Overview
ryvr connects to your CRM and VoIP provider so call and meeting notes land in the right record automatically, with nothing to copy across by hand.
Who It's For
Anyone connecting a CRM or VoIP provider to their ryvr account.
Steps
Open your settings — Select your initials in the top right corner.
Go to Integrations — In the left-hand menu. If you've already set up your note taker, you'll see two extra tabs here: CRM and VoIP.
Connect a CRM — Select the CRM tab, find your provider (for example, Loxo) and select Connect. Each provider's setup page is different, so follow the prompts; you may need account details from your CRM's account manager.
Connect a VoIP provider — Select the VoIP tab, find your provider (for example, Zoom Phone) and select Connect. It's the same process as connecting a CRM.
Check it's working — Phone calls appear in ryvr as audio recordings, and activity is added to your CRM automatically. Meetings match by the participant's email address; calls match by phone number, so notes always land against the right contact.
Tips
Not sure what a connection screen is asking for? Check with your CRM's account manager.
Provider not listed? Contact the ryvr customer success team.
Want this set up differently, or have questions once it's live? The customer success team can help.
Related Articles
- Setting up your ryvr note taker
- Setting meeting exception rules