Gmail + Insightly Integration

Sales reps often miss important follow-ups with leads because it's hard to track every email. Connecting Gmail with Insightly helps them streamline lead management by automatically creating tasks or updating CRM details when new emails arrive in their inbox.

Support agents struggle to log customer interactions from their inbox into Insightly, leading to incomplete customer histories. This automation helps bridge gaps by logging customer emails directly into Insightly.

Project managers often need to ensure emails relevant to project updates are captured in project management tools. This integration helps by automatically updating project details or tasks in Insightly when emails are received.

Entrepreneurs juggling multiple email conversations find it tough to manually log client communications into Insightly, disrupting their client relationship management efforts.

Marketing teams often miss out on actionable insights from prospects' emails because they can't efficiently transfer email content into Insightly for analysis and follow-up.