Who can use this feature

Available on monday CRM

The monday CRM Chrome extension makes it easy to capture leads and contacts from Gmail. The extension streamlines the lead-capturing process by seamlessly integrating with your Gmail inbox.

Read on to learn more! 🔍

Overview

The monday CRM extension allows you to add new contacts and accounts directly from Gmail. The extension will make suggestions so that you can add to monday CRM without switching tools.

This extension offers CRM teams several key benefits:

• Save time: Using the extension eliminates the need to manually enter new contacts and their details into monday CRM. You can view and update deals, access contact info, and log activities directly from the inbox.
• Seamless integration and richer customer history: The extension automatically associates emails with contacts, accounts, and deals from your monday CRM. It integrates with your Gmail inbox, making transitions between tools seamless.
• Simplified workflow: Sales reps can focus more on relationship-building and less on administrative, record-keeping tasks.
• Data centralization: Ensures all lead data is stored and managed in monday CRM.

Install the extension

To get started, head to the Chrome Web Store. Search "monday CRM" to find the extension. Click Add to Chrome to add the extension to your browser:

Once you install the extension, the extension will connect with the monday CRM account that you're logged into in Chrome. This is the same account where new contacts will be saved. If no account is found, you will be directed to Log in when you click on the extension:

That's it! You're ready to use the extension. Launch the extension at any time to browse entries in your monday CRM.

Create a new contact or account

To use the extension with Gmail, head over to Gmail and open any email. You will see the monday CRM logo next to the name of the person or group who sent the email. 

Click on the monday CRM logo:

On the left, your extension will open. Contact will open by default, but you can choose to set up a new Contact or a new Account:

Choose Account or Contact from the dropdown menu:

Then add details for your new entry:

Click Save to CRM to finish setting up the new entry on your monday CRM:

Click Open in CRM to open your entry in your monday CRM:

Associate an account

To associate an account, click Associate with account. Search for the account, tick the box to the left of its name, and click Add:

Next time you click on the monday CRM icon next to your contact's name, you will see all of the associated account's details under the Info tab.

These changes will be reflected in your monday CRM:

Associate a deal

To associate a deal, click on the Deals tab and click Associate with deal:

To add another deal, click the Associate more deals button:

Add notes

To add a note to your contact, click Create note. Type in your note and click Save:

The note will be added to your Emails & Activities timeline for the contact:

Settings

To adjust your extension's settings, click the three-dot menu at the top right and select Settings:

From here, you can select where you want to save your contacts and account. You can choose the Workplace, the board for new contacts under the People dropdown, and the board to use for accounts under the Accounts dropdown: