Not planned

Microsoft Outlook Contact Sync

Outlook calendar sync works great, but we really need full contact sync with Outlook too. While I appreciate that many people use Google products and services, there's no denying that Outlook is the standard mail client in business.

Please can we have full Outlook contact sync added soon. This is an important feature that is currently missing.

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Comments

112 comments
  • Hi all
    I just wanted to chime in here. First, I read as you may as well that insightly just received $25 million. Since, I've seen a bunch of new features start pouring out. Will outlook sync happen? No clue. But, why do you need it? I'm a Google user and I don't use the sync feature that exists. Here's why:

    If you imported or created your leads, contacts, organizations originally, new data is entered via manual entry, form integrations, Zaps, other sources but why from Outlook? I find having my email contacts and my insightly leads/contacts separate is one of the greatest values of the tool. I open insightly in a browser on my desktop or an app on mobile and email accordingly. I email personal contacts or those I wouldn't want in insightly from my standard email apps. This keeps mom and customer apart and helps me keep things straight. Unless I'm missing the value here, I just can't see why this feature is valuable to you.

    Please reply and explain so I may further research this and possibly help you discover a feature or two that might alleviate or lessen this need.

    Eric Greenspan
    Chief Clever Officer
    74 Systems

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  • I live in Outlook, not Insightly.  Insightly is what I put my notes into, save certain emails to, perform mailings off of, etc.  But All day, everyday I am in Outlook.  So I want my email address's and phone numbers from my contacts sync'd there.  And not ALL of them.  No need to have my Leads there, just my Contacts.  And not even all of those, just need Contacts with a specific tag.

    I am too old to give up Outlook.  Your way may be a perfectly fine way of doing things, just not my way.  In addition, my whole company uses Outlook and we use Group Calendars (I know there are other good calendars out there, I use Outlook).

    Finally, my phone sync's to my outlook.  I know it can sync to google .. but I use Outlook.  I am not alone.  There are a lot of people who use Outlook and Insightly.  Why this isn't a higher priority I can't understand.  We have been patient.

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  • Totally understand your needs. Totally get it. For the record, the sync for us Google users is only one way from insightly to Google contacts also. Again, I suspect most don't want their contacts in insightly merged with personal. That said, it's really easy to import from Google or Outlook. Just export contacts to a CSV and import to insightly. This is the free option and it works and it's fast. Otherwise there's Piesync.

    Next, I'd bet you could easily create a Zapier Zap to "add contact to insightly when new contact added to Office365." If you use an Exchange server, I'm sure this can be tackled also.

    Finally, have you installed the insightly for Outlook connector? It allows you to add new contacts to insightly from Outlook with a click. Import them all as suggested above and add new ones via the connector.

    Happy to help if you need me.

    Eric Greenspan
    CEO
    74 Systems
    (Click my profile above for more information)

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  • Thanks Eric for the reco!

    As Eric pointed out: the need for a real time, two-way sync with Outlook (& Google) contacts is requested by many CRM users. We see the need not only with Insightly users but across the CRM landscape. Here at PieSync we tackle exactly this problem. Feel free to give it a shot, we offer a 14-day trial.

    @Kenneth, you will be able to sync only selective contacts, filtered out per specific tag(s).

    You can find more info on our syncing solution on Insightly's integration page (we don't only sync to Outlook/Google, but with most of bigger email marketing, accounting, help desk tools). Majority of our users sync their Insightly contacts not only with Outlook and Google, but also with Mailchimp, Hubspot, Quickbooks etc).

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  • Not sure why so much push back from Insightly... More people use MS Office/Exchange that use Google G-Apps, and always will. PieSync is probably a good tool, BUT it's almost as expensive as Insightly... I don't want to have to purchase add-ins for every missing function. 

    Connecting Insightly with the day to day tools we use is important. Let me give you an example... Insightly contact data does not sync with my iPhone contacts like my Outlook contacts do. So, when I want to call a client/prospect/etc. I have to use Insightly, I cannot use Google Voice or T-Mobile Digits which use the native apps for contacts. 

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  • I agree 100% Michael.  But I think the push back stems from the fact that developers don't work in the real world or talk to real people.  Instead they think that the world is all digital when in fact a huge majority of us still deal with real live people in a real world.  I think the other issue is that they are busy trying to develop shiny things that will attract more customers - rather than worrying about retention or thinking about what people really need in a CRM.

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  • Michael,

    I'm not sure what the future will bring, but you can use the insightly app to make calls and it will dial using your cell itself. It works almost identically to other apps on the iPhone. You can email and FaceTime directly from it also. Kinda slick. Oh, and they just added the force touch option to launch adding tasks and accessing search. Check it out. I for one, do not sync my contacts from work to my phone. It's messy and I don't want them co-mingled. I love how insightly keeps them separate for me.

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  • Hello

    We are evaluating this CRM and one of the most important feature we are looking for is the ability to sync contacts with Outlook. It is definitively a major deal breaker to a subscription.

    This post is open since 2015, with a possible Sync launch in 2016 . It is now April 2017 is there a very high possibility for this to happening? and without using a paid third party?

    I just cannot believe it is not there! Outlook is still the standard for businesses. None of the many major corporations we work with use Google. We are not going to change either.

    Appreciate feedback from Insightly on this happening in the very near future or not. We do like the rest of what we have seen so far. Thanks!   

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  • I decided to cancel my subscription to insightly because of their reluctance to provide a solution to syncing data with outlook and Microsoft Outlook 365. It iswith great regret that I have had to cancel my subscription with Insightly, but I realise the situation is notgoing to change, as Insightly seem to believe that it is not an important update to make.

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  • Hi James

    That is unfortunate, it seems like a good CRM, Like so many others we are on MS 365. I am hoping to get an answer as it seems it has been stagnant for a while!  Tks  

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  • To the folks at Insightly - As you can see this is an issue. 

    I know that this is request means a lot of work and that working with Microsoft is probably not pleasant. But in the real world, Exchange/Office365 has about 90% of the market and Google/G-Apps for Business has about 7%. I understand that the Google product is growing and that it's always better to skate to where the puck is going. But I don't believe that this Google will make significant inroads for some time (maybe 8 to 10 years). 

    PieSync is a great product, but I object to having to pay for a service that should be part and parcel of my CRM.

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  • I agree James....I did the same thing.  There is often talk of adding features but rarely any follow through.  It appears that most of the folks at Insightly are like Eric Greenspan and think that just because THEY don't need a feature like this then NOBODY needs its.

    The threads here are littered with interjections like Eric's that completely disregard the need for silly features and instead try to point towards features in Insightly that we don't need or care about.

    I'm with you - I regretted canceling my subscription.  I like the CRM but not enough to change how I do work.

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  • Hey folks
    I'm a customer and a user, just like you. I do not work for insightly. I'm trying to help you work with what exists. Not sure why you called me out.

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  • Eric: Sorry that you're feeling called out. I think that almost two years after this thread was started, and almost 18 months after we were told it was on the product roadmap, everyone is looking for and deserves some engagement from the insiders at Insightly. Your tag of "Insightly Hero" may be the cause of the confusion. 

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  • Got it. The Hero program merely means we are experienced users and help others in the forums.

    So what exactly are you trying to accomplish? I don't use contact integration with my email client so help me understand it and I'll see if I can get someone's attention for you all.

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  • Eric:

    I live in a highly regulated world, so I have very limited ability in the selection of email tools. I have to use either Exchange or G-Apps for Business so that my emails are "journaled" for easy examination by my Federal Regulators.

    That being said, my partner and I chose Exchange.  So we need our contacts to be in sync between Exchange and Insightly. There are no other options except manually typing in the names in each email, or using and paying for an outside service (in my case PieSync) to do the job.

    PieSync is almost as expensive as Insightly, and I hate paying for a separate service that does one small piece of what I need.

    Insightly syncs with G-Apps, and with Exchange calendar entries, so one would think that this is not too much to ask that Insightly provide full parity between these two services. 

    I don't know why there has been no word from Insightly on this thread since late 2015. I believe that they are leaving $$$'s on the table as people leave or don't adopt this service. What I have no way of knowing (I'm not a developer) is how hard this really is. 

    I can make similar comments on the Insightly/Exchange email connection, but that does not matter very much to me. 

    Eric - Appreciate your willingness to assist.

     

     

     

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  • How many contacts?

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  • Just about 1000, why?

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  • I know why you want this feature and I appreciate it but piesync is $5/mo.

    Also, you could write a couple of Zaps. Start with an export and import each way. Then zap copy the rest. That would be free.

    You could run manual updates once in a while also.

    I'll see what I can do and/or find out.

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  • We're about to cross to the $19/month x 2 seats plan at PieSync. So we'd be paying them about $450 per year and Insightly about $600 per year. I'd rather give the money to Insightly and get more services from them.

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  • Hi
    I am evaluating for our company. I think it is pretty simple and straight forward: Have Insightly sync with Outlook exchange without having to
    a) pay a third party
    b) figure ways around, tweak and twist and needing to be versed in IT stuff.
    We are a small company and I do not have an IT team behind me nor the time.
    Thought this CRM advertises it is geared to small biz as well as larger one. Again I do like what I see but no sync of contacts with Outlook ?!!
    It would be nice to have an answer from Insightly are we wasting time talking here as it will never happen in the NEAR future or is it in the works for the NEAR future?
    Thank you.

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  • But do you need to sync them all? Personal contacts shouldn't be in insightly imho and if you sync by category or tag then piesync is cheap. For $60 per user your problem is solved and you'll have more time with the family and on the golf course. :) At least until I can find another way to help you or insightly delivers this integration.

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  • Eric - respectfully these are all business contacts. I keep my personal contacts outside of Insightly/Exchange/PieSync. 

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  • No personal contacts, I would waste any time or money for that.This is all business and I have close to 2000 contacts.

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  • Had to try. I emailed the insightly folks. @anthony and @brenda, can we give a definitive answer here? Is piesync the solution or is insightly building an integration?

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  • I have started to look for new CRM to replace insightly since insightly have not addressed the issue of exchange contact syncing. Seems to be a bad move by insightly to leave this bug unresolved for so long.

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  • When I cancelled my subscription with Insightly two days ago, they sent out a questionnaire asking why I cancelling my subscription. They even asked if I would say which CRM I would be switching to. I chose the option " a less troublesome one" as I don't see why I should tell them. I also left my email address for them to respond to my feedback, which really most probablywill just be the same as they have been saying for a long time It's a real shame, as their product is quite useful. But, if it can't do tge job properly, it's no use paying for it. Also, I don't see why a guy this forum uses the oppottuniyy to pronote the use of his own Outlook synchronisation product, when Insightly should provide the function.. Afterall, enough Insightly users have been requesting the update for a long time.

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  • Who's promoting their own product James?

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  • @Eric....Grega from PieSync was here promoting PieSync (responding to your recommendation).

    But I'll have to admit that comments like "For $60 per user your problem is solved and you'll have more time with the family and on the golf course." sure makes it sounds like you have some skin in the game as well.

     

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  • Understood. Yes, I do indeed have skin in the game. I'm a member of this community and a fellow human. I try to help others when I have free time. The "skin" you refer to is the personal satisfaction I receive from providing advice or a solution to a problem, regardless if it is ideal for all. My solutions offered here may be a workaround or less than ideal to you and others but they solve the problem. Good luck with your business. I hope you find the solution you seek.

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