--- title: Getting Started slug: sidebar-gmail/getting-started description: New to Unaric Sidebar for Gmail? Follow our step-by-step getting started guide to set up, configure, and begin using the application. icon: {"faIcon":"fa-solid fa-rocket"} docTags: createdAt: 2025-10-13T14:30:33.880Z --- Setting up Unaric Sidebar requires installing the corresponding Google add-on for your CRM. ## 1. Installation 1. In Gmail, click the **Get Add-ons **button (:FontAwesome[]{icon="fa-solid fa-plus"} 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** | | ----------------------------------------------- | -------------------------------------------------------------------------------------------------------- | | **Salesforce.com** | | | **Dynamics 365 CRM** | [Link](https://gsuite.google.com/marketplace/app/email_connector_for_microsoft_dynamics_c/1068646806018) | | **Zoho CRM** | [Link](https://workspace.google.com/marketplace/app/zoho_crm_connector/822817453074) | | **Monday.com** | [Link](https://workspace.google.com/u/0/marketplace/app/mondaycom_connector/987864793226) | | **HubSpot CRM** | [Link](https://workspace.google.com/u/0/marketplace/app/hubspot_connector_for_gmail/251841487292) | | **iEnterprise CRM** | [Link](https://gsuite.google.com/marketplace/app/ienterprise_crm_for_gmail/595198724352) | 2.  On the product page, click the **Install **button. 3.  A permission **Get Ready to Install** dialogue 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 1. In Gmail, open the Unaric Sidebar connector located at the right toolbar. 2. Click the **Connect** button. The login screen for your CRM will open. 3. 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/.](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/`. :::hint{type="info"} If using an on-premise Microsoft Dynamics 365 environment, additional configuration is required before connecting. See [Dynamics 365 (On-Premise)](docId\:RVVibSzLtwyIpw5mHs7Nk)*. * ::: - For Zoho CRM Connector, you will need to select your **Data Center**. 4. Grant the connector access to your account to finish. :::hint{type="warning"} **Allow pop-ups** in your browser if you don't see any login screens. ::: :::hint{type="warning"} 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 [Salesforce OAuth2 Error](docId\:J6kWuUjo8Rsqtebpxd-Na). ::: ## 3. Installation testing ::::VerticalSplit{layout="middle"} :::VerticalSplitItem 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. ::: :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/jxcpEcaUdXFP5qWzh033L_image.png" size="40" width="384" height="901" darkWidth="384" darkHeight="901" position="center" showCaption="false"} ::: :::: ## User permissions There are two type of user designation with their corresponding permissions: - **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 [Subscription Management](docId\:bdXJ9XUqbhSfqmaxmofeL). ## Uninstall You can uninstall Unaric Sidebar from the Google Workspace Marketplace. 1. In Gmail, click the Unaric Sidebar at the right sidebar to open it. 2. Click the **three vertical dots** at the top of the add-on panel. 3. Select **Manage add-on**. 4. A Marketplace window will pop up; click **Uninstall** and confirm. :::hint{type="warning"} 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 [Marketplace app installation messages](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. :::