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 […]

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 […]

Sync Email to CRM – Principles

The following describes the configuration settings for connecting Komiko to Salesforce and Dynamics CRM. 1.   Overview Komiko 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 365 and Gmail. Emails can be […]