Getting Started

1\ installation in gmail, click the get add ons button ( icon) on the right sidebar to open the google workplace marketplace, search ienterprises in the search bar, and the add on for your specific crm alternatively, choose the link for your crm 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 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 if you see an oauth2 authentication error with the message oauth approval error generic while trying to log in to your salesforce org, you need to install our application in your salesforce environment to grant login access for more information, see docid\ j6kwuujo8rsqtebpxd na 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 uninstall you can uninstall unaric sidebar from the google workspace marketplace in gmail, click the unaric sidebar at the right sidebar to open it click the three vertical dots at the top of the add on panel select manage add on a marketplace window will pop up; click uninstall and confirm if you can't uninstall the add on and find the " this application was installed by your administrator " message in the google workplace marketplace, it means that only an administrator can uninstall it for more information, see https //support google com/marketplace/answer/12408485?hl=en\&visit id=639017644199827345 2674180770\&p=marketplace messages\&rd=1 the installation, management and removal of the unaric sidebar add on is entirely managed by google, not unaric