What is BrightSync?
BrightSync is Aurinko's sync solution for automating two-way sync of calendars, contacts, tasks, and one-way email logging between user mailboxes and business systems.
BrightSync is Aurnko's pre-built sync logic for business platform providers (i.e. CRM, ATS, Project Management) or platform add-on providers that want to automate calendar, email, contacts, tasks synchronization for their users. The sync logic is capable of
Two-way calendar sync between a user mailbox and the business system
One-way email logging to the business system with contact/opportunity matching
Two-way contacts sync between a user mailbox and the business system
Two-way tasks sync between a user mailbox and the business system
A platform connector for your business system is required to activate the sync logic. Please see CRM connector requirements and contact us at [email protected] to discuss details.
Core Benefits
Automated Data Handling
Handles Webhooks: Automatically processes Aurinko webhooks as signals to initiate the sync process.
API Logging: Directly logs emails, creates calendar events, contacts, tasks to your CRM via your API.
Thread Grouping: Groups emails by a global thread, which is more robust than a single user's mailbox thread.
Meeting Logging: The calendar sync handles meeting data similarly to how email syncs email threads (groups by a global meeting is, de-duplicates, and matches/creates contacts).
Smart Contact and Company Matching
CRM Contact Matching: Loads new emails and calendar events and actively searches for matching contacts in your CRM.
Sync Cache: Retains unmatched emails and meetings in a sync cache for one month and retries syncing daily, in case a contact is created later.
Optional Auto-Creation: Can be configured to auto-create contacts for external emails. It avoids logging internal communications by understanding your domain.
Company Analysis: Can analyze and auto-create companies if a corresponding domain is found (or not found) when creating new contacts.
Data Integrity and Efficiency
Email Deduplication: Ensures only one copy of an email is logged to the CRM, even if received by multiple users (e.g., those who were CC'ed).
Meeting Deduplication: Ensures only one copy of a meeting is synced to the CRM, even if multiple users are attendees.
Efficient Syncing: By deduplicating, it schedules only one user for syncing that specific email or meeting, reducing unnecessary processing.
Duplicate Prevention: The contacts sync does similarity analysis to prevent migrating/creating similar contacts.
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