---
title: Create a Contact or Lead
slug: sidebar-outlook/create-a-contact-or-lead
description: Create new CRM contacts or leads instantly from any Outlook email with Unaric Sidebar.
docTags: 
createdAt: 2025-09-10T04:31:55.507Z
---

Create CRM records from Unaric Sidebar.

1. Open your Outlook inbox and select an email to open.
2. Open the Unaric Sidebar connector.
3. If the email ID of the sender is not found on the CRM, click **ADD **button beside either ***Add as - Contact?*** or ***Add as - Lead?*** 
   - For adding **Leads**, all the editable fields of Leads or Contacts form display.
   - For adding **Contacts**:
     1. Click **Select icon** and select an existing account from the list of accounts from CRM.
     2. Click **Add icon** and the accounts form opens. All the editable fields of Account form display.  (\*) means required. Click **SAVE** button.  The new Account record is added to CRM.
4. On the **Contact** form, the **Account** field is populated.
5. Enter the rest of the fields as needed. Any Reference fields has a **Select icon** to display a selection list.
6. Click **SAVE** button. The sender's record is now added to the CRM as either a Contact or Lead.