Knowledge Base

Admin

Admins | How do I set up a Google Workspace Service Account?
Learn how to create and set up a Google Workspace Service Account.
Admin Overview Guide
Cirrus Insight's Admin Dashboard is your portal to manage users, configure settings for your organization, update account information, review subscription details, and more.
Admins | How do I determine if a record was created by Cirrus Insight?
You can create a set of custom fields in Salesforce to easily determine if a record was created by Cirrus Insight and then report on that data.
Admins | How do I cancel my org.'s subscription?
Start a chat with our Support team from any page on our website with a quick explanation of your situation and we'll help however we can, even if that means simply processing your cancellation.
Admins | How do I adjust org. settings for Scheduling?
As a Cirrus Insight Admin, you can create/manage Meeting Types and adjust Scheduling Settings for your organization through the Admin Dashboard
Admins | How do I adjust Sidebar settings for my org?
Cirrus Insight Admins can customize the Sidebar experience for their org, including whether certain features and functionalities are available or not.
How do I sign into the Dashboard?
Sign into the Cirrus Insight Dashboard to configure profile and settings, enable syncs, adjust Calendar Scheduling pages, and more.
Admins | How do I install Cirrus Insight with Exchange on-premise?
For Exchange on-premises environments without access to OWA, the Exchange Admin should follow this guide to install Cirrus Insight on behalf of users.
Admins | How do I set up Signature Capture?
When creating a contact or lead, Signature Capture will automatically scan an email signature to pre-fill important fields like name, email address, and phone number.
Admins | How do I set up the Microsoft Teams Integration for Scheduling?
Microsoft Teams Integration automatically generates Microsoft Teams meeting links when users schedule meetings through Cirrus Insight.
Admins | How do I customize Creating Records settings for my org?
As an Admin, you can fine-tune the process of how users create new records from the Sidebar by adjusting Creating Records settings. Learn exactly what these settings do and how to adjust them based on your org’s needs.
Outlook Freezing Due to Microsoft Edge WebView
Microsoft recently updated the embedded browser for O365 add-ins. The browser Edge Webview is part of Outlook, and Cirrus Insight uses it to run the Sidebar.
How to Use Cirrus Insight's Rest API for Calendar Scheduling
Designed for Admins, systems integrators, and developers looking to incorporate advanced custom options to embed Cirrus Insight’s calendar sharing URL links into business workflows based on a list of email ad
Cirrus Insight's Rest API - Technical Documentation
Designed for Software Engineers, IT Analysts, and Web Developers. The Cirrus Insight API can build apps or workflows using Cirrus Insight.
Admins | How do I allow Cirrus Insight through Google Workspace?
Learn how to allow the Cirrus Insight app if you are a Google Workspace admin.
IT Admins | How do I add Cirrus Insight to trusted/allowed lists?
IT information about email delivery, Salesforce authentication & login IP ranges, trusted domains, IP addresses for firewalls, and proxy servers.
Admins: How do I set up an Exchange Service Account?
Learn how to setup an exchange impersonation service account in Cirrus Insight.
Admins | How do I set up a Salesforce Service Account?
Learn how to set up a Salesforce Service Account to connect Cirrus Insight to Salesforce.
How do I setup an Exchange Service Account in Cirrus Insight?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to set up an exchange service account in Cirrus Insight.
Sync Administration with a Service Account
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about the capabilities of Sync.
Will Cirrus Insight work with Custom Objects?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn more about how Zynbit works with custom objects.
Admins | How do I deploy Cirrus Insight for Office users?
Office 365 Admins can deploy the Cirrus Insight add-in for users from the Office admin center by using the official steps from Microsoft.
Admins | How do I reassign Cirrus Insight user licenses?
How do I Reassign Cirrus Insight Licenses?
How Do I Change the Credit Card used for Payment?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to change the credit card used for payment in Cirrus Insight.
Admins | How do I create new users?
Cirrus Insight Admins can add new users to their organization's subscription manually or via Salesforce Import from the Admin Dashboard.
Admins | How do I use License & Checkout?
Cirrus Insight Admins can use License & Checkout to purchase licenses for the first time, make changes to an existing plan, edit billing details, or review billing history.
How do I make someone a Cirrus Insight Admin?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to make a user a Cirrus Insight Admin.
How do I Configure Notifications and Reminders?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about configuring notifications in reminders in Cirrus Insight.
How Do I Connect Sidebar to a Salesforce Sandbox?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to connect Sidebar to a Salesforce SandBox account.
Admins | How do I use Web Visitor Tracking?
Learn how to gauge customer engagement by using the Web Visitor Tracking code to integrate your website's visitor traffic with email communications.
Salesforce Integration Overview for CRM Admins
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Salesforce integration feature for CRM Admins.
Chrome Enterprise Deployment
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Google Chrome Enterprise Deployment plugin for Cirrus Insight.
Improved Contact Recognition and Loading Speed
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to improve your contact recognition and loading speed.
Admins | How do I customize Salesforce to change Sidebar field displays?
To adjust how fields display in the Sidebar, edit the appropriate layout(s) in Salesforce.
Cirrus Insight is Running Slowly. What Can I do to Improve Performance?
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to improve Cirrus Insight's performance speed.