Insightly
Email to Insightly,
the easy way
ForwardThis is the simple tool that connects your email to Insightly. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Insightly
Create a free account and connect Insightly. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Site visit before we sign
Add Aisha as a contact at Harrowbridge Ltd, log this on her record, and create a task to book the site visit by Friday.
---------- Forwarded message ----------
Morning - we'd like someone to come and look at the second floor before we sign anything. Any chance later this week, or early next?
Created Aisha Bello
Harrowbridge Ltd · aisha@harrowbridgeltd.co.uk
Task: Book the Harrowbridge site visit
Due Friday 28 Aug · Not Started
Undo available for 24 hours if something does not look right.
Some other examples
- “Log this on the Harrowbridge Ltd organisation record.”
- “Which opportunities are open with Harrowbridge?”
- “Mark the Harrowbridge site visit task complete.”
Everything ForwardThis can do in Insightly
Look up a contact
Look up a contact
Create contact
Create a contact
Update contact
Update a contact
Look up records
Find CRM records
Read a record
Read one record
Add CRM record
Add an organisation, opportunity, lead or project
Update CRM record
Update an organisation, opportunity, lead or project
Link records
Link a contact to an organisation, opportunity or project
Change tags
Tag or untag a record
Attach file
Attach the email's file to a record
Create calendar event
Add a calendar event
Look up tasks
Find tasks
Create task
Create a task
Update task
Update a task
Add note
Add a note to a record
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Insightly?
- Forward the email to your ForwardThis address with a line saying what should happen, like "add Aisha as a contact at Harrowbridge Ltd and create a task to book the site visit by Friday". ForwardThis does both and replies to confirm. The first time, you'll need a free account with Insightly connected, which takes about 30 seconds - that's the entire Insightly email integration.
- Can it move an opportunity along the pipeline or convert a lead?
- No. Moving an opportunity to the next stage is a sales judgement and a change to the forecast, so it stays with you. Converting a lead is out as well: it creates three linked records in one go and there is no clean way to unpick that afterwards. It will not generate a merge document either, because Insightly emails those out. What it will do is find your organisations, opportunities, leads and projects, and add a note to any of them.
- Can it create a task from an email?
- Yes. Give it a title, a due date and any details you want carried over, and the task starts as Not Started unless your email says otherwise. It can also list tasks by status, change a task's title, due date or details later, and mark one complete.
- What if the person isn't in Insightly yet?
- Say so and it creates them, from a first and last name plus whatever the email supplies: email address, phone, job title, postal address. If they are already there, it changes the fields you name and leaves everything else on the record exactly as it was.
- What if it updates the wrong contact?
- The confirmation email includes an undo that works for 24 hours. A change puts the record back the way it was in full, and something it created is removed. If anyone has edited that record since, it stops and tells you instead of overwriting their work.