monday CRM

Topic	Replies	Views	Activity
About the monday CRM category	2	2207	August 15, 2022
Ability to 'reply' to the email thread within Mobile App email , newfeature , emails-and-activities , feature-requests	1	2	July 21, 2025
Help with CRM Security, Permissions and Duplicates for a Global Sales Team Hierarchy permissions , question , security , enterprise	0	5	July 17, 2025
Digital Marketing Agencies: Campaign Performance + Workflow Automations	3	1341	July 14, 2025
Sharing between CRM and Work Management integrations , automations , connect-boards , crm , boards , link-items , mirror , recipe	2	155	July 9, 2025
Selective automatic contact creation automations , email	2	15	July 8, 2025
Add activity by emailing to someone other than contacts in the account activity-log	1	8	July 8, 2025
Is there a way to create a mail with content based on missing columns automations , crm , email , question	3	16	July 7, 2025
Merging duplicates without losing data	6	61	July 7, 2025
Exclude specific users from viewing a board	3	12	July 2, 2025
Embedded workforms and Monday.com CSP question , workforms	1	7	July 2, 2025
Issue Accessing Features Despite Being on Pro Plan my-work , question	2	15	July 1, 2025
CRM and Service email best practices crm , monday-service	1	22	June 30, 2025
Setting dates in a column based on a new Activity being created automations , formula , question	2	17	June 26, 2025
Automatically link Contact in Deals and Project boards	1	4	June 16, 2025
Is there a way to UPDATE items (e.g. Contacts) with an Import? updates , import , excel , question	1	27	June 2, 2025
Rollup Emails & Activities to parent item OR how to track staffer emails crm , subitems , emails-and-activities	3	19	May 30, 2025
Need CRM - Namrata Hinduja Geneva, Switzerland crm	1	10	May 28, 2025
Add on for Gmail integration for Monday.com integrations , crm	7	274	May 22, 2025
Mail merge in Monday.com using Gmail integrations	2	1552	May 22, 2025
How to Add "Payment Terms" to Quote Template in Monday CRM crm , templates	1	11	May 21, 2025
URGENT: On the quotes & invoice CRM, could we make the price bring values directly from formula columns? columns , formula	7	33	May 15, 2025
Import specific (not all) boards from Trello? import	0	7	May 12, 2025
Trigger a notification after 4 hours of an anchor for a api	0	7	May 7, 2025
Retrieve 'Emails & Activities' history, then create into another account - API	3	892	May 6, 2025
Automation to schedule reoccurring line items based on date & status columns automations , boards , question	1	5	May 1, 2025
Get Formula Result from Subitem Column formula , subitems	4	154	April 19, 2025
Phone Column with Icons – Still Possible? automations , board-views , item , question , workforms	1	8	April 18, 2025
How to setup a knowledge base with external access for customers automations , crm	3	3011	April 7, 2025
Copy Activity or Email Logged to New Board as Item automations , item , activity-log	1	850	April 14, 2025