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?
Hi - can someone confirm if this works and the specific settings?
For example, there is no “Create contacts automatically” setting under my ‘Emails and Activities’ setting in sales CRM.
Hey Paul - so I had to do some digging to find this setting but it is in fact there.
CRM Settings > Email and Activities > Account Set Up and Privacy > (choose 3 dots to the right of your account) click Automatic Contact Creation.
The settings pop up there to set up where new contacts are created and how.
Hi @botsquad ,
Great question - you’re right that standard monday.com documentation says “Create contacts automatically from emails” works in CRM only. support.monday.com
If you’re looking for a way to handle this from Work Management as well (or simply want more flexibility from email workflows), you might want to try Email to Tasks for monday.com. It lets you convert or route emails into monday items, map the sender’s info, subject line, body, etc., into board fields and treat them almost like contacts/leads, so you can build your own contact-creation process even outside of CRM.
Let me know if you’d like help setting up a sample workflow for this - happy to share what’s worked for our teams.
Hey @botsquad 
You’re right — that automation (auto-creating contacts from emails) is officially part of Sales CRM, but Monday Work Management shows the option because it shares some of the same backend features. Unfortunately, it doesn’t fully work there yet.
If you want a workaround, you can use Make (Integromat) or Zapier to watch incoming emails and automatically create a new contact item on your board. That’s what most users do until the native feature is rolled out across all plans.
Would be great if Monday made this consistent — it’s a super useful feature. 