Setup: CBX
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Instructions:
Note: To setup and activate the CBX Gmail Extension you will need an active Realsynch subscription and the Admin/Owner credentials for your CRM.
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Login to Realsynch and click the + Add Integration:
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Choose your CRM and click Connect (make sure to enter the Admin/Owner credentials applicable to your CRM):
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Note: The Instructions links for connecting to each CRM type are located on the Connect section.
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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:
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Note: Google Group accounts are not eligible to be the Admin for the CBX.
CBX Admin Install Demo:
Manage Gmail Extension Users
Install Gmail Extension
CBX Onboarding
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