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.

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

  1. Open an email.
  2. In the Insightly Add-on, click Quick Save.
    Save_email_addon_2.png
  3. You will see a message confirming the email has been saved. 
    Save_email_addon_10.png

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.
        Save_email_addon_7.png

        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.
        Save_email_addon_11.png
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