.
- Description: Mirrors the meeting invite, including any additional custom questions and location details.
This meticulous synchronization process ensures that every aspect of your client meetings is captured and accessible in Salesforce, enhancing your CRM's value and usability.