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  • Insightly's Integrations
  • How to disable API Access for a user
  • Changing Google Calendar notifications for Insightly items
  • Configure a connector to send mail using Microsoft 365 or Office 365 SMTP relay
  • Configuring the connection between Insightly and Slack
  • Connecting Insightly to MailChimp
  • Connecting Insightly to QuickBooks Online
  • Connecting Insightly to Xero
  • Contact fields synced to Google Contacts
  • Creating PandaDoc Documents from Insightly
  • Deleting your Insightly calendar from Google Calendar
  • Disabling Google integrations
  • Error: Insightly does not have sufficient permissions to access Google Apps
  • Exporting contacts or leads to MailChimp
  • Google Integrations Available in Insightly
  • How to add a contact or lead from the Insightly CRM Sidebar for Gmail
  • How to compose and save an email with the Insightly CRM Sidebar for Gmail
  • How to create records from the Sidebar in Outlook
  • How to create Xero invoice drafts from contacts and organizations
  • How to create Xero invoice drafts from opportunities or projects
  • How to Install the Insightly CRM Sidebar for Gmail
  • How to install the Insightly Sidebar for Outlook
  • How to log in to the Insightly Assistant from Slack
  • How to log in to the Sidebar for Outlook
  • How to perform a LinkedIn search from the Insightly CRM Sidebar for Gmail
  • How to remove the Sidebar for Outlook
  • How to Save an Email as a Record with the Insightly CRM Sidebar for Gmail
  • How to save emails with the Insightly CRM Sidebar for Gmail
  • How to save emails with the Sidebar in Outlook
  • How to schedule regular imports from MailChimp
  • How to send an email from the Sidebar in Outlook
  • How to set up SAML Single Sign-On (SSO)
  • How to sign in to the Insightly CRM Sidebar for Gmail
  • How to use email templates with the Insightly CRM Sidebar for Gmail
  • How to use Insightly with Microsoft Outlook
  • How to view and find records in the Insightly CRM Sidebar for Gmail
  • How to view records in the Sidebar for Outlook
  • Importing contacts or leads from MailChimp
  • Linking a Xero invoice or bill to an opportunity or project
  • Linking to files in Box
  • Linking to files in Dropbox
  • Linking to files in Google Drive
  • Linking to files in Microsoft OneDrive
  • Linking to items in Evernote
  • Microsoft integrations available in Insightly
  • Popular connections to Insightly from Zapier
  • Removing the Classic Insightly Sidebar for Gmail
  • Setup of SAML and SCIM for Azure
  • Docusign Native Integration
  • Removing the Xero integration
  • Single Sign-On (SSO) for Microsoft Azure AD/ Entra ID
  • The Guide to the Insightly Sidebar for Outlook
  • Troubleshooting the Insightly API with Postman
  • Using email programs other than Gmail or Outlook with Office 365
  • Using Gmail with Insightly
  • Using Insightly with MailChimp
  • Using QuickBooks Online with Insightly
  • Using the Insightly CRM Sidebar for Gmail on your mobile device
  • Using Xero with Insightly
  • What are the requirements for the Outlook sidebar?
  • What is the Insightly CRM Sidebar for Gmail?
  • What's the Insightly Sidebar for Outlook?
  • Working with the Insightly Web API

Using email programs other than Gmail or Outlook with Office 365

Most of our customers use Insightly with Gmail or Outlook with Office 365.

If you use other email programs, like Apple's Mac OS Mail or other versions of Outlook, you still can save emails to Insightly. We have all the details in Using your Insightly mailbox address to save emails.

 

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