Email Sync
Enable email sync to keep events synchronized between the CRM and Gmail. As part of this configuration, you can specify how emails will be synchronized.
Enable email sync
- 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 Mail tab in the sidebar on the left.
- Under Mail Server details, choose a provider from the dropdown list and click Connect. You will either be asked to manually enter the provider details or be redirected to their page to complete the connection by providing the required permissions.
- A Connected sign will let you know if successfully connected. The Sync Emails Now button will be displayed if you wish to immediately start the sync process.
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.
Automatic email sync
- On the Automatic Sync page, navigate to Connections > Calendar tab.
- Check Enable Automatic Email Sync to automate synchronization.
Sync settings
Once email synchronization has been enabled, you can adjust synchronization to your preference. You will find settings in the Automatic Sync page, at the Sync Settings > Mail tab.
Setting | Description | Options |
|---|---|---|
Incoming / Outgoing Emails | Defines which types of emails will be synchronized. |
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Internal Emails | Controls synchronization of emails exchanged between internal domains. |
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Related Emails | Determines whether related emails are synced. |
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Global settings apply to all users, but Sync profiles can be assigned individually. As such, after saving settings, each user needs to access automatic sync from their Outlook and setup their credentials.
Sync rules
Rules let you define conditions (e.g., sender, subject, CC) that determine whether an email is synced or ignored. To create a rule.
- On the Automatic Sync page, navigate to Sync Settings > Mail.
- Click the Rules button.
- Click + Add Rule.
- Complete the rule details (see Rule components table below).
- Click Save Settings to finish.
Rule components
Component | Description | Values |
|---|---|---|
Field | The email field used for the condition. | From, To, CC, Subject |
Condition | The logic applied to the field. | Contains, Not Contains, Equals, Not Equals |
Value | The keyword or text to match against. | e.g. CompanyName, EventName. |
Action | Defines what happens if the rule matches. | Sync, Do not Sync |
Example rule
Field | Condition | Value | Action |
|---|---|---|---|
From | Contains | EventName | Sync |
CC | Not Contains | CompanyName | Sync |