If you have an Android or iOS device, you can access the Insightly Add-on for Gmail from anywhere.
You will need to install the Add-on from your desktop browser first.
To use the add-on from your mobile device:
- Log in to the Gmail account associated with your Insightly account.
- Open an email and scroll to the bottom of the message.
- At the bottom of the email, you'll see the Insightly icon in the "Available add-ons" section. Tap on the icon to open it.
- Sign into your Insightly Account. If you've logged in to the Insightly Add-on from your computer recently, you will already be logged into the add-on on your phone.
- That's it! You can start using the add-on to view and create contacts and leads right from your mobile device.