Connect CRM
To sync emails, calendar and contacts, you need to set up automatic sync to your CRM first.
Each user has to set up the connection to CRM with their credentials.
- Open an email or calendar event and open the Unaric Sidebar connector.
- Click the Menu icon and select Auto Sync. The Automatic Sync page will open.
- Click the Connect to <CRM> button; if you are an Admin, select the Connections tab on top first. The login page of your CRM will open.
- Provide your credentials and log in.
- A Connected sign will let you know if you are successfully connected to your CRM.
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.