You can create a Task, Opportunity, Lead, Project, or Event from an email with the Insightly CRM Sidebar for Gmail.
You must use the G Suite account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different G Suite account or if you are a non-G Suite user.
To create a record:
- Open an email.
- Click the Insightly icon (on the right side of the Gmail screen).
- Click the dropdown under Save As.
- Select an object. You will be redirected to Insightly to fill out the record.
- Click Save.