You can create a task, opportunity, lead, project, or event from an email with 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.
- Open an email.
- Click the Insightly icon on the right side of the Gmail screen.
- Click the dropdown under Save As.
- Select an object. You will be redirected to Insightly to fill out the record.
- Click Save.