Insightly is one of the most popular SaaS-based CRM software solutions for small and mid-sized businesses. With our Zoho Mail add-on, you can convert email contacts into leads, view and update contact information for emails, and add notes, tasks, and events associated with the contact from the eWidget. These changes will automatically be reflected in the respective fields in Insightly CRM.
If the sender's email address in Zoho Mail is not available in your Insightly account, you can add the sender details available in the email as leads or contacts in Insightly CRM, right from the inbox, without having to switch tabs. Access, manage, and update your Insightly CRM info within Zoho Mail via our eWidget.