Sign In
|
Sign Up
Toggle navigation
Home
Products
ZynBox
ZynCal
ZynSync
ZynTrack
ZynMobile
ZynIQ
Works With
Salesforce
Pricing
Resources
Contact ZynBit
Blog
Recorded Webinars
Customer Success
Partner Success
Help
ZynBit Knowledge Base
9
Frequently Asked Questions
How Can I Change a ZynBit Password?
Why doesn't ZynBit show me logged in when I reopen Outlook?
Transitioning from Sign-In-With-ZynBit to Sign-In-With-Salesforce
ZynBox – Codes in URLs
What does "Unable to retrieve account details" mean?
ZynBox – What Does Field Integrity Exception Mean?
Calendar Sync - Outlook/Gmail Events don't get deleted by Sync
ZynSync Stops Working When Salesforce or Email Passwords Change
Whitelisting the Zynbit.com domain
21
Install and Log In
User On-Boarding for Organizations
How Do I Connect to a Salesforce Sandbox?
How do I Upgrade ZynBox?
7
Outlook Desktop
Get Started connecting with ZynBit for Outlook Desktop
Installation on Machines with Multiple Windows Profiles
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Connecting ZynBit on Restricted Workstations
Maximizing Performance of ZynBit
ZynBit Installs but Does not Appear Loaded
Configuration Settings File and Options for Outlook Desktop
5
OWA and Gmail
Get Started connecting with ZynBit for GMail
Using ZynBit for Gmail
ZynBit Outlook Web Add-in (OWA) Installation for PCs
ZynBit Web Add-in for Mac 2016, OWA & Outlook (2013 & 2016)
Deploying the ZynBit OWA add-in for Admins
2
Exchange Web Server
Connect ZynBit and Exchange Server
Creating A Microsoft Exchange Service Account
4
Mass Deployment
Chrome Enterprise Deployment
MSI Deployment of ZynBit for Outlook Desktop
Citrix or Terminal Server Deployment of ZynBox
Deploying the ZynBit OWA add-in for Admins
22
Administration
1
Service Account Setup for Integration
Creating A Microsoft Exchange Service Account
4
Installation for Admins
Chrome Enterprise Deployment
Deploying the ZynBit OWA add-in for Admins
Citrix or Terminal Server Deployment of ZynBox
MSI Deployment of ZynBit for Outlook Desktop
4
User Management
Creating Users With Salesforce Import
Granting ZynBit Administrator Rights to Additional Users
Onboarding ZynBit Users
Removing ZynBit Users
10
Software Configuration
1
Zyncal Admin
ZynCal Administration
Sync Admin
8
ZynBox Admin
Configuration Settings File and Options for Outlook Desktop
Connecting ZynBit on Restricted Workstations
Installation on Machines with Multiple Windows Profiles
Maximizing Performance of ZynBit
MSI Deployment of ZynBit for Outlook Desktop
Tracking Record Creation and Edits with ZynBit
Salesforce Integration Overview for CRM Admins
Whitelisting the Zynbit.com domain
3
License Management
Change the Credit Card used for Payment
Managing your ZynBit License
ZynBit Check-out Tips
33
ZynBox Sidebar (Starter)
ZynBox Cheat Sheet
Attaching Emails to Opportunities – Quick Reference Guide
4
ZynBox Videos
Video – Manage Events from your Gmail or Outlook Calendar
Video – Log a Meeting, Call or Task
Video – File an Email
Video – Create a Lead or Contact
13
Core Features
File an Email and Attachments to Salesforce
Attaching Emails to Opportunities – Quick Reference Guide
Understanding the ZynBit Task Pane
Create a Salesforce Contact and Account from Email
Create a Salesforce Lead or Contact
Convert a Salesforce Lead to a Contact
Edit a Salesforce record from within Email
Add a Task or Event to Salesforce While in Email
Can I File Emails to Multiple Contacts?
Log a Call to Salesforce from within Email
How Do I Get Help for ZynBit?
Search Salesforce using ZynBit
Working With Salesforce Custom Objects (ZynBox)
9
Zynbox Admin Configuration
Salesforce Integration Overview for CRM Admins
Configuring Notifications and Reminders
Configuration Settings File and Options for Outlook Desktop
Improved Contact Recognition and Loading Speed
Managing ZynBit Display Fields
Maximizing Performance of ZynBit
Tracking Record Creation and Edits with ZynBit
What does "Unable to retrieve account details" mean?
Whitelisting the Zynbit.com domain
1
OWA and Gmail
File in Salesforce when Composing or Sending an Email using the OWA plugin
4
Outlook Desktop
Configuration Settings File and Options for Outlook Desktop
ZynBox Outlook Desktop Email Settings Options
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Showing the "Filed with ZynBit" Category
7
ZynCal Scheduling Assistant (Starter)
ZynCal Cheat Sheet
2
ZynCal Videos
Video – ZynCal Configuration and Setup
Video – ZynCal Use
4
ZynCal Articles
Introduction to Zyncal – Intelligent Calendar Booking
Scheduling ZynCal meetings for specific times
Using ZynCal from the Email Sidebar
1
Zyncal Administration
ZynCal Administration
10
ZynSync Automatic Server Sync (Pro)
ZynSync Cheat Sheet
ZynSync Stops Working When Salesforce or Email Passwords Change
1
ZynSync Videos
Video – Email Sync
7
ZynSync Articles
Calendar Sync – Between Email and Salesforce
Calendar Sync - Outlook/Gmail Events don't get deleted by Sync
Contact Sync – from Email to Salesforce
Contact Sync – Salesforce to Outlook and Gmail
Task Sync – Bewteen Email and Salesforce
Email Sync – from Inbox to Salesforce
1
Sync Administration
Contact Sync Administration
4
ZynTrack/ZynBox Customer Insight (Pro)
Understanding ZynIQ
Email Tracking and Viewing Email Opens (ZynBox)
2
ZynTrack
Setup Instructions for ZynIQ Web Tracking
Viewing ZynTrack Results
3
ZynBit Mobile (Expert)
Getting Started with ZynBit Mobile Application – Installation and Basic Use
Getting Started with ZynBit Mobile – Managing Emails and Actions
Getting Started with ZynBit Mobile – Manage Salesforce Information
25
Release Notes
Release Notes Web Portal PROD-20180909
17
ZynBox
Release Notes CRM API PROD-20180906
6
Gmail
Release Notes ZynBox OWA and Gmail Release 08-19-2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
ZynBit for Gmail – Summer Release 2017
ZynBit Release Notes – August 2016
ZynBit Release notes – July 2016
7
Outlook Desktop
Release Notes – ZynBox v. 3.6.2
Release Notes – ZynBox Outlook Desktop v. 3.6.0.79
Release Notes ZynBox PROD-02262018
ZynBit Release Notes – Spring 2018
ZynBit Release Notes – October 2017 Outlook Desktop
ZynBit Release Notes – December 2016
Zynbit Release Notes – October 2016
3
OWA
Release Notes ZynBox OWA and Gmail Release 08-19-2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
4
ZynSync
Release Notes ZynSync PROD-20180829
Release Notes ZynSync PROD-20180822
Release Notes ZynSync PROD-04112018
Release Notes ZynSync PROD-04032018
2
ZynCal
Release Notes ZynCal PROD-06042018
Release Notes ZynCal PROD-04112018
1
ZynMobile
Release notes – ZynMobile iOS 1.39
Videos
View All
Calendar Sync
View All
Frequently Asked Questions
View All
Install and Login
View All
Administration
View All
ZynCal Scheduling Assistant (Starter)
View All
ZynSync Automatic Server Sync (Pro)
View All
ZynBox Sidebar (Starter)
View All
ZynTrack/ZynBox Customer Insight (Pro)
View All
ZynBit Mobile (Expert)
View All
Release Notes
View All
