--- title: Connect CRM slug: sidebar-outlook/connect-crm description: Connect Outlook to your CRM with Unaric Sidebar to sync emails, view records, and create activities in one click. docTags: createdAt: 2025-09-10T04:35:20.439Z --- To sync emails, calendar and contacts, you need to set up automatic sync to your CRM first. :::hint{type="warning"} Each user has to set up the connection to CRM with their credentials. ::: 1. Open an email or calendar event and open the Unaric Sidebar connector. 2. Click the **Menu** icon :FontAwesome[]{icon="fa-solid fa-bars"} and select **Auto Sync**. The **Automatic Sync** page will open. 3. Click the **Connect to \** button; if you are an Admin, select the **Connections **tab on top first. The login page of your CRM will open. 4. Provide your credentials and log in. 5. A *Connected* sign will let you know if you are successfully connected to your CRM. :::hint{type="info"} 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. :::