Hello, I’m seeking guidance on the procedure for adding a past email to a contact or lead. I would greatly appreciate assistance with this process. Thank you in advance.
Hey Hazel!
At this time, it’s not possible to retroactively include email threads into an Update or item from before you set up the email integration or Emails & Activities app.
You would have to add them manually, unfortunately.
My apologies for the frustration this causes
Let us know if there is anything we can help with or if you have any other questions!
So how would you add an email thread to a contact “manually”?
Hey @hazel.palon & @screendoor44, we can do this for Microsoft 365/Outlook with our app – check here.
hi @hazel.palon ! If you’re trying to attach a past email to a contact or lead, Monday unfortunately doesn’t have a native way to import historical emails into the Emails & Activities widget. It only logs emails starting from the moment the integration is connected.
If you need to bring older emails into the timeline, a good workaround is using Email to Tasks for monday.com.
It lets you:
Forward any past email (or an entire thread) directly into Monday
Attach it to the correct contact or lead
Keep the original timestamp
Include all attachments
Preserve the thread so the history stays readable
It’s basically the easiest way to add old conversations into CRM records without losing context.