Overview

unaric sidebar legacy name is ienterprises you may encounter both names in this documentation and while using the application in this documentation, text and screenshots may come from any of the supported crm however, features, navigation, and connector design remains consistent across all the connectors unaric sidebar allows you automatically sync outlook emails and calendar events and work with crm data, such as contacts and leads , directly from your inbox key features m anage crm data from outlook view all relevant crm details about an email sender as soon as you open their message associate inbound emails docid\ cp5xhi7hjetrzxlbr4sbt link to other crm records docid\ djlhph82makemmossju8m view sender on crm docid\ p3igaeukuduv1khcji4o7 create from outlook create different crm records from outlook you can also use unaric sidebar to help you redact emails to this end, unaric sidebar also features ai capabilities create a contact or lead docid\ uybmihsglveysfvmip5qd compose new email docid\ ihsguyw1ghjjgeo73tmgk tools docid\ qfxphukstvb rt35p4aym ai & crm tools draft responses, analyze email threads for key insights, and track when recipients open your emails tools docid\ qfxphukstvb rt35p4aym analyze email docid\ jhovww4cbwefnh diqdtx automatic sync set up automatic one way or two way syncing for your emails, calendar events, and contacts between outlook and your crm enable sync docid\ evcbjwgylkn hsqzg3zeh calendar panel unaric sidebar also integrates with outlook's calendar for accessing crm information from events calendar panel docid 3t92pyhwftp6fq96btfqh use cases lead management a sales professional receives an email from a new lead or an existing contact they can immediately view all relevant crm details about the sender directly inside outlook with a single click, they can instantly save the email message to their crm the connector can also track entire email threads , ensuring all replies are automatically synced and saved under a selected opportunity if a referral comes in for someone not yet in the crm, the connector can automatically create a new lead using a combination of chatgpt ai, social media insights, and email data, all without the user having to leave outlook customer support when a customer emails with a support question, an agent can quickly and easily create a new case in their crm directly from the connector sidebar in outlook the email content and any attachments are automatically added to the case , and it is instantly assigned to the right team member, allowing for swift and organized customer service meeting preparations for scheduled meetings, users can open an outlook meeting invite, view up to date customer details for the attendees, and save the meeting directly to their crm furthermore, unlike many other tools, this crm integration for outlook works seamlessly on mobile devices this means a user away from their desk can open the outlook app on their phone, tap the connector icon, log a message to their crm , use chatgpt to research a lead, and follow up with a call or reply, essentially performing almost all desktop crm actions from their mobile device supported crms salesforce com salesforce experience cloud docid\ xau9xuntxd8doovczf8sx ienterprises crm dynamics 365 zoho crm monday com crm hubspot crm