Insightly gmail plugin
The Insightly Gmail plugin!
The Insightly Gmail plugin is a powerful tool that allows you to integrate your Gmail account with Insightly, a popular project management and customer relationship management (CRM) platform. With this plugin, you can:
- Track emails as tasks: Convert your Gmail emails into tasks in Insightly, making it easy to manage your projects and workflows.
- Create new contacts: Automatically create new contacts in Insightly from your Gmail emails, ensuring that your contact list is always up-to-date.
- Add attachments: Attach files from your Gmail emails to Insightly tasks, making it easy to access and share files with your team.
- Set reminders: Set reminders for tasks and emails in Insightly, ensuring that you never miss a deadline or important follow-up.
- Integrate with other Insightly features: The plugin integrates seamlessly with other Insightly features, such as projects, pipelines, and custom fields.
To get started with the Insightly Gmail plugin, follow these steps:
- Sign up for Insightly: If you haven't already, sign up for an Insightly account.
- Install the plugin: Go to the Google Workspace Marketplace and install the Insightly Gmail plugin.
- Connect your accounts: Connect your Gmail account to Insightly by following the prompts in the plugin.
- Configure the plugin: Customize the plugin settings to suit your needs, such as setting up filters and labels for emails.
Some benefits of using the Insightly Gmail plugin include:
- Improved organization: Keep your emails and tasks organized in one place, reducing clutter and increasing productivity.
- Enhanced collaboration: Share tasks and files with your team, making it easy to collaborate and work together.
- Increased visibility: Get a clear overview of your projects and workflows, ensuring that you're always on top of your tasks and deadlines.
Overall, the Insightly Gmail plugin is a powerful tool that can help you streamline your workflow, increase productivity, and improve collaboration with your team.