Ability to import old emails and/or 'forward' emails to Monday.com

[mish.pony (Mish P)]

It’s been talked about a lot already, but there needs to be a way to import emails either prior to implementing Monday.com and/or be able to forward an email to Monday.com and have it aumatically attach to the contact with the correct timestamp. It’s very frustrating that this obvious feature doesn’t exist.

Adding old emails into contacts

Hi everyone. New to Monday and trying to add some email history to the contacts I have just added. I have email integration working fine for anything new occurring but I really need to have the email trails for those contacts as well - otherewise the context of the current new emails is lost! I have had a really good look around here, and elsewhere and can’t find anything mentioning adding pre-existing emails to contacts. Hope there is someone out there with an idea as to how this can be don…

How to add a past email to a contact or a lead?

Hello, I’m seeking guidance on the procedure for adding a past email to a contact or lead. I would greatly appreciate assistance with this process. Thank you in advance.

Add "old" emails to the timeline of emails & activities within the CRM solution

Hi Bianca, Thank you very much for your reply. Hopefully in the future this will change. My wishes for a wonderful day.

old email sync

Hi! I found out that the old emails which was received before the monday CRM payment cannot be synced. This is very crucial for some company who doesn’t want to lose the communication history with the customer. I hope this feature soon be developed!!

Way to add specific emails and meetings from Outlook to Monday

I am looking for a way to add specific emails from Outlook into Monday Sales CRM. I don’t wish to sync my inbox because I don’t want every email to be transferred over as not all emails will be relevant to the work. In other CRMs I’ve used in the past, there’s always been an app/plug-in available that you can add to Outlook which shows up on every email exchange which allows you to click it and sync that particular email to the corresponding account/contact in the CRM. I’m also looking to do th…

Import Email from outlook and assign to contact based on email adress

I receive my emails in outlook. Some of them I want to attach to a contact or item in Monday.com. I can do that by looking up the unique email adress in Monday. Question: since each contact in Monday has already an email adress, is there an automated way that reads the incoming email and attaches it to the contact with the right email adress? Thanks for any help

[FrancisElliott]

Hi @mish.pony

This is a great suggestion and one that many of my clients would appreciate!

There is actually a way to import this data via the API, with a few caveats. If you’d like some help importing old emails, please reach out to me and we can set up a meeting.

[AnishJ (Anish)]

@FrancisElliott

There is actually a way to import this data via the API, with a few caveats. If you’d like some help importing old emails, please reach out to me and we can set up a meeting.

Hey @FrancisElliott is the caveats is dates right? because when I try sync my old emails with CRM A&E created is always latests dates

Is there is way to create A&E with old dates? right now i just adds createdAt by self within the notes and emails

[FrancisElliott]

Yes you can input a custom date.

The detail is in the API reference:

Timeline item.

You can enter your custom date as the “timestamp”. Please feel free to reach out if you need more help with this.