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Insightly CRM and Zoho Mail Integration

"Manage & Update Insightly CRM Data within Zoho Mail"

Syncing Insightly CRM and Zoho Mail Two-way

Switching tabs to creating leads/contacts when receiving an inquiry/support email is a time intensive task for salespeople/support agents.No more manual exporting & importing of contact information. No more inaccurate or missing data.

By integrating the Insightly CRM with Zoho Mail makes it easier to pull out the customer information from the Insightly CRM and view the Insightly CRM info of the contacts and leads for the email in Zoho Mail,create new leads and contacts in Insightly CRM right from the inbox, update Insightly CRM info of contacts and leads for the email in Zoho Mail including creating deals and associating Notes, Tasks,Events and calls to the contact or lead,which gets automatically reflected in the respective contact or lead on the Insightly CRM - without having to switch tabs.

The Insightly CRM for Zoho Mail Extension saves time by avoiding the hassle of manually entering the details into the Insightly CRM and ensures nothing slips through the cracks.


Key Features:

  • Seamless two-way Insightly & Zoho Mail Integration.
  • Access,manage and update the Insightly CRM info within Zoho Mail.
  • Centralized view of customer information and email correspondence within Zoho Mail.
  • Able to create tasks,schedule events,set deadlines,and add notes for the particular contact/lead in Zoho Mail.

See how Insightly and Zoho Mail Integration Works.

This extension works based on the email address in Zoho Mail. If the sender email address in the Zoho Mail is already added as a contact or lead in the Insightly CRM database, then you can associate notes, tasks, events, and callbacks for the particular contact/lead, without leaving your mailbox (Zoho Mail).

Conversely,If the sender email address in the Zoho Mail is not available in the Insightly CRM database,you can create that email address as a contact/lead right from the Zoho Mail and then you can associate notes, tasks, events, and callbacks for the particular contact/lead, without navigating to the Insightly CRM.

Take a sneak peek view of how it works:

1.Create new leads or contacts contextually using the information from emails.

create new lead in insightly from zoho mail
create lead in insightly from zoho mail

1.Create new leads or contacts contextually using the information from emails.

2.Convert lead into a contact for the email you want without leaving the Zoho Mail Interface.

convert lead into contact from zoho mail

2.Convert lead into a contact for the email you want without leaving the Zoho Mail Interface.

convert lead into contact from zoho mail

3.Create tasks,schedule events, and add notes for the contact/lead you want,right from your inbox.

create task in insightly from zoho mail
create tasks in insightly from zoho mail

3.Create tasks,schedule events, and add notes for the contact/lead you want,right from your inbox.

4.View the tasks,events,and mails associated with particular contact/lead, while reading the mail.

view tasks,events from insightly inside zoho mail

4.View the tasks,events,and mails associated with particular contact/lead, while reading the mail.

view tasks,events from insightly inside zoho mail

5.Forward/Compose the sender email to any other module in Insightly CRM( such as Lead, contact, opportunity, project) record.

forward or compose email from zoho mail
forward or compose email from zoho mail

5.Forward/Compose the sender email to any other module in Insightly CRM( such as Lead,contact,opportunity,project) record.

Need any help in setting up the Insightly extension with Zoho Mail?

Our Zoho Integration Expert will help you to connect Insightly with Zoho Mail efficiently.We've got your back.



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