5 min read

Feature

There are multiple ways to send and receive emails with monday.com. Integrations allow you to use some of your favorite email hosts, while apps allow you a more hands-on experience within monday.com. While all emails are still sent out from your email client's server, these are great options for incorporating email into your workflow with monday.com!

Read on to learn more about your options and which one is right for you! 👇

In this article, we will cover: 

• The Gmail Integration
• The Outlook Integration
• The Emails & Activities app for monday CRM
• The Email to Board feature

Gmail Integration

If you're an avid Gmail user and you'd like to send emails based on board actions, this is the email method for you! This integration also works well if you would like to collect emails received to your email address on your monday.com board either as items or as updates to a single item.

Choose from the existing recipes to build a workflow that works for you. There are several recipes to choose from:

Tip: To learn more about the Gmail Integration, check out this article.

Outlook Integration

Prerequisites

• To connect Outlook to monday.com, the person connecting needs a Microsoft 365 license (for example, Microsoft 365 Business Premium). Not everyone in your monday.com account needs this license—only the user(s) who connect Outlook.

If you use Outlook regularly and you'd like to send emails based on board actions, this is the email method for you! This integration also works well if you would like to collect emails received to your email address on your monday.com board either as items or as updates to a single item.

Choose from the existing recipes to build a workflow that works for you. There are several recipes to choose from:

Tip: To learn more about the Outlook Integration, check out this article.

Emails & Activities

Who can use this feature:

only available for monday CRM users on the Standard, Pro, or Enterprise plan

Emails & Activities allows your team to manage hundreds of client or customer relationships from within monday.com. With this app, you can send and receive emails, create your own email templates, capture meeting notes, events, and more. All in one visually optimized timeline using the monday.com interface. Keeping your communication centralized means that your team will spend less time tracking down the details for every interaction. 

To get started, you will be asked to connect your Gmail or your Outlook account. Then you can use the app to send emails to whoever you'd like!

Email to Board

If you sometimes lose track of email correspondences that relate to the items on your board, this might be the solution for you. The Email to Board feature lets you forward emails from your Inbox straight to your monday.com boards in the form of new items or updates! Unlike the integrations and the app mentioned in this article, there is no limitation on the email host (Gmail or Outlook) for this feature. Any member or guest in your monday.com account as well as trusted colleagues outside of your account can send emails to boards or items.

To learn more about sending an email to a board or item, check out this article.