Browse our knowledge base for guides and tutorials.
Learn what Revial's CRM integration does, which providers are supported, and what you need before connecting.
How to control whether the Revial transcription bot bypasses or waits in the Microsoft Teams meeting lobby.
How to stop the Revial transcription bot and remove it from your meeting in Microsoft Teams or Google Meet.
Step-by-step guide to connecting your HubSpot CRM to Revial.
Step-by-step guide to connecting your Microsoft Dynamics 365 CRM to Revial.
Step-by-step guide to connecting your Pipedrive CRM to Revial.
How to grant admin consent in Microsoft Entra for the Dynamics 365 integration.
How to sync data, disconnect, reconnect, and switch CRM providers.
Step-by-step guide to connecting your Salesforce CRM to Revial, including prerequisites and syncing contacts, accounts, and opportunities.
Solutions for common CRM connection errors, Dynamics 365 URL issues, and sync problems.
