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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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 Insightly Add-on for Gmail.

We recommend that all Gmail users install the Gmail Add-on.

 

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