The monday CRM Account association setting was designed to take some of the manual work out of maintaining your Contacts and Accounts boards. Read on to learn more! 

 

What is it?

monday CRM Account association is a setting on your monday CRM account that automatically associates contacts on the Contacts board with an account on the Accounts board.

 

How it works

When you add or update the "Email" column on your Contacts board, monday CRM will use the email domain to search for a matching account on the Accounts board. For example, if you add a contact with the email address “example@monday.com”, monday CRM will search for an account with the domain “monday.com” on the Accounts board. 

Once the search is complete, there are two possible outcomes:

1. When a match is found, the account will automatically be linked in the "Accounts" column.
2. If a matching account is not found, a new account will be created on the Accounts board and linked in the "Accounts" column.

You can see this setting in action on your Contacts board. Take a look:

Interconnectivity

By automatically associating a contact with an account, you will immediately have access to all relevant information for your company's relationship with that account.

You can click on the account name in the "Accounts" column to open up a view that shows:

1. details on the account (to the right)
2. and a complete timeline of email exchanges and activity associated with the account (to the left) in Emails & Activities:

 

Turn account association on or off

This setting is automatically turned on for CRM accounts. You can turn off the setting, by visiting your CRM settings:

Selecting Item association from the menu on the left, and toggling the setting off:

 

Rules & permissions

Rules

The feature works based on a set of rules:

• Account association occurs when a new contact is added, whether from the board, a form, automation, or via API.
• If you import a large number of contacts at once, account association will only begin once the import has concluded. 
• Account association occurs when you first add a contact and their email address and any time you update the email address.
• If the account doesn't exist, an account will be created and linked to the contact. 
• Some domains are excluded from automatic association. Mainly, this includes domains that are commonly used for personal email addresses like gmail, yahoo, etc.

Permissions

• If a user does not have access or is not assigned edit permissions on the Accounts board and the domain does not have a matching account, a new account will not be created.
• If a user does not have permission to edit the "Accounts" column on the Contacts board, a new account will not be created on the Accounts board and no association will be made.

 

Future improvements

We're working to improve this feature to better serve monday CRM users. You can look forward to:

• Additional settings. We're working on creating additional settings to allow your team to customize how Account association works.
• Increased availability. For now, Account association will only work on your original entity boards, Contacts and Accounts. These boards were built into monday CRM when you first opened the account. This is also true for the "Accounts" entity column on your Contacts board. If you have removed your Contacts board, Accounts board, or "Accounts" column, this setting will not work for you. This is true even if you add a new "Accounts" column to your board. We're looking into improving this setting for those who have opted for a custom buildout of their monday CRM account.

 

Your feedback

As we continue to improve Account association on monday CRM, we would love to take your feedback into consideration! Please fill out this form to let us know how Account association is working for you. If you're open to hearing from us with follow up questions, you can include your email address in the last field on this form:

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.