Using the Insightly Add-on for Gmail on your mobile device

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:

  1. Log in to the Gmail account associated with your Insightly account.Gmail_addon_android_4.png
  2. Open an email and scroll to the bottom of the message.Gmail_addon_android_3.png
  3. 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.Gmail_addon_android_1.png
  4. 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.Gmail_addon_android_5.png
  5. That's it! You can start using the add-on to view and create contacts and leads right from your mobile device.
Was this article helpful?