Google integrations available in Insightly

There are several ways you can sync Google Apps / G Suite features to Insightly. Most of these integrations are available for users regardless of whether they've created a standard account or G Suite for Insightly account, while others are only available on paid Insightly plans regardless of account type.

Google Contact Sync

This is a one-way sync from Insightly to Google in which you can sync all of your Insightly contacts to your Google Contacts list. Available on paid Insightly plans, your contacts will appear in a group called "Insightly-Contacts" in Google Contacts. They can optionally be added to your "My Contacts" group, too. Anytime you make changes to these contacts in Insightly, those updates will be reflected in Google.

Google Calendar Sync

Once you've established this two-way sync, Insightly will display your Google calendar items on your Insightly calendar and copy Insightly items from the last two months and into the future to your Google calendar. You can also choose to sync Insightly milestones and tasks. When you enable either of these options, Insightly will add two new calendars to your external calendar called Insightly-Tasks and Insightly-Milestones. This feature is only available on paid Insightly plans.

Google Calendar Feed 

If you're on a free Insightly plan, you can display your Insightly calendar in your Google Calendar via a link. The link can be found at the bottom of your Insightly calendar page, and you can add it in Google Calendar under Other calendars > Add by URL.

Google Drive

Google Drive users can link to files in Google Drive directly from Insightly. The Google Drive icon appears in the Files subtab in contacts, organizations, opportunities, and projects.

Sidebar for Google Chrome

Available for Gmail users, the Insightly Sidebar is an extension for the browser Google Chrome that allows you to save email messages to Insightly without leaving your Gmail inbox. You can also view, add, and edit Insightly records using the Sidebar.

G Suite Single Sign On

You can log in to Insightly directly from G Suite's app grid if you have the G Suite for Insightly account type, ensuring ease-of-use when navigating from Google to Insightly.

Import Contacts from Google

Users can import contacts directly from Gmail. After selecting that option in Insightly via the Contacts tab, you'll see a list of all your Google contacts, even if they are not in your My Contacts group, and can choose which ones to select for importing. Insightly won't import contacts with email addresses that match those of contacts already in Insightly. 

Open Gmail to Send

You can choose to open Gmail whenever you click on an email address within Insightly. The option is located on the User Settings > Settings page; just check the box next to Open Gmail For Google Apps To Send Emails. 

Connect Email for Outgoing Messages

To send email via Insightly, you can connect your email account via User Settings. This process works with those using Gmail or G Suite.

 

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