Email Integration

You asked, we listened! Outlook can now be integrated with monday.com ūüôĆ

Are you looking to connect your inbox with your monday.com workflows? With the Gmail and Outlook integration you can transform emails into action items, and automatically align everyone to stay seamlessly connected. 

Where can I locate the integration?

Step 1

To add the Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 
 
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From there, select "Gmail" or "Outlook" as below: 

 

Step 2

Once you click on the "Gmail" or "Outlook" integration banner you will find the 8 recipes our integration offers:

  • When an email is received, create an item in a group
  • When a status changes to something, send email¬†to someone
  • When a column changes, send email¬†to someone¬†
  • When a new item is created, send an email to someone¬†
  • Every time period, send email¬†to someone¬†
  • When an email with this email column is received, add it as an update
  • When status changes from something to something else, send an email to someone
  • When date arrives and status is¬†something, send an¬†email to someone

Select the integration you wish to create! 

Gmail integration

Once you click on one of the recipes you will be asked to connect your monday.com account with your Gmail account : 

Screen_Shot_2019-01-13_at_21.13.39.png

Choose the email account you want to associate with monday.com:Screen_Shot_2019-01-13_at_21.14.26.png 

Woohoo! It's that easy¬†ūüėÄ You have successfully connected your account to Gmail. Now you can get busy building recipes to communicate efficiently with your team!¬†

Outlook integration

Once you click on one of the recipes you will be asked to connect your monday.com account with your Outlook account:

 

After choosing your Outlook account, a permissions screen will appear. In order to continue with the set up click "accept:"

You have successfully connected your account to Outlook. Now you can get busy building recipes to communicate efficiently with your team! 

 Note: To add the Outlook integration, you will need Outlook as your email host. 

How do I know if my Outlook account will integrate? In Outlook, click account preferences and locate the email provider icon on the top of the Account's screen. if there's an Outlook icon, then the email account will integrate with monday.com. 

Example of an Outlook account that's not hosted by Outlook.

So how does it work?

Once you've chosen one of the seven recipes and authorized monday.com to integrate with Gmail/ Outlook, you will arrive to the integration window. This is where you will be able to set up your automation. You can customize the email message and the frequency, as well as the action of the email. 

Screen_Shot_2019-01-13_at_21.15.52.png

 

Use case 1: Every certain days, send email with subject to someone 

This can be a great way to stay on top of recurring weekly tasks or to have continuous follow-up with prospective clients.

First begin by choosing day and time you want the email to be sent. You can then customize the subject line, and email message they receive as well as who receives this. 

Screen_Shot_2019-01-13_at_21.16.42.pngsomeone or a private channel.  

Use case 2: When an email is received, create an item in a group

This can be a great way to update all your important client emails and inquiries straight into monday! No more copy paste and never miss an important email.  

 

You can choose to have any email create a new item in a board:

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Or you can have filter the conditions that must be met to create an item:

Screen_Shot_2019-01-13_at_21.23.56.png

What's next?

Stay tuned we are working on new Gmail and Outlook integration recipes! Didn't find what you are looking for? Send us your ideas at support@monday.com! 

Note: Want to check out more use cases for the Gmail integration? Check it out here !

 

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at support@monday.com