We have the Monday.com Pro plan. Not sure if we have the Sales CRM or not but we would like to send a mail merge using our CRM in Monday.com using Gmail.
Is that possible?
Thanks
EasyMails can help you with that.
With our app, you can seamlessly integrate your monday.com CRM with Gmail for mail merges, and the best part is, you can also send files as attachments. It’s easy to set up and a powerful tool for streamlining your communication process.
@DataEthics4All Hi Shilpi Welcome to the community!
If you’re looking to run a mail merge from your monday CRM via Gmail, there isn’t a built-in feature for full-scale mail merge just yet — but there are some helpful integrations and workarounds.
If you’re also receiving replies or inbound communication via Gmail and want to convert those emails into structured monday items, we recommend trying out our app:
Email to Tasks for monday.com
It lets you:
- Create CRM items directly from Gmail
- Auto-fill fields like status, contact person, deal stage, and more
- Track conversations and next steps — all from your inbox
While it’s not a mail merge tool per se, it helps manage incoming emails and client responses efficiently in your CRM workflow.