--- title: Overview slug: sidebar-outlook description: Explore the official documentation for Unaric Sidebar for Outlook. Access comprehensive reference materials to master the app. image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/p2te-d7hdt192gJ7KJg9N_unaric-sidebar.png icon: {"faIcon":"fa-solid fa-book-open"} createdAt: 2025-09-09T21:08:06.110Z --- Unaric Sidebar is an Outlook add-in that allows you to automatically sync Outlook emails and calendar events information with CRM objects, such as **Contacts** and **Leads**, directly from your inbox. :::hint{type="info"} **Unaric Sidebar's** legacy name is** iEnterprises**. You may encounter both names in this documentation and while using the application. ::: :::hint{type="info"} In this documentation, text and screenshots may come from any of the supported CRMs. However, features, navigation, and design remain consistent across all the connectors. ::: To install Unaric Sidebar and connect it to your CRM, see [Getting Started](docId\:U_Xy4_r2zO5wif2OCLF3E). For help, visit the [Unaric Support Porta](https://support.unaric.com/portal)l. ## Key features ::::LinkArray{contentSource="CUSTOM" customOrder="sQjm4VsN_IKk-i9Co_9at,UAO4tQXmtvsOOxF364_bm,_DVuzzur2rPyDsMkDc_VY,HCnfsvvcXzihdCTP9Ds3p,Qx8MP1jrJbm0IdRMQYLQf"} :::LinkArrayItem ### Manage CRM data from Outlook View all relevant CRM details about an email sender as soon as you open their message. [Associate Emails](docId\:CP5XHI7HJetRzXlbr4sBT) [View Sender on CRM](docId\:P3igaEukuDUV1khCJi4O7) ::: :::LinkArrayItem ### Create from Outlook Create different CRM records from Outlook. You can also use Unaric Sidebar to help you draft 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) ::: :::LinkArrayItem ### 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) ::: :::LinkArrayItem ### 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) ::: :::LinkArrayItem ### Calendar panel Unaric Sidebar also integrates with Outlook's calendar for accessing CRM information from events. [Calendar Panel](docId:3t92pyHwfTp6fq96btfqh) ::: :::: ## Use cases :::ExpandableHeading{isOpen="true"} ### 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**. Unaric Sidebar 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, Unaric Sidebar 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. ::: :::ExpandableHeading{isOpen="true"} ### Customer support When a customer emails with a support question, a support agent can **create a new case in their CRM directly from Unaric 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. ::: :::ExpandableHeading{isOpen="true"} ### 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 Unaric Sidebar icon, **log a message to their CRM**, use ChatGPT to research a lead, and follow up with a call or reply. ::: ## Supported CRMs - **Salesforce.com** - **[Salesforce Experience Cloud](docId\:XaU9xUnTxD8doovCZF8Sx)** - **iEnterprises CRM** - **Dynamics 365** - **Zoho CRM** - **Monday.com CRM** - **HubSpot CRM**