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Build better customer relationships right in your inbox with the Insightly CRM Sidebar for Gmail.
Works with:
55,375
Overview
CRM is where relationships happen. Email is where business happens. Bring the two together to save time, work smarter, and build better relationships with your customers.

With just a click, the Insightly Add-On allows you to save emails to your CRM and link them to the relevant people, deals, or projects. You can also create new leads and opportunities without leaving your inbox, and insert prebuilt email templates to save time and stay on message.

The Insightly Add-On works on any browser and device, as long as you’ve got an Insightly account. If you don’t have an Insightly account, sign up free at accounts.insightly.com.
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Insightly CRM Sidebar will ask for the permissions shown below. Learn more
Insightly CRM Sidebar will need access to your Google account
This will allow Insightly CRM Sidebar to :
Manage drafts and send emails when you interact with the add-on
View your email messages when the add-on is running
Run as a Gmail add-on
See and download your contacts
Connect to an external service
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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Dalene Lane
October 20, 2018
I WONDERED WHERE THE SIDE BAR WENT AND MY ABILITY TO SAVE EMAILS sucks now or is non-existent. I want it back the way it was
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Maria Bianchi
April 16, 2019
Insightly seems to have removed almost all functionality from the new integration - I can no longer send emails from it, or search contacts from me email, like I could using the old tool. As a result, Insightly as a whole is tremendously less useful to me than it used to be.
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A User of Insightly CRM Sidebar
December 7, 2018
Keeps interfering with my ability to send emails. I am extremely frustrated. It will work for a while and then just stop - I can receive emails but can't send anything and have to remove it again. If not fixed we will have to switch.
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Kathryn DeSilva
October 28, 2019
Doesn't work well
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A User of Insightly CRM Sidebar
July 20, 2018
Contacts is just one part of Insightly but it is all this add-on seems to know about. Creating new tasks from Email is far more common (and important) to me than creating new contacts. I do not see any way to do that with this add on. Give me the old Insightly Gadget anytime!
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Brandon Williams
November 15, 2019
Good.
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Todd Larner
May 10, 2018
Love the ~concept~ of the add-in. However, you can not save emails to projects, create to-do's, create projects, etc. This is a HUGE loss in functionality for people like me who leverage that ability and created a personal workflow around it. Any chance that this functionality will return soon?
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Benjamin Barrass
September 27, 2018
Not great, was better before "upgrade"?!?
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A User of Insightly CRM Sidebar
August 29, 2019
It was working and I made good use of the app but it stopped working. So I reinstalled and it created an error. Disappointing.
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A User of Insightly CRM Sidebar
November 6, 2019
I need it to work so badly - but it really doesnt
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