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Unaric Docs
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Sidebar Docs (Gmail)
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Sidebar Docs (Outlook)
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ChatGPT Connector Docs
Overview
Getting Started
Email Panel Actions
Calendar Panel Actions
New Email Actions
Enable Sync
Troubleshooting
Alternate method to allow automatic sync for Gmail
Trust iEnterprise Mail Sync for Gmail
Salesforce OAuth2 Error
License & Subscription
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Email Panel Actions
Create a Contact or Lead
on gmail, open an inbox email if the email id of the sender is not found on the crm status, you can either add it as contact or candidate (lead) under add as complete the record details click submit to finish
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Associate Inbound Email
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Link Email to Other CRM Records
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