Insightly
Log emails in Insightly
Log any customer email on the right Insightly record in seconds - without leaving your inbox. No complex setup. No apps to install. Compatible with every email provider.
David Ashworth
Enquiry - office refurbishment
Your instructions
Log this enquiry on the Bayford lead, and set a task to reply tomorrow.
Insightly
Log the enquiry as a note
The Bayford Interiors lead
Insightly
Set a task to reply
Due Wed 2 Sep
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the email to your ForwardThis address with some simple instructions, like "log this enquiry on the Bayford lead, and set a task to reply tomorrow".
The email lands as a note on the right record: a contact found by their email address, or an organisation, opportunity, lead or project found by name. As per your instructions, ForwardThis sets the follow-up task too, with its due date.
You receive a confirmation email containing what was logged and where, plus an undo button if something doesn't look right.
What is ForwardThis?
ForwardThis is an ops assistant for your inbox. It turns email into action, without the hassle. Compatible with over 145+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
145+ apps
Works across all the apps you already use every day. With more being added every month.
Setup in seconds
No complex setup, apps to install or workflows to build. Sign up, forward, done.
Secure & private
ForwardThis only acts on the emails you send it, and no data gets retained after actions have been completed.
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.
FAQs
- How do I log an email in Insightly?
- Forward the email to your ForwardThis address with some simple instructions, like "log this enquiry on the Bayford lead". ForwardThis adds it as a note on the record and replies to confirm. The first time, you will need a free ForwardThis account with Insightly connected - it takes about 30 seconds.
- Which records can it log against?
- A contact, found by their email address, or an organisation, opportunity, lead or project, found by name. If more than one record matches, ForwardThis asks which one rather than guessing.
- Can it log emails on a project after the deal closes?
- Yes, and this is where Insightly earns its keep: when a won opportunity becomes a delivery project, the customer keeps emailing. Forward those emails to the project by name and the delivery record stays as complete as the sales one did.
- What can the follow-up task look like?
- A title, a due date and details, taken from your instructions. Insightly tasks carry a proper status too, so "mark it in progress" or "set it as waiting" works - it starts as Not Started unless the email says otherwise.
- Can it move an opportunity to another pipeline stage?
- No. Moving a deal changes your pipeline and your forecast, and that judgement stays with you. ForwardThis logs the note and sets the task, and leaves the stage exactly where it is.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.
- What happens to my email afterwards?
- It gets deleted. ForwardThis holds your email briefly in case you press undo, then removes it completely. Nothing is stored long term.