5 min read

Feature

With the Gmail Integration, you can transform emails into action items, automatically align everyone on your team, and stay seamlessly connected.

Note: If you want to use Gmail with monday CRM, visit the Emails & Activities on monday.com article.

Before you get started

This integration requires you to agree to give monday.com permission to access and retrieve data from your Gmail account. You will have the opportunity to accept or deny these permissions while setting up the integration. If you deny the connection, you will not be able to set up the integration.

Additionally, you must have permission to add automations and integrations to your workspace and to your board to set up this integration. If you don't have permission, reach out to your teammate(s) who manage the workspace or the board to request it.

Using the Gmail integration

To add the Integration, go to the board you want to create an Integration on and click on the Integrate button, located on the upper right of your board. Gmail integration banner. Once you click on the Gmail banner, you will find the templates available for this integration:

Then you can select the template you wish to create! Using any of the templates, you can customize the email that you send via the integration. You can type in values or auto-populate the email using fields from your item.

Next, you will be asked to connect your Gmail and monday.com accounts. 

Connect your account

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

Next, choose the email account you want to connect to monday. You have successfully connected your account to Gmail. Now you can get busy building templates to communicate efficiently with your team! 

If you are experiencing any connectivity issues, make sure to check out our Gmail connection error article.

Supported files

If you receive an email with a file using one of the following templates, that file will pull into the updates section.

It's also possible to send files from the Files column. If the file in the File Column is from a drive like Google Drive or OneDrive, it will be sent as a URL to anyone.

If the file in the File Column was uploaded from someone’s computer, the file will also send as a URL to anyone. However, unless the person receiving the email is a member of your monday.com account and logged into the account, they won’t be able to download that file.

Note: Emails sent through monday.com have a size limit of 256 KB, including the body and attachments. Exceeding this limit could lead to delivery issues.

Supporting multiple email addresses 

The Gmail integration supports multiple emails. You can define multiple emails in a Text Column separated by ";" and the email will be sent to each of those emails separately.

For example, for the follwing template, choose the Email (column) option from the "someone" menu and then choose a Text column:

You can define the values (the email addresses) of the Text column like this: example@monday.com ; example.monday@gmail.com

And the integration will send an email to both example@monday.com & example.monday@gmail.com.

Note: This will only work when sending out emails and does not work when receiving emails to the updates section of an item.

Unsync your account

If you no longer need the Gmail Integration, follow these steps: 

Navigate to your Google Account Security settings and then scroll down to Your connections to third-party apps & services.

Click on See all connections, and from there select the monday.com option. Scroll all the way down and click on Delete all connections you have with monday.com to unsync your account.

Change the sender

If your name isn't displayed correctly in the outgoing emails sent through the Gmail integration, you can quickly fix this in a few steps.

Log in to your Gmail account and then click on the See all settings button located on the right of your screen:

Next, click on Accounts and then edit info:

Once the popup comes up, add your preferred name in the empty box. Then, make sure to select the box and click Save Changes.

Add your signature 

You can add your signature to all emails triggered from monday.com by the Gmail integration. To do so, click on the See all settings in your Gmail account. Next, select General and add your signature as shown below: 

Connection limitations

Make sure to check out the Gmail connection limitations article so you are fully up to date on daily usage limits due to Gmail's API limitations.

Troubleshooting

Take a look at the Gmail Integration troubleshooting article to learn about common issues and troubleshooting steps.