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Knowledge Base
Sync
How do I enable Thread-Based Smart Link using Email Message Object?
Learn how to enable Thread-Based Sync using Email Message Object for Cirrus Insight. Allow users to manually change & set related records on synced emails.
How do I enable Thread-Based Smart Link for my org using Tasks?
Learn how to enable Thread-Based Sync using Tasks. Save the email’s message ID & thread ID to the synced email in Salesforce to identify specific emails.
How do I use Thread-Based Smart Link?
Learn how to use Thread-Based Sync. It works with Email Sync to save your custom record relations and automatically apply them to new emails in a thread.
Admins | How do I set up Email Blast Sync?
Admin Guide: Set up Email Blast Sync effortlessly in Cirrus Insight. Enhance email outreach efficiency. Get step-by-step instructions here.
Admins | Cirrus Insight Bi-Directional Calendar Sync Duplicate Detection
Understand how Cirrus Insight bi-directional calendar sync duplicate detection logic works and provide considerations for a smooth deployment.
Migrating Calendar Syncing to Cirrus Insight
Migrating Calendar Syncing to Cirrus Insight. Follow best practices and avoid data duplication during migration. Learn more now.
Why does Outlook send event invitations when Calendar Sync is enabled?
Outlook will automatically send event invites and event update notifications to the attendees when an event is created or updated by Calendar Sync.
How do I set up and use Calendar Sync?
Connect your calendar to Cirrus Insight to auto-sync events with Salesforce, track appointments, and simplify scheduling tasks.
How do I set up and use Email Sync?
Use Email Sync to automatically sync your emails to Salesforce. Set up rules, filters, and enhancements to customize which emails should be synced.
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.
How do I set up and use Task Sync?
Use Task Sync to keep your tasks in sync between Salesforce and your email platform.
