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.
- Toggle on <CRM> Tools and click Auto Sync button. The Automatic Sync page will open in a browser tab.
- Click the Connect to <CRM> button; if you are an Admin, select the Connections tab on top first. The login page of your CRM will open.
- Provide your credentials and log in.
- A 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.