Gmail + Insightly Sidebar = Convenience and Time Savings

G Suite

The Insightly Sidebar Chrome Extension for Gmail delivers a seamless integration with Gmail, allowing users to save and access important emails or customer information in Insightly directly from their Gmail account. With the Insightly Sidebar, all the rich information about contacts, leads, opportunities, projects and other Insightly records can be accessed without the need to switch to a new tab in the browser, saving users time and effort. The extension can be used by Gmail users in the Chrome browser in conjunction with any Insightly plan. Gmail users without a G Suite account can also use the Insightly sidebar.

Download Sidebar from Chrome Store

With the Insightly Sidebar you can:

  • Save emails to Insightly
  • View selected contacts or create a new contact.
  • View your own Insightly task list.
  • View Insightly events, tasks, and emails for a selected contact.
  • View Insightly opportunities for a selected contact.
  • View projects for a selected contact.
  • Log in or out of the Insightly account from the Sidebar.

Create a Seamless Google CRM Extension with Access to G Suite and Google Drive

  • Google Calendar
  • Google Drive
  • Google Contacts

For online G Suite users on our paid plans, Insightly offers the ability to sync your Insightly contacts with your Google Contacts list, and sync Insightly Events, Tasks and Milestones to your Google calendar.

Search or browse your files in Google Drive from within Insightly, and link and attach any Google Doc or file to the relevant contact, organization, project or opportunity. You can even attach whole folders to items in Insightly with a click. And with 5GB free from Google with every account you have plenty of space to store, share, link, and collaborate.