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.
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.