Knowledge Base

Admin

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.
How do I add more licenses for my organization?
How do I add more licenses for my organization?
Cirrus Insight Sidebar on Outlook Mobile
Access the same Salesforce inbox sidebar funtionality used in OWA and Outlook desktop through the Outlook Mobile App. Edit, Create, and Search Salesforce.
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.
How to Whitelist The Cirrus Insight App for GSuite Email Connections
If you are an Admin or user of the Cirrus Insight Sidebar and are in need of whitelist tips you have come to the right place. Learn how to properly whitelist the Cirrus Insight app if you are a G-suite user.
IT information - Installation of the Cirrus Insight 2020 desktop add-in
Ensuring you have Cirrus Insight properly installed on your desktop is important. Learn how to install the Cirrus Insight 2020 application.
IT Admins | How do I whitelist Cirrus Insight?
IT information about email delivery, Salesforce authentication & login IP ranges, trusted domains, IP addresses for firewalls, and proxy servers.
Remaining on an older version of Cirrus Insight for Outlook Desktop
The new Cirrus Insight Sidebar helps automate and streamline your businesses' processes. Download the new Zynbit Sidebar for Outlook to get Cirrus Insight's latest capabilities.
Remaining on an older version of Cirrus Insight for Office 365
The new Cirrus Insight Sidebar helps automate and streamline your businesses' processes. Download the new Zynbit Sidebar for Office 365 to get Cirrus Insight's latest capabilities.
Remaining on an older version of Cirrus Insight for Gmail
The new Cirrus Insight Sidebar helps automate and streamline your businesses' processes. Download the new Zynbit Sidebar for Gmail to get Cirrus Insight's latest capabilities.
How Do I Connect Sidebar to a Salesforce Community Cloud?
Connecting your Sidebar to a Salesforce Community can be incredibly beneficial. Learn how Zynbit can help with just that.
How do I Setup an Exchange Impersonation Service Account?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to setup an exchange impersonation service account in Cirrus Insight.
How do I set up a Delegated Service Account in Exchange?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. Learn how to set up a delegated service acocunt in Exchange using Cirrus Insight.
How do I Setup a Salesforce Service Account?
The Zynbit Knowledge Base is your go to spot for any questions/tips surrounding Zynbit. 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.
Deploying the Cirrus Insight OWA add-in for Admins
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to deploy the Cirrus Insight OWA add-in if you're an Admin user.
Admins | How do I reassign Cirrus Insight user licenses?
How do I Reassign Cirrus Insight Licenses?
How Can I Create Users With Salesforce Import?
How Can I Create Users With Salesforce Import?
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.
Onboarding Cirrus Insight Users
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn how to onboard Cirrus Insight users.
Managing your Cirrus Insight License
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn how to you can manage your Cirrus Insight license.
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.
Cirrus Insight Check-out Tips
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about which Cirrus Insight product offering is right for you.
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.
Managing Cirrus Insight Display Fields
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about how to manage Cirrus Insight display fields.
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.
Cirrus Insight for Outlook Web App - Desktop and Web (PC and MAC) Add-in Version Compatibility and Feature Support
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about the Cirrus Insight for Outlook Web App add-in version compatibility and the featured support it has.
Configuration Settings File and Options for Outlook Desktop
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about navigating your configuration settings file and options for Outlook Desktop.
MSI Deployment of Cirrus Insight for Outlook Desktop
The Cirrus Insight Knowledge Base is your go to spot for any questions/tips surrounding Cirrus Insight. Learn more about MSI deployment of Cirrus Insight for Outlook Desktop.