Getting Started

1\ installation there are 2 ways to get the connector, from the get add in on outlook email or download from microsoft appsource choose the link for your crm in the google workplace marketplace page and click the get it now button crm appsource link ienterprise crm https //gsuite google com/marketplace/app/ienterprise crm for gmail/595198724352 salesforce com https //gsuite google com/marketplace/app/email connector for salesforce/1085601474281 dynamics 365 crm https //gsuite google com/marketplace/app/email connector for microsoft dynamics c/1068646806018 zoho crm https //workspace google com/marketplace/app/zoho crm connector/822817453074 netsuite https //workspace google com/marketplace/app/netsuite connector/327997504318 monday com https //workspace google com/u/0/marketplace/app/mondaycom connector/987864793226 hubspot crm https //workspace google com/u/0/marketplace/app/hubspot connector for gmail/251841487292 2 on the product page, click install button 3 a permission get ready to install dialog box will appear, click continue 4 select an email account you want to add the connector to 5 you will be asked to request access permission to the connector click allow 6 once installation is complete, click done to finish go to the email account you selected the connector icon will appear if not, refresh the page in gmail, click the get add ons button ( icon) on the right sidebar google workplace marketplace will open enter ienterprises in the search bar select the app for your specific crm on the product page, click install button a permission get ready to install dialog box will appear, click continue select an email account you want to add the connector to you will be asked to request access permission to the connector click allow once installation is complete, click done to finish go to the email account you selected the connector icon will appear if not, refresh the page 2\ login in gmail, open the unaric sidebar connector located at the right toolbar click the connect button the login screen for your crm will open enter your crm account credentials (username and password) for salesforce, you will be asked to provide the login url you use for your org e g https //login salesforce com/?locale=mx for dynamics 365 connector, provide your dynamics 365 url this is the url shown after logging e g https //org1234567 crm dynamics com/ for zoho crm connector, you will need to select your data center grant the connector access to your account to finish allow pop ups in your browser if you don't see any login screens 3\ installation testing to test that the installation has been successful, open an email in gmail sender details will display if they are already a contact/lead in your crm or if there is an open opportunity/case and other related objects for this sender, they will also be displayed open the contact/leads forms to see more details directly from your mailbox user permissions there are two type of user designation administrator has the right to add/edit/delete users or update licences user only has access to their profile next steps a 7 day free trial is initially offered upon installation once the trial period ends, you can use unaric sidebar free version with limited features or keep using all the features with a subscription for more information, see docid\ bdxj9xuqbhsfqmaxmofel