How to save emails with the Insightly Add-on for Gmail

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.

Quick Save

1. Open an email.
2. Click on the Insightly Add-on icon (on the right side of the Gmail screen). 
   
3. Click Quick Save in the add-on. 
   
4. 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:

1. Open an email.
2. 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.
3. Click Save when you are finished. You will see a message confirming the email has been saved.