1. Overview ZoomInfo InboxAI (formerly Komiko) introduces a new view to the native Salesforce experience. The view includes basic Salesforce fields enriched by data coming from ZoomInfo InboxAI. This article is similar to the Accounts Overview by definition. 2. Opportunities overview by ZoomInfo InboxAI Opportunities overview by ZoomInfo InboxAI includes […]
Komiko – Dynamics CRM & 365 – Getting Started
The following describes the steps required to connect Komiko to Dynamics CRM: 1. Connect your Mailbox Navigate to Komiko’s registration page https://www.getkomiko.com/account/register For Gmail Click the Google Account and get the Google pop-up window request to allow access to your mailbox. Click <Allow> For Microsoft Exchange Fill in your work email […]
Registration guidelines
The following describes the two alternatives for registering to Komiko. Individual registration – Each individual user is registered to Komiko Group registration – Setting up a service account mailbox e.g. [email protected]. Grant it read access to all target mailboxes and then register the service account mailbox to Komiko. 1. Navigate […]
Automatically assigning activities to opportunities
As you already know ZoomInfo InboxAI (formerly Komiko) is automatically assigning emails and meetings to the right contact, account, opportunity and lead. Here is the logic that is used to assign emails and meetings to open opportunities. There is a different logic used to assign activities to closed opportunities. Determining […]
Salesforce – Getting started
Here are the three steps required to sign up to ZoomInfo InboxAI: Register to ZoomInfo InboxAI using your work email user Install ZoomInfo InboxAI for Salesforce Set synchronization rules If you need, we’ll be happy to guide you through the process. Please reach out to [email protected]. This is the initial […]
Komiko – Salesforce – Getting Started
The following describes the steps required to connect Komiko to Salesforce 1. Connect your Mailbox Navigate to Komiko’s registration page https://www.getkomiko.com/account/register For Gmail Click the Google Account and get the Google pop-up window request to allow access to your mailbox. Click <Allow> For Microsoft Exchange Fill in your work email […]
Contacts – Engagement Insights
1. Overview ZoomInfo InboxAI (formerly Komiko) introduces a new view to the native Salesforce UI experience. The view includes two fields Account and Contact name taken from the existing Salesforce content enriched by data coming from Komiko. The view provides you with a more complete story about your contacts. 2. […]
Accounts – Engagement Insights
1. Overview ZoomInfo InboxAI (formerly Komiko) introduces new view to the native Salesforce experience. The view includes two fields Account name and Total opportunity amount taken from the existing Salesforce content enriched by data coming from ZoomInfo InboxAI. 2. Accounts overview by ZoomInfo InboxAI Accounts overview by ZoomInfo InboxAI includes […]
Sync email to CRM – Principles
The following describes the configuration settings for connecting ZoomInfo InboxAI to Salesforce and Dynamics CRM. 1. Overview ZoomInfo InboxAI takes away the burden of manually data entering information from your communication exchange into your CRM. It synchronizes emails and meeting events directly from the backend email provider i.e. Exchange, Office […]
Microsoft Office 365 or Exchange – Delegate Access
This article explains the configuration of a service account to allow the ZoomInfo InboxAI service access to multiple mailboxes. Microsoft Exchange or Office 365 Impersonation Here is how to set up impersonation in Office 365 Admin Center: Login to the Office 365 Admin Center. Select Exchange from the Admin list […]