Send texts, marketing emails, and call and meeting transcriptions from LeadCenter to your Greenboard compliance inbox, archived automatically every day.
Connect Greenboard under Integrations > Archiving and enter the journal address from your Greenboard portal. Turn each archive type on or off, and change it later in Settings.
Calls and Meetings, Not Just Texts
Call transcriptions from LeadCenter, RingCentral, GoTo Connect, Dialpad and Intulse are archived, along with virtual and in-person meeting transcriptions, private ones included.
Runs Every Day on Its Own
Every day at 5:00 AM UTC, LeadCenter sends the previous day’s communications to Greenboard. Older records can be exported from LeadCenter reports and uploaded.
Text messages, marketing emails, call transcriptions and meeting transcriptions. You choose which types to turn on, and you can change them at any time.
Go to Integrations > Archiving and click Connect on the Greenboard card. Enter the journal destination email address from your Greenboard portal, or ask your Greenboard account team for it. Choose the archive types and click Connect.
Every day at 5:00 AM UTC, for the previous day’s communications. Users whose permissions allow it can also run a manual sync from the integrations page.
No. Archiving starts on the date you connect. To archive older records, export them from LeadCenter reports and upload them directly to Greenboard.
No. Only one archive integration can be active at a time. To switch, disconnect the current one first.
Keep Every Client Conversation on Record
Archive texts, marketing emails, calls and meetings to Greenboard automatically, every day.
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