You can save messages from your inbox or sent folder straight to Insightly with the Add-on for Gmail. There are multiple ways to do this.
You do not need to have a G Suite account connected to Insightly to use the Add-on. It will function with any Gmail account.
Quick Save
- Open an email.
- Click on the Insightly Add-on icon (on the right side of the Gmail screen).
- Click Quick Save in the add-on.
- You will see a message confirming the email has been saved.
Save, Link, and More
If you need to do more than just save your email:
- Open an email.
- In the Insightly Add-on, click Save, Link, and More.
From this screen, you can:
- Choose to save the email recipients as leads, contacts, or none.
- Click the checkbox to save any email attachments. By default, the box will be checked.
- Link other records to the email.
- Delete any contacts or leads connected to the email.
- Click Save when you are finished. You will see a message confirming the email has been saved.