Gmail Integration

 

Now you can integrate your Gmail inbox with monday.com and send emails directly from monday.com and  send updates and create pulses directly from your inbox. 

Connect your inbox with your workflows. Transform emails into action items, and automatically align everyone to stay seamlessly connected. 

How to add it to your workflow?

Step 1

To add an 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" as below: 

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Step 2

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

  • When an email is received, create a pulse in a group
  • When a status changes to something, send email with subject to someone
  • When date arrives and status is something, send email to someone
  • When a column changes, send email with subject to someone 
  • When a new pulse is created, send email with subject to someone 
  • Every certain days, send email with subject to someone 
  • When an email with this address is received, add it as an update
  • When date arrives and status is not something, send email to someone

Select the integration you wish to create! 

Step 3

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

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Then choose the email account you want to associate with monday.com

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

So how does it work?

Once you've chosen one of the seven recipes and authorized monday.com to integrate with Gmail, 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. 

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

Use case 2: When an email is received, create a pulse 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 pulse in a board:

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Or you can have filter the conditions that must be met to create a pulse:

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What's next?

Stay tuned we are working on new Gmail integration recipes! Don'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 Slack 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