There are several ways to send and receive email using monday.com. Integrations allow you to use some of your favorite email providers, while apps give you a more direct experience working within monday.com. All emails are still sent from your email server, but these are great options for integrating email into your work with monday.com!
Read on to learn more about your options and which one is right for you!
In this article we will discuss:
- Integration with Gmail
- Integration with Outlook
- Emails and Activities app
- Email feature for the board
Integration with Gmail
If you’re an avid Gmail user and want to send emails based on board actions, this is the method for you! This integration is also suitable if you want to collect emails received to your email address in a monday.com board, both as items and as updates to a single item.
Choose from the available recipes to build a workflow that works for you. There are several recipes to choose from:
Integration with Outlook
If you use Outlook regularly and want to send emails based on actions in your calendar, this is the method for you! This integration also works well if you want to collect emails received to your email address in your monday.com calendar, both as items and 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:
Emails and activities
The Emails & Activities app lets your team manage hundreds of customer relationships from within monday.com. With this app, you can send and receive emails, create your own email templates, record meeting notes, events, and more. All in one optimized time, with monday.com’s user-friendly interface. Maintaining centralized communications will help your team save time tracking down details of each interaction.
To get started, you’ll be asked to connect your Gmail or Outlook account. You can then use the app to send emails to anyone you want!
Email to the board
If you Sometimes you lose track of email correspondence related to items on your board, this could be the solution for you. The Email to Board feature allows you to forward emails from your inbox directly to your boards on monday.com in the form of new items or updates! Unlike the integrations and apps mentioned in this article, there is no email provider (Gmail or Outlook) restriction for this feature. Any member or guest on your monday.com account as well as trusted colleagues outside of your account can send emails to boards or items.
To learn more about how to send an email to a board or item, check out this article .
If you have any questions, feel free to contact our team here . We are available 24/7 and will be happy to help.
