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

  1. 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).

  2. 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.

  3. 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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