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 some of the most popular platforms that you and your team use.

Read on to learn more! 🔍

 

Overview

The monday CRM extension allows you to add new contacts and accounts from directly within 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. 
• Seamless integration: The extension works on popular platforms where your team is already spending time, 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. You can review details about the extension on the detail page.

Click Install Extension 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.

 

Use it with Gmail

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 logo to add the contact to monday CRM:

 

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