We have some contacts who use more than one email or who switch emails (ie. when moving to a new company).
We use the Gmail integration, which is great, but it insists on making two contacts for these people. How can we merge them and have just one contact with two emails?
Same question. Wondering if this is possible with “Email & Activities”, which I haven’t played with yet at all. When we first got Monday set up a couple of years ago, we spent a lot of time setting up custom integrations to achieve the same basic functionality that any out of the box CRM has for our main client pipeline board. It’s been working okay, but I’m looking to streamline our custom automations (built using Integromat/Make), and was really hoping that Monday had developed some decent email integration capabilities.
To complicate things, when we work with clients, there are typically more than one individual emailing us regarding that account, and sometimes (as in the OP’s case) a single individual might email from multiple addresses. Would love to see recommendations from Monday about how to accomodate this and track all emails from our team to these clients and from these clients to our team in one place.
We have exactly the same issue. How to manage multiple emails in the CRM Leads sections. Having multiple lead records does not solve the problem as some leads might have multiple email addresses (i.e. corp and gmail).
Hi @GabbyG if you are open to marketplace apps, you can easily do that with SuperMail. It will also give you the ability to send designed automated emails with rich text, attachments, and you can send it to mirror columns as well. You can try for free:
hi @mfriedma !
This is a known limitation of the Gmail / Emails & Activities logic - monday treats email = unique identifier, so multiple emails will always create multiple contacts, and there’s no native way to merge them into a single contact with multiple emails.
A workaround we’ve seen teams use is to stop relying on auto-contact creation and instead control where emails land. For example, with Email to Tasks, you can forward or BCC emails into the correct contact or deal item manually (or via rules), regardless of which email address the person used. That way, communication stays consolidated even if the sender email changes.
Not ideal, but until monday supports multiple emails per contact, this helps avoid duplicated contacts and fragmented history.
This happens because most email integrations treat each email address as a separate contact. So when someone uses a second or new email, the system creates a new contact instead of linking it to the existing one.