What is the Insightly CRM Sidebar for Gmail?

You must use the Google Workspace account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different Google Workspace account or if you are a non-Google Workspace user.

With the Insightly CRM Sidebar for Gmail, you can view leads, view contacts, create leads, and create contacts. You can also save emails to Insightly, use email templates, and save an email as a record.

Each time you open an email, your Gmail add-ons will appear on the right. After installing the Sidebar, click the Insightly icon to view Insightly records and options.


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