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Integrations

Archive Communications with Smarsh, Greenboard, or Email
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Integrations

How do I enable the Wealthbox integration? Syncing with Orion Integration with BigMarker Integrating LeadCenter with Catchlight SmartAsset Integration Redtail Integration Integration with Microsoft Power BI RingCentral Integration GoTo Connect Integration Leadcenter Wealthbox Contact Field Mapping Dialpad Integration How to Disassociate a Contact from Wealthbox or Redtail Sync Contacts with Zapier Sync Seminars and Attendees with Zapier Black Diamond Integration Connect Gmail or Google Workspace to LeadCenter Redtail Bidirectional Sync: Pull Contact and Task Updates into LeadCenter Wealthbox Per-User Connections How to Connect Jump with LeadCenter Intulse Integration Blueleaf Integration Archive Communications with Smarsh, Greenboard, or Email Sync Appointments with Zapier

Archive Communications with Smarsh, Greenboard, or Email

LeadCenter can archive communications to your Smarsh Professional Archive journal address, your Greenboard compliance inbox, or a generic archive inbox using Archive to email.

Use this integration to retain supported communication records, including text messages, marketing emails, call transcriptions, and meeting transcriptions.

What Can Be Archived

  • Text messages
  • Marketing emails
  • Call transcriptions from LeadCenter call logs and supported calling integrations, including RingCentral, GoTo Connect, Dialpad, and Intulse
  • Meeting transcriptions from virtual meetings and in-person meeting recordings

Private transcriptions are included for compliance archiving. Archiving starts from the date the integration is configured and does not include historical data from before the integration was enabled.

Connect an Archive Provider

  1. Go to Settings > Integrations > Archive.
  2. Choose Smarsh Professional Archive, Greenboard, or Archive to email.
  3. Click Connect.
  4. Enter your journal or archive inbox as the Destination address.
  5. Select the archive types you want to enable.
  6. Click Connect.
Archive connection form with Call transcriptions and Meeting transcriptions selected
Choose the communication types you want LeadCenter to archive.

When you connect the integration, LeadCenter checks that the destination address can receive email and starts an initial archive sync for today's data.

One Archive Provider at a Time

Only one archive integration can be active at a time. If Smarsh, Greenboard, or Archive to email is already connected and you try to connect a different provider, LeadCenter asks you to disconnect the current one first.

Update Archive Settings

After the integration is connected, open Settings on the connected archive card to update the destination address or turn archive types on or off.

You can manage each archive type independently:

  • Text messages
  • Marketing emails
  • Call transcriptions
  • Meeting transcriptions

Daily Archive Schedule

LeadCenter runs the archive process each day at 5:00 AM UTC for the previous day's communications.

You can also run a manual sync after connecting or from the integrations page if your user permissions allow it.

Smarsh Configuration

Archive emails include an X-Smarsh-MsgType header so Smarsh can classify the communication type.

  • Call Transcription for phone call transcripts
  • Meeting Transcription for virtual and in-person meeting transcripts
  • Text for text messages
  • Email for marketing emails

Your Smarsh administrator may need to configure network mapping rules in Smarsh to recognize these header values.

Greenboard Configuration

Use the journal destination email address from your Greenboard portal, or ask your Greenboard account team, as the Destination address when connecting the Greenboard card.

LeadCenter delivers archived communications to that inbox using the same daily email-journal process as Smarsh and Archive to email.

Historical Data

Archiving begins from the date the integration is configured. To archive older records, export the records from LeadCenter reports and upload them directly into your archive provider.

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.