What Happens When I Save an Email Message to Insightly?

Users can save copies of their emails into Insightly using the Insightly Sidebar for Gmail or Outlook. Here's what you can expect:

  • A single copy of the message will be saved as an Email record.
  • The saved copy will be linked to contacts with matching email addresses.
  • It will be linked to organizations with matching email domains.
  • If no matching contact is found, and a matching lead is found, it will be linked to the lead.
  • If no records with matching email addresses are found, a new contact record and a new organization record will be created and linked to the email.
  • The link will appear in the Activity subtab of all linked records.
  • The following file attachment types will be blocked for security reasons:
    .ade, .adp, .apk, .appx, .appxbundle, .bat, .cab, .chm, .cmd, .com, .cpl, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .hta, .img, .ins, .iso, .isp, .jar, .jnlp, .js, .jse, .lib, .lnk, .mde, .msc, .msi, .msix, .msixbundle, .msp, .mst, .nsh, .pif, .ps1, .scr, .sct, .shb, .sys, .vb, .vbe, .vbs, .vhd, .vxd, .wsc, .wsf, .wsh, .xll
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