Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.
| Insightly Platform | |
| Insightly CRM | Insightly Marketing |
| Insightly Service | Insightly AppConnect |
Enhancement List
Use these links to navigate to specific enhancements.
Insightly CRM
Full Email Inbox Sync
Previously, Insightly’s email sync feature supported one-way syncing of emails and attachments, along with built-in tools for notifications, attachment management, and a more organized, automated communication experience. Now, we’re taking things a step further. Insightly CRM has evolved from a reply-only sync model to full bi-directional inbox sync. This upgrade enables seamless, two-way communication between Insightly and your external email provider.
A highlight of the changes include:
- Emails can now flow both ways between Insightly and external providers (Google, Microsoft or Outlook). View, send, and reply to emails from either side — and keep everything in sync.
- Emails sent outside of Insightly are now automatically captured — as long as they involve your existing leads or contacts. CRM stays up to date in near real time.
Here is a link to our help documentation Full Email Inbox Sync.
Combined Email Settings
We’ve streamlined the email settings experience.
You can now manage everything from a single, unified page, including:
- Email Accounts
- Link & Mailbox Settings
- Email Signature
- Manual Email Forwarding
This streamlined setup makes it easier to:
- Set up and edit your email signature
- Choose your primary synced email
- Sync or de-sync accounts with a single click
Here is a link to our help documentation User Settings Overview.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly