Submit a request

How can we help?

Articles in this section

Login & access troubleshooting

Updated

Common access problems and where to find the settings that fix them.

On this page:

Can’t log in after upgrading

Sign-in failures with Google Workspace after an upgrade are usually resolved by uninstalling and reinstalling the Insightly app from Google Workspace apps, which refreshes the connection and directs you to the correct URL.

To uninstall:

  1. Open Gmail, click the Workspace settings gear icon, and select Manage This Domain.
  2. Select Apps.
Google Admin Console Apps Settings Navigation — The Google Admin Console home screen displays management options including Users, Company Profile, Billing, Apps, Support, Device Management, and Security. A tooltip highlights the Apps section labeled “NEW!” with the prompt “Manage apps and their settings,” indicating where administrators should navigate to configure app integrations.

Google Admin Console Apps Settings Navigation

  1. Select Marketplace Apps.
Google Apps Settings Dashboard Overview — The Apps Settings page in Google Admin shows three categories: 7 Google Apps (Gmail, Calendar, Drive), 14 Additional Google services (blogging, photos, video), and 2 Marketplace apps for third-party integrations. The Marketplace apps tile is highlighted, indicating the user is navigating to manage third-party app connections relevant to Insightly CRM.

Google Apps Settings Dashboard Overview

  1. Select Insightly, then click the trash can icon to remove it.
Google Marketplace Apps Admin Panel View — This screenshot shows the Google Admin Console’s Marketplace apps page, listing two Insightly-related apps (Insightly and InsightlyDev OAuth2) both set to “On for everyone.” This would be relevant to admins verifying that Insightly’s Google Workspace integration is properly enabled for their organization.

Google Marketplace Apps Admin Panel View

Insightly App Settings Page in Google Marketplace — This screenshot shows the Google Marketplace settings page for the Insightly CRM app, displaying its status as “ON for everyone” with data access marked as “Granted.” A user navigating this page can manage app permissions or remove the app using the trash icon highlighted in the top-right corner.

Insightly App Settings Page in Google Marketplace

To reinstall:

  1. Open Gmail, click the Workspace settings gear icon, select Manage This Domain, then Apps again.
  2. Click the plus icon in the upper right to add a Marketplace app.
Adding Marketplace Apps in Google Admin Console — This screenshot shows the Google Admin Marketplace Apps page with the “Add Marketplace apps” button highlighted in the top right corner. Users would click this “+” button to install new third-party apps, such as Insightly CRM, into their Google Workspace environment.

Adding Marketplace Apps in Google Admin Console

  1. Search for Insightly in the Marketplace search bar.
Searching for Insightly in Google Apps Marketplace — The Google Apps Marketplace dialog is open with “Insightly” typed into the search bar, highlighted by a red box. This shows users how to locate the Insightly app within the marketplace in order to install or connect it with their Google account.

Searching for Insightly in Google Apps Marketplace

  1. Find Insightly in the results and click Install App.
  2. Back in the Admin console, select Security.
Google Admin Console Security Settings — The Google Admin Console is shown with a tooltip highlighting the Security tile and a “Configure security settings” button. This helps users locate where to manage security features within their Google Workspace account, which is likely a required step in the Insightly setup or integration process.

Google Admin Console Security Settings

  1. Select API Reference, and check the box to Enable API access.
Enabling API Access in Google Security Settings — This screenshot shows the Google Apps Admin Security panel with the “Enable API access” checkbox highlighted in a red box under the API reference section. Enabling this setting is required to allow Insightly CRM to connect and communicate with your Google Apps account.

Enabling API Access in Google Security Settings

Once reinstalled, log in at login.insightly.com. Bookmarking this link avoids the redirect issue that caused the original sign-in failure.

Insightly won’t keep me logged in

Insightly automatically logs users out after two hours of inactivity. Multiple tabs (instances) of Insightly count as one instance for this purpose, so if you have several tabs open, activity in any one tab keeps you logged in across all of them.

This behavior can also be affected by settings on your computer and network, including the browser’s cookie settings, privacy settings, firewalls, and security software that may delete cookies automatically.

Gmail emails not forwarding to Insightly

If you have added Gmail to your SMTP email account settings and expect received emails to forward automatically to Insightly, this does not create email sync. To save emails you receive in Gmail to Insightly, use your mailbox address or the Gmail add-on.

Finding your SMTP server information

SMTP settings are best configured by your email administrator. If you run into issues, reach out to your email provider or your IT support team for your SMTP server information.

Related to

Related articles

Powered by Zendesk