Note: To setup and activate the CBX Gmail Extension you will need an active Real Synch subscription and the Admin/Owner credentials for your CRM.
- Login to Real Synch and click the + Add CBX button on the dashboard:
- Choose your CRM and click Connect (make sure to enter the Admin/Owner credentials applicable to your CRM):
Note: The Instructions links for connecting to each CRM type are located on the Connect section.
- Finally, use the check boxes to select users from your CRM to invite to use the Gmail Extension (add a message in the box at the bottom of the screen), and click Activate to send an invitation email to your users with a link, API Key, and instructions on how to Install Gmail Extension: