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Insightly Sidebar

Insightly Inc.

Access CRM information right from your inbox by integrating Insightly CRM with your Outlook

Insightly Sidebar for Outlook add-in is a fast and efficient way to organize and manage communications, tasks, scheduling and more directly from your Outlook inbox. All critical sales and business info – leads, contacts, emails, events, projects, tasks, opportunities – can be quickly searched and updated with the most current information giving you the information you need to cultivate relationships and satisfy customers.

Insightly Sidebar for Outlook features:

  • Get visibility. View Insightly CRM information right from Outlook -- search and find contacts, leads, opportunities, and projects associated to emails without switching between your inbox and Insightly.
  • Stay up to date. Easily save email communications into Insightly CRM right from Outlook with one click. Create or update information by adding notes, creating tasks, adding new contacts and more.
  • Link your information. Create links from contacts to leads, from attachment to opportunities, or however you’d like from inside Outlook to save be saved in Insightly CRM.
  • Automate your emails. Pull in Insightly email templates to help save time when crafting responses.
  • Sync your calendar. Share your Outlook calendar with Insightly and vice versa by syncing events and tasks to keep appointments and tasks updated.

Insightly Sidebar for Outlook requires an Insightly account.

Set up directions: https://support.insight.ly/hc/en-us/articles/204061424-How-to-install-the-Insightly-Sidebar-for-Outlook

Supported browsers: IE 11, Edge, Chrome, Firefox, and Safari.

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Mengirimkan data melalui Internet
  • Add-in ini dapat membaca atau mengubah konten item apa pun di kotak surat, dan membuat item baru. Add-in dapat mengakses informasi pribadi -- seperti isi pesan, subjek, pengirim, penerima, atau lampiran -- di item pesan atau kalender. Add-in dapat mengirimkan data ini ke layanan pihak ketiga.
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