Does anybody know if the ability to create new contacts automatically from sent emails (mentioned here) works in Monday Work Management as well as Sales CRM? The support Doc I have linked to says the feature only works in Sales CRM and yet the option is there in Monday Work Management also.
Or perhaps more importantly, does anybody know a way to create a new contact automatically/easily from an email received? TIA Patrick
I have a client who would like to be able to create
Hey Patrick!
It’s possible to emails as items (/contacts) in Work Management, however in the sales CRM product you can log details specific to the contact in the item (including name, email, which board etc) and this is where the difference lies.
In the Gmail integration in Work Management:
Emails and Activities settings in sales CRM product:
Does this help?