You can create a task, opportunity, lead, project, or event from an email with the Insightly Add-on.
To create a record
- Open an email.
- Click on the Insightly Add-on icon (on the right side of the Gmail screen).
- In the Insightly Add-on, click the dropdown under Save As.
- Select an object. You will be redirected to Insightly to fill out the record.
- Click Save.