Integrate your emails | monday sales CRM

[@user-zt9fm2rv8p]

Thank you for this detailed video..I would like to create template emails and then send it to the users by applying an automation. Is this possible??I know its possible to apply automations and send emails(which you can draft while applying an automation) but my question is can we send an email from the email templates??thanks...

[@antoniolatorre6047]

Is there a way to upload all the incoming emails from our customers to a specific lead? ....as a way to have in only one place all content related to a project of a customer

[@mondaydotcom]

Hey Antonio! I think we have the solution for you 😊 Have you heard of our Emails and Activities App? This App allows you to consolidate all emails into an item, specific to that lead. You can learn more about how it works, here -> support.monday.com/hc/en-us/articles/360019213180-Emails-Activities-on-monday-com

[@kainatashraf2526]

Do you have a solution for dropshippers? As in if we get an order and we want to create an automation that places the order to supplier as soon as we receive order.

[@mondaydotcom]

Hey there! We recommend checking out our list of integrations, or build your own through Make or Zapier! support.monday.com/hc/en-us/articles/360003445540-monday-com-Integrations developer.monday.com/apps/docs/quickstart-integration

[@syedmuhammadaliraza5800]

Please Share any Pricing details the user must know, If it is a third party integration or an added Feature of Monday. Will Really Appreciate the response.

[@mondaydotcom]

Hey Syed! The email integration is an included feature of our Sales CRM. You can check out the pricing for this here: monday.com/crm/pricing 🙌

[@michaelplesner]

Thank you for a great video. Maybe I missed it, but is there somehow that you can send an email to multiple contacts or groups of contacts without having to opening each item and sending the email ? We have 350 people living with us and we would like to send them all a message real fast.

[@mondaydotcom]

Hi Michael 👋 So glad you enjoyed the video! Whilst we don't have a specific mass email feature, you could set up an automation to send out an email when a status is changed, and then use the batch actions feature to change the status of multiple items at once! This would then trigger emails to be sent to the email addresses of those items 😊

[@brorepairs]

Ok, so I can't even get past the first minute because there is no email view

[@mondaydotcom]

Hey, Renee 👋 Sorry to hear this! We'd love our support team to take a look and get this resolved for you. Could you please shoot an email to [e-mail]?

[@EnergyPhotographic]

Hi, is there a wad of sending emails via our business email address. I have tried connecting to gmail but it only seems to send emails from the gmail email address.

[@mondaydotcom]

Hey there! Send us an email to [e-mail] - we're here to help!

[@OliviaFrancesMusic]

Hi! This video was helpful but I have two questions. 1) I do not see an Account board that is ready to go. How did you create an Account board? and 2) I connected my gmail and followed the steps listed in this video but my gmail emails are not automatically showing up in the emails & activities board. Why is this? Thank you.

[@mondaydotcom]

Sorry to hear you're having issues with getting this set up! We'd love to take a closer look. Could you please reach out to our team at [e-mail]? They'll be able to work with you on this!

[@OliviaFrancesMusic]

@@mondaydotcom Ok, thanks for your response! I just sent them an email.

[@mishasound]

Is it possible to setup a ticketing system with that?

[@mondaydotcom]

We'd love to hear more about your workflow! Send us an email to [e-mail].

[@itssam8381]

Hey there! So in the conversation bubble widget: Email and Activities.. is there a way to keep track of one specific email conversation? I'm seeing it track the entire account :(

[@mondaydotcom]

Hey Sam! You could keep track of one specific email conversation by using an automation recipe like the following: "When an email from this email column is received, add it as an update" or you could tinker with the "Never log" settings in the Emails & Activities app within Updates! Just click the settings gear icon when you're in Emails & Activities and you'll see the "Never log" options at the bottom. 😊

[@itssam8381]

@@mondaydotcom ok thanks! Is there a way to utilize this in subitems? I'd like to keep different conversations separate. So like if a chain of emails is coming through regarding one specific topic, can all of those be kept in the subitem?

[@itssam8381]

@@mondaydotcom so one of the integration automations is "when an activity is created in emails and Activities, create an Item in this board and connect it to the source item" and I'm wondering if instead of creating an item I can create a subitem

[@itssam8381]

@@mondaydotcom in the outlook integration there's an option "when an email from email is received, add it as an update" but there's not an option for adding it as an update when an email is sent, or adding it to a subitem instead..

[@mondaydotcom]

Subitems aren't supported just yet with this particular recipe but if you shoot us an email at [e-mail], we'd be happy to figure out a workaround together! 😊

[@johnquarto]

please speak slower. I had to put you on 75% speed to understand. KZbin is not charging you by the minute for the videos :)

[@mondaydotcom]

Thanks for your feedback! We'll let our team know.