What happens when I save an email message to Insightly?

No matter which method you use to save a copy of an email to Insightly, here's what you can expect:

  • A single copy of the message will be saved to the Emails tab.
  • The saved copy will be linked to contacts with matching email addresses.
  • It will be linked to organizations with matching email domains.
  • If no matching contact is found, and a matching lead is found, it will be linked to the lead.
  • If no records with matching email addresses are found, a new contact record and a new organization record will be created and linked to the email.
  • The link will appear in the Activity subtab of all linked records.
Have more questions? Submit a request