Using Gmail with Insightly

The Insightly Add-on for Gmail

The Insightly Add-on for Gmail allows you to create contacts and leads, view records, and search your entire CRM from your inbox. Learn more about it in our Add-on overview.

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Sending Gmail through Insightly

You can send an email through any Gmail account from Insightly and automatically save a copy in the CRM. Connect to your Gmail account in User Settings. See our article on setting up this feature.

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