I have this problem where a Single Reply to an email goes into EVERY pulse Update where the same email address is in the email column.
Here is the user case.
We have a board designed to invite Instructors to Teach Courses. Each pulse is an UNIQUE Course. Here is a quick example of how each pulse looks like with course details.
The idea was simple, we were hoping for the instructor to REPLY to this email and the response GO Directly into that PULSE alone, but the issue is that the Instructor REPLY to that email GOES ALSO into Every OTHER pulse where their EMAIL address is listed in the email column.
I’m seeking help from the community folks to figure out the right recipe that will contain replying to that EMAIL and that RESPONSE going to the respective PULSE and NOT into EVERY other pulse where the email address is listed.
I suspect that this is the correct area to do that in, but I don’t know how to set it up.
Alejencia, I have the same issue. The only way I could figure out how to stop the updates to every pulse line with same email is very cumbersome and time consuming to do. I also would like to merge pulse lines together because when there are updates in the wrong pulse there is no way to merge it to the correct one other than linking it, but then you can’t delete it on the pulse that is incorrect.
Not sure if that makes sense. But, all in all, I agree there needs to be a better way to get replies directly placed in only the intended pulse lines.
Hi @alejencia - I’m happy to pass this along to my product team in the form of a feature request! The email integration can be configured to identify items based on an email address. If the same email address is listed across multiple items, then the update will post to all items with that email.
Items do have a custom email. As a workaround, rather than automatically pulling in emails to monday.com, they can be forwarded to the item using the item email. Learn more here.
Hi @alejencia - In passing this feedback to our product team, a workaround was discussed.
In the email column, you do have the ability to add the configuration +“value” to an email address. For example, mtr48+1@emaildomain.com.
This will alter the behavior of the Gmail integration. The email sent from monday.com will go to the mtr48 email, but the email pulled into monday.com will go to the correct corresponding line item. When this configuration is added to an email, the integration will see it as two different emails.
Thank you @Lisa-monday.com and the Monday.com Dev team who are always working hard on these issues! If anyone else out there has a similar issue and has learned of a work around, please let me know
@Lisa-monday.com, In my company we will start using email integration but we found a great obstacle to make a CRM that works correctly.-
If my board contains opportunities that correspond to the same customer with the same email, I cannot ask the sales management employees to manually assign a sequence +1, +2, +3 to the same email box.
There must be an automated solution or a solution to this problem that allows that if from Monday.com I send an email to my client for an opportunity, when the update responds, it is assigned to that opportunity and not to the others that obviously will not have nothing to do with the first.
It really is a huge obstacle to thinking like CRM.
I was able to get this to work, to a degree, by adding ({pulse.id}) at the end of the subject text. when generating the email. Then checking for ({item.id}) in the subject on the incoming integration. Neither the {pulse.id} nor {item.id} comes up on available fields. You just have to key it in. Also, not sure why the difference in names.
We are still at the concept stage. I would appreciate feedback from those that are actively using this.
Is there any news on this? I’ve just got onto Monday.com and was super excited about this feature and was one of the primary reasons for getting onto Monday.com
Currently, we are doing this with only 1 board. The way we are differentiating the items is by adding a unique item reference number that is generated on item creation using a custom Integromat integration that I put together. But as I mentioned in my previous comment, the pulse id can be used as well.
Doesn’t Monday.com just need to add an option to make the Pulse Email the Reply-to email when an email is sent? They already do that for notifications. Every notification has a From email of notifications@monday.com but also a Reply-to email of post-*********@caregrove.monday.com.
I thought I saw a post of yours where you described in more detail how you were adding the pulse.id to the subject then checking for it in the item.id. But I can’t find the post. Can you tell me where to find it?
Thanks Jim. I saw that but thought there was another where are you describe more in depth how you were using Integramat to check for the pulse ID in the subject. Would you mind sharing a few specifics around that or pointing me to a reference on the web? Thank you.
