How to save an email as a record with the Insightly Add-on for Gmail

You can create a task, opportunity, lead, project, or event from an email with the Insightly Add-on.

To create a record

  1. Open an email.
  2. In the Insightly Add-on, click the dropdown under Save As.
    Save_email_addon_3.png
  3. Select an object. You will be redirected to Insightly to fill out the record.
    Save_email_addon_12.png
  4. Click Save.
    Save_email_addon_6.png
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