Answered

Can I forward a linkedIn message just to create an empty activity?

Hello guys,

 

I'm new to Insightly, and looking forward to learn and hopefully adopt this CRM. I have a question - many of my contacts reach out to me via LinkedIn, and I like to use their messaging too.

I know there's no direct connection... but it is possible to forward the mail from linkedIn (you have a new message from John Doe...) to insightly that will be attached to the right contact at my CRM?

Ron

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  • Just to explain - at least that way I'll know that I talked to this contact on that date, at LinkedIn, so I can then go to my linkedin and see the discussion....

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  • Hi Ron,

     

    Yes, you can forward the LinkedIn email to your Insightly Mailbox address. Emails that are saved to Insightly are automatically linked to all related contacts and organizations.

     

    For more information on how the Insightly Mailbox works, please take a look at our Help Center article - https://support.insight.ly/hc/en-us/articles/204061234-Using-your-Insightly-mailbox-address-to-save-emails 

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  • Hi,


    I tried that. But it doesn't work. The email is shown under my "emails" but it does not get "Attached" to the contact - Insightly does not recognize that... because the e-mails get sent from

     

    messaging-digest-noreply@linkedin.com

     

    And not from the contact e-mail.

     

    Is there any other solution?

    Ron

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