---
title: Overview
slug: sidebar-gmail
description: Explore the official documentation for Unaric Sidebar for Gmail. Access comprehensive reference materials to master the app.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/2Gha6WXba9lg9Ilp-pJ2T_unaric-sidebar.png
icon: {"faIcon":"fa-solid fa-lightbulb"}
createdAt: 2025-10-13T14:30:33.753Z
---

:::hint{type="warning"}
**Unaric Sidebar** legacy name is** iEnterprise**. You may encounter both names in this documentation and while using the application.
:::

:::hint{type="warning"}
**Unaric Sidebar **works with multiple CRMs. While mostly consistent, instructions and interface may slightly vary depending on the CRM you're using. In this documentation, text and screenshots may come from any of the supported CRM. 
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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.

With Unaric Sidebar, you can create an account, contact, or lead directly from your mailbox. Likewise, if Unaric Sidebar finds a match in the email sender, it will display all the related items from CRM, including accounts, contacts, and opportunities.

## Key features

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### [Email Panel Actions](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.


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:::LinkArrayItem
### [Calendar Panel Actions](docId\:DZEo5GaoT3RrwR7MoUbqd) 

Unaric Sidebar also integrates with Gmail's calendar for accessing CRM information from events. 

[Associate Inbound Email](docId\:ef1gIIybKYQtUS1uwzAJA) 

[Create a Contact or Lead](docId\:foJVgKihChszrY5_LCFDb) 

[Link Email to Other CRM Records](docId\:l3uMf4oE-jiCyvpsk3lfH) 

[View Sender on CRM](docId\:Iz2ucsRC6rq1BpfoSwCSW) 

@[Gemini Tools](docId\:CVep88QknFz3JJ21vDa8q) 
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:::LinkArrayItem
### New Email Actions

Unaric Sidebar provides different functionalities to enhance email creation and tracking.

[Insert Template](docId\:ErrA9fRJxZywG4VgBKKZw) 

[Email Tracker](docId\:vISGhciS89VEHM4SLNVVY) 

[Log Email on Send (Salesforce)](docId\:Miojfa0VbNjWFA3BsUNP3) 
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## Use cases

:::ExpandableHeading
### 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.
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:::ExpandableHeading
### 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.
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:::ExpandableHeading
### 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.
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## Supported CRMs

- **Salesforce.com   **
- [Salesforce Experience Cloud](docId\:o5bGHmwXyeeRN33h9qpiG) 
- **iEnterprises CRM**
- **Dynamics 365**
- **Zoho CRM**
- **Monday.com CRM**
- **HubSpot CRM**

:::hint{type="warning"}
Unaric Sidebar is designed exclusively for integration with CRM systems and does not support **Dynamics 365 Field Service** modules or related products.
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