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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.

Tilläggsfunktioner
När det här tillägget används kan det
  • Skicka data via Internet
  • Det här tillägget kan läsa och ändra innehållet i vilket objekt som helst i din inkorg, och det kan skapa nya objekt. Det har tillgång till personlig information, t.ex. brödtext, ämne, avsändare, mottagare och bilagor, i alla meddelande- och kalenderobjekt. Det kan skicka dessa data till en tjänst från tredje part.
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