Associate Inbound Email
Link incoming emails in Outlook to corresponding contacts or leads within your CRM system. This process makes relevant CRM details visible directly within your Gmail interface.
- On Gmail, open an email.
- Open Unaric Sidebar. The connector will check if sender is a contact or lead on the CRM. If a match is found, then the details of the contact/lead is displayed on the Email Connector panel. If there are any related objects like Opportunities, Cases or any Custom modules, these will also display on the sidebar.
- If Email is found, then status is Email added to ...
- If the email is not found on CRM,
- Click Add button next to Log email to ...?
- Status is changed to Email added to ...
- The Open button displays. You may click to open the email on the sidebar.
- Click Open in Fullscreen to open the email record directly from your CRM. Email is now added to your CRM under this Contact or Lead.