Sending Emails from Mobile app IOS/Android

Feature requests
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1

Hey Monday team and fellow users!

My feature request in a nutshell is: Being able to send emails from the Monday mobile app.

Most of our sales team uses mainly mobile to handle our leads etc. inside our sales CRM. I found 2 feature requests before that have been “solved”:

However this solution only makes it so that you can see the emails & activities on mobile but can’t send any emails.

Our sales team works with our dealers and customers mainly through email and a lot of times on mobile. Right now they have to either copy/paste the information from a lot of columns to Gmail etc. to send the information on mobile.

We implemented an automation that sends the information to their Gmail with a button that can then be forwarded, which works but isn’t ideal, as now no data is stored on Monday about the sent emails.

SO please add SENDING emails straight from Monday to the roadmap on mobile.

Regards, Oliver

2

Yes, I would like to see this truly resolved as well. Our company relies on the mobile app extensively, and this feature is essential if we hope to work efficiently.

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3

Hi guys, I’m Gal from the monday CRM team. Just wanted to let you know that the mobile app (iOS/Android) allows sending an email from the app. It can be done by either:

  1. Clicking on the “Email” button on any CRM contact or lead screen.
  2. Clicking an “Email” column value anywhere in the app.

However, there are some differences from the desktop version you should be aware of:

  1. To ensure that emails sent from the mobile app will appear on the Emails & Activities timeline (on both desktop and mobile) you need to make sure that your email account is actually integrated with E&A. That is a one-time setup that can be done only on desktop, and gives monday.com the ability to map existing and incoming emails into the E&A timeline. More details about the setup can be found here: https://support.monday.com/hc/en-us/articles/360019213180-Emails-Activities-on-monday-com
  2. Once the Email button is clicked, the app will navigate to the installed e-mail app on the device (i.e Gmail/Outlook) with the relevant email address. That means you need to make sure that the work e-mail account is properly configured on the device.
  3. Keep in mind that any advanced email functionalities that exist on the desktop version (like email templates) are currently not available on mobile. The monday app simply navigates to an external e-mail app with the relevant e-mail address.

Let me know if have any additional questions.

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