How to Save an Email as a Record with the Insightly CRM Sidebar for Gmail

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.

  1. Open an email.
  2. Click the Insightly icon on the right side of the Gmail screen. 
  3. Click the dropdown under Save As.
  4. Select an object. You will be redirected to Insightly to fill out the record.
  5. Click Save.
Was this article helpful?