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How to install the Insightly Sidebar for Outlook

How to install the Insightly CRM Sidebar for Gmail How to create Xero invoice drafts from opportunities or projects How to create Xero invoice drafts from contacts and organizations How to create records from the Sidebar in Outlook

How to compose and save an email with the Insightly CRM Sidebar for Gmail How to add a contact or lead from the Insightly CRM Sidebar for Gmail Google integrations available in Insightly The Settings tab is also where you can upgrade your storage to another plan.Changing Google Calendar notifications for Insightly itemsĬhatbot Overview: The Insightly AssistantĬommunicating with the Insightly AssistantĬonfigure a connector to send mail using Microsoft 365 or Office 365 SMTP relayĬonfiguring the connection between Insightly and SlackĬonnecting Insightly to QuickBooks OnlineĬreating PandaDoc documents from Insightlyĭeleting your Insightly calendar from Google CalendarĮrror: Insightly does not have sufficient permissions to access Google Apps

Finally, you can configure Google Drive to automatically launch when you log in to your Mac, show file sync status, and display confirmation messages when removing shared items from Google Drive.

Settings: Allows you to configure network settings if needed and control bandwidth, which is handy if you're using a slow connection or one that has data rate caps.

You can reconnect by signing back into your Google account. Once disconnected, the files within your Mac's Google Drive folder remain on your Mac but are no longer synced with the online data in Google's cloud.

Google Drive: Lets you disconnect the Google Drive folder for your Google account.

The default is to have everything in the folder automatically synced, but if you prefer, you can specify only certain folders to be synced.

My Mac: Allows you to specify which folders within the Google Drive folder are automatically synced to the cloud.

The Google Drive Preferences window opens, displaying a three-tab interface.