Using Gmail with Insightly

The Insightly Sidebar for Chrome

All Gmail users can save emails and view Insightly records directly from their inbox by using the Insightly Sidebar, a Chrome browser extension. See more details in our Sidebar Overview.

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.

Gadget

Customers whose Insightly accounts are created through G Suite may also see the Insightly Gmail Gadget below their incoming messages. The Gadget is our original Gmail tool and is being replaced by the Sidebar, which has more features.

We recommend that all Gmail users install the Sidebar for Chrome browsers.

 

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