Features:Unaric Sidebar

Log Emails to Salesforce

Easily log emails to Salesforce from your inbox with one click and intelligently match senders to records or create new ones.

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Link Emails to Multiple Salesforce Records

Link a single email to multiple Salesforce records with notes and tags to provide context.

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Use ChatGPT to Draft Email Reponses

Create responses immediately using AI, to help you save time and improve response quality.

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Create Contacts or Leads from Emails

Quickly add new Salesforce contacts or leads from your inbox by detecting unknown senders, auto-filling details and linking to accounts.

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Edit Salesforce Records from Your Inbox

Edit Salesforce fields and custom objects directly from your inbox to update records quickly and stay efficient without switching tabs.

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Salesforce Contact Sync

Sync contacts between Salesforce and email with two-way updates, mobile visibility, deduplication, and customizable field mapping.

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Calendar Sync

Keep your Salesforce and email calendars in sync, link events to records and filter what gets synced your mobile device.

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Mobile App Support

Access and edit Salesforce records, log emails, and create leads while on the go.

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Automatic Email Sync

Effortlessly sync incoming and outgoing emails with Salesforce, filter out internal messages, and manage organization-wide settings.

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Social Media Insights Integration for Salesforce

Enrich contact information by extracting information from LinkedIn and other social profiles.

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Calendar Event Matching

Connect calendar events to Salesforce records to view related data, past interactions, and prepare for meetings.

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Uncluttered, Native UI

A seamless sidebar functioning in Outlook and Gmail, providing relevant Salesforce data with one-click access.

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Enterprise Sync Management

Centralized sync controls let IT admins set company-wide configurations for email, calendar, and contact syncing.

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Salesforce Record Preview

View Salesforce contact details, related records, and full CRM data directly from your inbox.

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Use Salesforce Email Templates

Quickly compose personalized emails using Salesforce templates directly in your inbox.

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Full-Screen Salesforce Record Access

Access full Salesforce records in one click from your inbox, with instant authentication and full CRM functionality.

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Would you like to speak to one of our team?

If you’re interested in learning more about Unaric and our applications, please get in touch.

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