I am working with a client who would like to automate an email sequence in Monday CRM - however there doesn’t seem to be an option to automate a send via the E&A app. I can automate the send via regular Monday automation but then the activity isn’t picked up by the E&A app - so the client can’t see when the email is opened, replied, etc.
Am I missing something? I just assumed we’d be able to automate emails via E&A just like we do for google/outlook via custom automations but I can’t seem to figure it out. I’ve been through the recipes for E&A a bunch of times and I have to be missing the recipe…
Is it truly impossible to automate an email sequence in Monday CRM?
TIA!
Just to confirm, the email you’re sending via the gmail/outlook integration is appearing in the Emails and Activities app however the activity associated and ability to track this information is not appearing for the specific email OR is the email not appearing at all in the E+A app? Thanks for your help
Not quite - the emails and activities app does not register emails sent via automation. So it doesn’t show up in E&A at all. And there is no option to automate an email via the E&A app - at least not that I can find. It’s possible I am missing it…
My client is hoping to automate an email sequence AND track the activity from the sequence via E&A. Ideally we would want to automate via E&A
I believe emails sent via the integration should still log in the E+A app. I’ve checked in with the dedicated product team, and will get back to you as soon as possible on this one.
Can I ask if you have the email column set up and an email populating the column in your board? The reason for this is as long as there’s an email in the email column prior to sending, the emails should log in the app.
Yes there is an email in the email column but we tested it in our partner product and it still doesn’t capture the activity after the email is sent. Thanks for following up!
Hm, this indeed sounds strange and something I believe our technical team will need to investigate. Would you be happy to reach out to our support team via chat here and reference this community thread? This way the issue can be fast-tracked to our engineers for a deeper investigation. Thanks for your cooperation and patience throughout this process Sara
Since native Monday automation doesn’t support E&A tracking, we can use a custom integration with Zapier or Make (formerly Integromat) to bridge the gap.
Set up a trigger in Monday CRM for when a new email needs to be sent.
Use Zapier or Make to send the email via an integrated email service (like Gmail or Outlook) that supports tracking.
Ensure the email service used for sending supports tracking opens, replies, etc., and logs this back into Monday CRM.
This is not useful - maybe you’re a spam bot or answering using chatGPT without thinking. Gmail and Outlook do not support email tracking; this is widely known. There are some 3rd party tools like Mixmax for an add’l $$ that do it.
Monday should let us set up an automation that sends a tracked email (using E&A) as part of the CRM in a monday automation, without relying on of 3rd party systems like Mixmax with added cost.
@BiancaT this should be logged as a feature request since it’s something the platform does not do right now.
Hey @jk193@Sara413 - Email/Activity Sequences is in BETA gradual release within the CRM Product on both PRO and ENTERPRISE licensing tiers.
We have been playing around with it for a few months and must say, while there is still room for improvement (as with any new feature) it’s pretty great and fills a well needed void.
