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 them 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:
Note: Google Group accounts are not eligible to be the Admin for the CBX.
CBX Admin Install Demo: