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Outlook Integration

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

 

Important Note:  This integration works only if you have a Microsoft online exchange inbox and not on Premise. To confirm this please visit this site outlook.office365.com, if you're able to connect this means you have an online exchange account, if you're unable to connect and receive an error message this means you don't have an online exchange account and you won't be able to use this integration. 

 

Add it to your workflow

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 "Outlook" as below: 

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

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Then you can simply select the integration you wish to create! Next, you will be asked to connect your Outlook and monday.com accounts. 

 

Connect you Outlook account 

Note: To add the Outlook integration, you will need Outlook as your email host. To confirm this please visit this site, enter your email domain and check the "MX" for the domain. If it says .outlook next to "MX," this means the email address is hosted by Outlook so you should be able to use the Outlook integration. 

 

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

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

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

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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.

 

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 💥


For example in this recipe:

 

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]!

 

 

How to unsync my Outlook from monday.com?

Follow these steps to revoke third-party access from your Outlook account:

 

Help - My integration is not working

Option 1 - Refreshing your automation

If your integration is not working, you can recreate the integration with a new connection. To do so, click on the integration button located on the upper right of your screen. Once in the center, select "board integration" as below: 

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Next, click on the plug icon next to one of your Outlook integration. 

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You can then select "use another account". This should solve the issue!

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Note:  This step is very important, you have to choose 'use another account' as this action will refresh the connection. Please note that you can use the same login credentials when choosing this option so don't worry :)  

 

Option 2 -  Unsync the integration

 

Note: This option will only be helpful if someone has changed something with the authorization settings in Outlook.  If this is the case, then you can unsync the integration by following the below steps.

 

  • 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’s name.
  • Select Remove these permissions.

    Go back to your board and click on the integration button located on the upper right of your screen. Once in the center, select "board integration" as below: 

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    Next, click on the plug icon next to one of your gmail integration. 

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    Next, click on use another account as below: 

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    Note:  This step is very important, you have to choose 'use another account' as this action will refresh the connection. Please note that you can use the same login credentials when choosing this option so don't worry :)  

       

Option 3 -  Reach out to us :)

If none of the below options work out, please feel free to reach out to us at [email protected] Let us know that you have already tried both of the options. We would be more than happy to assist! :)

 

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.

 

If you have any questions, feel free to contact us at [email protected] and our awesome support team will be more than happy to help you!