Sync Settings

enable sync to keep emails, events, and contacts synchronized between the crm and the outlook as part of this configuration, you can specify how emails will be synchronized enable sync open an email or calendar event and open the unaric sidebar connector toggle crm tools (e g , salesforce tools or zoho crm tools ) click auto sync you will be redirected to your crm page sync settings select the mail , calendar , or contacts 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 connected sign will let you know if you are successfully connected 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