How to track mail HISTORY of new contacts in monday CRM?

Platform discussions monday CRM
1

Hey there,

we just started implementing monday CRM into our company and would like to crawl & add all the mails we shared so far with our contacts.

Generally, the mail synchronization works fine BUT it just starts with the moment the contact has been added to our CRM database.

Question:

As this is possible in Pipedrive & Co. as well, how do we synchronize mails shared with a contact from BEFORE the person was added to monday CRM?

2

There’s no native way to do that unfortunately. When I moved our team to CRM earlier this year, for our main customers, I printed to pdf certain email chains and attached them as files.

You might also look at systems such as make.com to see if it’s available there?