Create automation that extract e-mail-addresses and add's them to CRM?

Platform discussions
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1

Use case:

When one of our consultants get a new contact at any of our clients, we want to make it as easy for them to be added.

Anyone have ideas for doing this? I was thinking about the possibility for them to simply forward an e-mail to a board, and the board automations would automatically search for e-mail addresses and add these to a column? Would this be possible?

2

Hi,
You can have a Make (or Zapier) integration which would would search for the email addresses and add them to the necessary column.

3

we can set up a system where consultants forward emails to a designated board. We can create automations that parse the email content to extract email addresses and then add them to a specified column. This will streamline your contact management and ensure no information gets lost.

  • Set up a Monday.com board to receive forwarded emails.
  • Use an integration tool like Integromat (Make.com) or Zapier to parse the email content.
  • Automatically extract the email address and populate the relevant CRM fields in Monday.com.