Connect CRM

to sync emails, calendar events, and contacts, you must first connect the auto sync feature to your crm login to your crm each user has to set up the connection to crm with their credentials open an email or calendar event and open the unaric sidebar connector enable the \<crm> tools and click auto sync button the automatic sync page will open in a browser tab select the connections tab on top click the connect to \<crm> button the login page of your crm will open provide your credentials and log in a connected connected sign will let you know if you are successfully connected to your crm some crm systems, such as salesforce, require providing a custom url if so, select the custom url checkbox (if shown) and enter your custom url if you are unsure, leave it blank and continue