Connecting to Other Apps
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File & Document Management
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The Insightly CRM Sidebar for Gmail
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What is the Insightly CRM Sidebar for Gmail?
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How to sign in to the Insightly CRM Sidebar for Gmail
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How to install the Insightly CRM Sidebar for Gmail
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How to add a contact or lead from the Insightly CRM Sidebar for Gmail
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How to save emails with the Insightly CRM Sidebar for Gmail
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How to save an email as a record with the Insightly CRM Sidebar for Gmail
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How to use email templates with the Insightly CRM Sidebar for Gmail
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How to compose and save an email with the Insightly CRM Sidebar for Gmail
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How to view and find records in the Insightly CRM Sidebar for Gmail
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How to perform a LinkedIn search from the Insightly CRM Sidebar for Gmail
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Using the Insightly CRM Sidebar for Gmail on your mobile device
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What is the Insightly CRM Sidebar for Gmail?
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Sidebar for Outlook
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The Guide to the Insightly Sidebar for Outlook
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What's the Insightly Sidebar for Outlook?
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What are the requirements for the Outlook sidebar?
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How to install the Insightly Sidebar for Outlook
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How to log in to the Sidebar for Outlook
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How to create records from the Sidebar in Outlook
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How to view records in the Sidebar for Outlook
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How to send an email from the Sidebar in Outlook
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How to save emails with the Sidebar in Outlook
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How to remove the Sidebar for Outlook
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The Guide to the Insightly Sidebar for Outlook
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Accounting Software
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Connecting Insightly to QuickBooks Online
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Using Quickbooks Online with Insightly
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Connecting Insightly to Xero
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Using Xero with Insightly
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How to create Xero invoice drafts from contacts and organizations
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How to create Xero invoice drafts from opportunities or projects
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Linking a Xero invoice or bill to an opportunity or project
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Removing the Xero integration
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Connecting Insightly to QuickBooks Online
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Calendar Integrations
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Slack
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Microsoft Office 365
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MailChimp
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Zapier
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G Suite
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API & SSO
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Google Contacts Sync
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Microsoft Power BI