Add on for Gmail integration for Monday.com

Platform discussions monday CRM
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We are looking for a better solution for our emails in CRM.
First, we were just told that when a rep leaves the company and we cancel the gmail, all of the emails they wrote during their years with the company will no longer be accessible and/or can you SEE in the CRM database. WTH? This is crazy to me. In addition, if we go away from Gmail and get outlook, the same result, ALL our information will be GONE!!! How is that even possible to call this a CRM?

Second, if I sync with Gmail, I cannot mark an email to sync in the CRM, so that means all my confidential information as a manager may sync into the CRM.
When we had Salesforce, we had an add on and when we were in Gmail, we simply clicked the email that should be synced, not Monday.com scanning and adding emails from Gmail to Monday.com.
Does anyone else have this issue and is this for real?

1 Like
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Hello,

I’m also dealing with this issue. Losing all past emails when a rep leaves or switching from Gmail to Outlook is frustrating. Plus, the inability to selectively sync emails in is a big problem for managing confidential information. Has anyone found a good solution?

Best regards,
samuel898

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You can select to only sync emails which have a specific monday Email in BCC (this would selectively only sync those emails).

Also I am not quite certain I understand the issue. To my understanding if your employee leaves, there still is his Mailbox in Outlook or Gmail active.
Hence you wouldn’t lose those Mails as long as you leave the Inbox active.

But yes - once you switch from Gmail to Outlook or vice versa, all emails would be lost I believe .

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There are tools that can migrate inboxes between platforms too - I believe Microsoft even has it built in.

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For a more robust solution, consider implementing an integration that ensures emails are retained and selectively synced.

Use a third-party integration tool like Zapier or Make.com to automate email retention, ensuring emails are saved in the CRM before account deletion.

Implement an email sync feature where you can manually select which emails to sync to the CRM, maintaining confidentiality and control.

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Hey @ragdavis3008

Being a seasoned monday.com consulting partner, we would recommend you to use the intuitive Emails & Activities app rather than third-party add-ons. Emails & Activities app in monday CRM lets you integrate both Gmail and Outlook accounts. You can connect up to six Gmail accounts at once, since this app supports two-way synchronization. The bi-directional synchronization helps in automatically syncing emails and removing duplicate emails.

Our dedicated monday CRM consultants would love to assist you and resolve your Gmail integration problems. Please connect with our consultants today!

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Sachin is right i have the same thoughts as his But i only know of Zapier cant say much about make.
Also see if you turn on the auto sync email function.