Hey! First of all, apologies if this query has already been posted - but I couldn’t find any exact matches.
My team is super excited about using the Emails & Activities integration on our account - but struggling to find a way to get the automations to work. Especially in terms of ‘when a new email arrives from email column, notify someone with message’. I’ve set the automation up, but the notification never comes through. When I check in the Integration activity tab, there’s no record here either.
Now, we’re not currently on Sales CRM, only Work OS. Could this be why the automations don’t work?
Hi @eleanorallon - You are correct - Automations for the Email & Activities part of the system are only available in the Sales CRM product. You can use other automations for Gmail or Outlook, but not ones triggered by E&A activities.
~ Deb Cinkus, PMP Gold monday․com Partner
CEO & Principal Consultant, Polished Geek
Hi @PolishedGeek! Thanks for your quick response.
So it seems they’re not entirely locked behind Sales CRM as when a completely new email comes through the notification automation works. However, it’s when a reply comes through that it flys under the radar.
Maybe just an oversight of the integration at the moment?
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