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Integrations > Gmail

Looking for a CRM for Gmail? Insightly integrates with the tools you are already using, so you can stay focused on your business, not your technology. 90% of your customer communication takes place in your email inbox. Now you can extract valuable customer information buried deep within your Gmail inbox and leverage it for contact management and lead management tasks. Our Insightly Sidebar Chrome browser extension gives you easy access to your Insightly CRM account while you’re viewing your Gmail inbox.

One of the most widely used email services, Gmail, provides users with free and business email accounts as well as access to a suite of communication and productivity tools. Users can send and receive emails, organize messages, and utilize features like search, spam filtering, and integration with other Google services.

Why integrate Insightly and Gmail with AppConnect?

Looking for a CRM for Gmail? Now, you can extract valuable customer information buried deep within your Gmail inbox and leverage it for contact management and lead management tasks using an Insightly integration.

Use Cases: Integrating Insightly and Gmail with AppConnect

  • Add & view Gmail contacts Create new Insightly contacts or leads from inquiries you receive in your Gmail inbox. Easily view Insightly CRM information for an email contact or lead by clicking the Sidebar’s Insightly icon and pointing your mouse cursor to the email contact. The contact’s name will appear in the title of the Sidebar. Navigate through the other icons to view related records.
  • ‘Send & Save’ to Insightly With the click of a button, save messages from your inbox or sent folder to Insightly from Gmail. Keep track of sent customer emails by using clicking a ‘Send & Save to Insightly’ icon button to send the message and save it to Insightly in one step.
  • Manage CRM for Gmail on the go Our Android and iPhone-compatible mobile CRM app makes it easy to access your contacts, tasks, and projects whether you’re away from the office.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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