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Email Integration

You asked, we listened! Your email can now be integrated with monday.com ūüôƬ†
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. 

 

How to add it to your workflow?

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: 

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Step 2

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

2.pngSelect the integration you wish to create! 

 

Gmail integration

Connect you gmail account

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

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Choose the email account you want to associate with monday.com:

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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!¬†

 

How to unsync your Google Account from monday.com?

  • Go to https://myaccount.google.com/security
  • Scroll down and click ‚ÄėManage third-party access‚Äô
  • Click monday.com, and then click the blue ‚ÄėRemove Access‚Äô button
  • Recreate the integration with a new connection

 

Outlook integration

Connect you Outlook account

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

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

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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

 

 

Will my Outlook account integrate with monday.com?

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. Below is an example of an Outlook account that's not hosted by Outlook.

 

How to unsync your Outlook Account from monday.com?

Follow these steps to revoke third-party access from your Outlook account:
  • Head to¬†account.microsoft.com/account¬†and log into your account.
  • Click on the Privacy tab at the top of the page. You may need to verify your identity via an email code.
  • Scroll down to the Other privacy settings section.
  • Go to Apps and services > Apps and services that can access your data.
  • Review the list of apps and establish which you want to revoke.
  • Click on Edit below the corresponding app‚Äôs name.
  • Select Remove these permissions.
Also, if you're an admin you can remove from Here

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Why was my Outlook integration disabled?

Your Outlook integration will be disabled in one of two cases.

 

1. Using a Private account

Our Outlook integration can only be created using a work account and not a private account. If for some reason, you were able to connect to a private account you'll receive the following notification 

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Followed by the following error message in the integration tab 

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To reactivate the integration please recreate it using your work account. 

 

2. Your business account doesn't have an online exchange inbox

If your business account doesn't have an online exchange you will not be able to log in to https://outlook.office365.com/mail/inbox. If you have a business paying account that doesn't have an online exchange you'll see the following message: 

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To learn more about this scenario please check out this link. In your monday.com you'll receive the following notification:

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Followed by the following error message in the integration tab 

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Note: If you have any additional questions or need any additional clarifications please let us know at [email protected]. Please make sure to send us a screenshot of the error message you're seeing in both monday.com and¬†https://outlook.office365.com/mail/inbox.
 
 

Does the email integration support files?

Currently the email integration does not support files. That being said, if you want to send files to your monday.com account, we do have a work around. You can send a file to a board or to an item (in the updates section). Check out this article to learn the step by step process.  

 

Does the integration support multiple email addresses? 

YES! The email integration supports multiple emails!!¬†We have now added an increment that will serve¬†both Outlook and Gmail integrations where you can define multiple emails in a¬†Text Column separated by ";"¬†and the email will be sent to each of those emails separately ūüí•


For example in this recipe:

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Choose the Email (column) option from the resulting menu and then choose a text column:

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You can define the values (the email addresses) of the Text column as follows:¬†"¬†[email protected]¬†; [email protected]¬†"

The integration will send an email to both¬†[email protected]¬†&¬†[email protected]!

 

Note: If you experience any issues with the text column in your email integration - Please let us know at [email protected]¬†

 

Use Cases

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. 

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  • 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. 

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  • 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:

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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¬†[email protected]¬†