Support Articles
Browse our knowledge base for guides and tutorials.
-
How to Remove the Revial Assistant from a Meeting
How to stop the Revial transcription bot and remove it from your meeting…
-
Microsoft Teams Lobby Settings for the Revial Bot
How to control whether the Revial transcription bot bypasses or waits in the…
-
CRM Integration Troubleshooting
Solutions for common CRM connection errors, Dynamics 365 URL issues, and sync problems.…
-
Connecting Salesforce
Step-by-step guide to connecting your Salesforce CRM to Revial, including prerequisites and syncing…
-
Managing Your CRM Connection
How to sync data, disconnect, reconnect, and switch CRM providers. Syncing Data Disconnecting…
-
Microsoft Entra Permission Setup
How to grant admin consent in Microsoft Entra for the Dynamics 365 integration.…
-
Connecting Pipedrive
Step-by-step guide to connecting your Pipedrive CRM to Revial. Step 1: Navigate to…
-
Connecting Dynamics 365
Step-by-step guide to connecting your Microsoft Dynamics 365 CRM to Revial. Step 1:…
-
Connecting HubSpot
Step-by-step guide to connecting your HubSpot CRM to Revial. Step 1: Navigate to…
-
CRM Integration Overview
Learn what Revial’s CRM integration does, which providers are supported, and what you…
See Revial running on your sales organization’s data
— and understand the value it delivers from day one.
Stop guessing.
Start understanding.
30 MIN DEMO
YOUR OWN ENVIRONMENT
ROADMAP FOR NEXT QUARTER