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. With Insightly Sidebar, you can:
Save emails to Insightly.
Find Insightly records by type.
View Insightly events, tasks, and emails for a selected contact.
View projects for a selected contact.
Log in or out of the Insightly account from the Sidebar.
View selected contacts or create a new contact.
View your own Insightly task list.
View Insightly opportunities for a selected contact.
View links to Insightly Support articles and feedback pages.