--- title: Email Sync slug: sidebar-gmail/email-sync description: Automatically sync Gmail emails to Salesforce with Unaric Sidebar for complete visibility and compliance. image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/zeeYj_F1EyUqrhqhHH-km_unaric-sidebar.png docTags: createdAt: 2026-03-11T09:31:05.092Z --- 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 1. Open an email or calendar event and open the Unaric Sidebar connector. 2. Enable the **\ Tools **and click **Auto Sync** button. The **Automatic Sync** page will open in a browser tab. 3. Select the **Mail** tab in the sidebar on the left. 4. 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. 5. 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. :::hint{type="info"} 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 1. On the** Automatic Sync** page, navigate to **Connections >** **Email** tab. 2. 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. | - *Sync both Incoming and Outgoing emails*
- *Sync Incoming emails only*
- *Sync Outgoing emails only* | | **Internal Emails** | Controls synchronization of emails exchanged between internal domains. | - *Sync*
- *Do not Sync* (default)
- *Other Internal Domains*: Enter each domain on a separate line (without `@`). | | **Related Emails** | Determines whether related emails are synced. | - *Sync all related*
- *Sync marked threads only*
- *Do not Sync* | :::hint{type="warning"} 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. 1. On the **Automatic Sync **page, navigate to **Sync Settings > Mail**. 2. Click the **Rules **button. 3. Click **+ Add Rule**. 4. Complete the rule details (see **Rule components** table below). 5. 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 |