Track email opens sent through Gmail / Outlook
It would be great to have similar feature that CRMs like Hubspot / yesWare offer, which is a simple button that will track email opens & links clicked - that are sent through gmail / outlook.
Integrate this feature into insightly sidebar so you can click the "i" and it will log in the CRM & also track opens & clicks.
Comments
Hi Patrick!
Thanks for the suggestion, this is a great request.
Thanks - are there any plans to integrate this feature? Do any other outside services work with the insightly sidebar?
Hi Patrick, this is not on our road map at this time.
With regard to the Sidebar, it does not integrate with any outside services. Thank you for adding this to the discussion, it will be interesting to see what other users will have to add to this feature request!
Yep. This is something I would love to see - and I'd pay extra for it if necessary.
I dont see how a report cannot be generated to show who opened
Hi Jordan:
There is not an option to create a report for email activity through Gmail or Outlook. If you haven't voted this up already please share your support by voting at the top :)
Hello everyone,
If you are using Gmail you can send read receipts via Gmail and then save the email to Insightly via the sidebar. I recently had my boss ask me if there was a way and I found this. If you click on the more options icon (little down arrow) to the right hand side of the trash in the draft for Gmail you will come across request read receipt. If you are a Google Apps for Work subscriber you might have to change the organization settings to allow it. If you need more info on that ask me and I can get it. Then if you click the Insightly icon next to the send button it will send the email to Insightly as well as the person and you will get a read receipt for the email. I don't know if outlook has an option like this but I know Gmail does.
Hope that helps you!
Monique Bowler
This would be so useful. Currently use the free feature in Hubspot but you only get 200 notifications. It is so useful and drives people to use CRM more.
This would be so useful. Currently use the free feature in Hubspot but you only get 200 notifications. It is so useful and drives people to use CRM more.
Hello,
is there a way to see track email opens & links clicked - all in one bulk/list - in Insightly? Or do I have to go through sent mails one by one to see who opened?
Thanks
Any update on this?
We've been using Insightly for a number of months, but are frustrated with the lack of email tracking.
We're very likely to switch CRMs since this basic feature is missing and apparently has been for a few years.
Also interested in this. Any updates?
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