We want to be able to use emails and activities across our entire organization. In our business we can have a contact that is attached to multiple accounts. When we use email integration it brings in all past emails and emails on accounts that are not even associated with the correct account. For example ABC company email is logged into XYZ company because they have a common contact linked to both companies.
The other issue I have is that there are sensitive internal emails that are sent out, it can be anything from discussing benefits, compensation, or HR issues. These all end up synced into emails and actives. The problem is that I need to have my emails synced but I cant have all my emails logged. I need to log my emails but not everything. I need to choose what gets logged.
A solution I am requesting is that when we set up the email integration. It only starts logging in emails from the day I start. The next step is on the email and activity settings, allow us to option only emails sent out of Monday CRM gets logged into emails and activity. That way correct emails will get logged into correct account and sensitive emails will not get logged because we would not be sending from Monday, but out email software.
Hello,
May I ask the status of your issue? My company is wanting to sync with Gmail, however, I was made aware of this same issue in 2023 from another company and they strongly recommended we did not sync Monday.com and Gmail.
Thank you for your time and any feedback would be greatly appreciated.
We have a law firm, so we create CRM “contacts” (judges or opposing lawyers, for example) who surface in more than one workspace because each client gets a workspace of their own.
I know there are (some) ways to mitigate the impact of related problems with stricter email habits in a source email program like Outlook or Gmail. But they are not perfect solutions. Two obvious solutions would be …
A toggle that presumptively bars the duplication of emails from a contact across serial workspaces or boards unless the admin affirmatively dissolves that barrier. Even better, the admin could view a searchable dropdown menu for thatcontact, right in their profile card, that allowed them to select which locations could receive that cross-pollination.
Improve the existing Filter option to allow the exclusion of (i) senders you don’t care about in that particular contact’s card, or (ii) messages written to/from that contact that are not related to the specific board or workspace where you are currently working. Not as nice as #1, but way better than the status quo.
As a “mediocre but I’ll make it work” alternative, change the Delete option to let the user choose between erasing the message everywhere it appears or only in that timeline.
Hi!
One option that could help you is our Email to Tasks for Monday.com app. Instead of pulling in all past and future emails, it lets you selectively convert only the emails you need into tasks inside monday.com. That way, you stay in control of what gets logged and avoid bringing in sensitive or irrelevant communication.
It doesn’t fully replace the native email logging feature, but it can give you much more flexibility when managing which emails actually enter your boards.
