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Gmail + Insightly

Create and send emails for new Insightly records with Gmail

Stay on top of your new Insightly records with this seamless workflow. Whenever a new record is added in Insightly, an email will be instantly sent through Gmail to keep you informed about the latest updates. Save time and ensure efficient communication by automating this process.

Stay on top of your new Insightly records with this seamless workflow. Whenever a new record is added in Insightly, an email will be instantly sent through Gmail to keep you informed about the latest updates. Save time and ensure efficient communication by automating this process.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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