Overview

unaric sidebar legacy name is ienterprise you may encounter both names in this documentation and while using the application unaric sidebar works with multiple crms while mostly consistent, instructions and interface may slightly vary depending on the crm you're using integrate gmail with your crm to instantly synchronize your gmail messages and calendar events your emails can be organized and associated with contacts, leads or other object or modules giving you the information you need docid rgiosavupokw5icpwvqi view all relevant crm details about an email sender as soon as you open their message you can also update contact details, including custom fields, manage opportunities and cases, and switch between a contact and their associated account directly from your gmail inbox docid\ dzeo5gaot3rrwr7moubqd unaric sidebar also integrates with gmail's calendar for accessing crm information from events use cases lead management a sales professional receives an email from a new lead or an existing contact they can immediately view all relevant crm details about the sender directly inside gmail with a single click, they can instantly save the email message to their crm the connector can also track entire email threads , ensuring all replies are automatically synced and saved under a selected opportunity if a referral comes in for someone not yet in the crm, the connector can automatically create a new lead using a combination of chatgpt ai, social media insights, and email data, all without the user having to leave gmail customer support when a customer emails with a support question, an agent can quickly and easily create a new case in their crm directly from the connector sidebar in gmail the email content and any attachments are automatically added to the case , and it is instantly assigned to the right team member, allowing for swift and organized customer service meeting preparations for scheduled meetings, users can open an gmail meeting invite, view up to date customer details for the attendees, and save the meeting directly to their crm further, unlike many other tools, this crm integration for gmail works seamlessly on mobile devices this means a user away from their desk can open the gmail app on their phone, tap the connector icon, log a message to their crm , use chatgpt to research a lead, and follow up with a call or reply, essentially performing almost all desktop crm actions from their mobile device supported crms salesforce com ienterprises crm dynamics 365 zoho crm netsuite monday com crm hubspot crm