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?
We’re having the same challenge. Any ideas how to solve this beside using two contacts?
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).
Are we truly the only ones out there that are experiencing this? This is a huge issue for us.
I also need to attach multiple emails to a single account.