How to compose and save an email with the Insightly Add-on for Gmail

With the Gmail Add-on, you can compose an email, and then send the message and save it to Insightly at the same time.

To compose an email and save it to Insightly:

  1. Open an email in Gmail. 
  2. Click on the Insightly Add-on icon (on the right side of the Gmail screen). 
  3. Click the three-dot icon at the upper-right corner of the Add-on and select Compose new email.
  4. Click Add New on the Recipients field.
  5. Search for the recipients you want to add on the email. After you type a name, click Search. You can select a recipient by clicking on their name under Results. To select all your recipients, you have to search and choose them one at a one time. 

  6. Click Compose. This opens a New Message window in your Gmail account. 
  7. Click Send after you type the email. 

To learn more about the Insightly Add-on, please check out the Insightly Add-on Guide.

Was this article helpful?