Way to add specific emails and meetings from Outlook to Monday

Platform discussions monday apps & integrations
, , ,
1

I am looking for a way to add specific emails from Outlook into Monday Sales CRM. I don’t wish to sync my inbox because I don’t want every email to be transferred over as not all emails will be relevant to the work. In other CRMs I’ve used in the past, there’s always been an app/plug-in available that you can add to Outlook which shows up on every email exchange which allows you to click it and sync that particular email to the corresponding account/contact in the CRM.

I’m also looking to do this with calendar events in Outlook. I’d love to be able to sync a particular meeting with a contact or account instead of copying over the details into a meeting activity.

I’ve seen some paid apps that achieve this, but wondering if Monday will ever offer this or if there are any hacks out there. I’m already paying for Monday so I don’t wish to pay for added services (especially from third parties). It would be nice if Monday offered the same capability that other CRMS offer in this regard.

3 Likes
2

Hi can you share those app/plugin links please?

3

Hey @lschroeder and @AnishJ

If you’re open to using third party apps in the near future, try out the Outlook Calendar Integration Plus app. It does exactly what you described!

It can create Outlook Calendar events directly from Monday.com and link the item to that new event. It can also create new items on Monday when a new event is created in your calendar - and link the event to the new item!

I think it’s the perfect solution you’re looking for. Another great thing about the app?
Free plan is available!

If you have any questions, you can reach out to us anytime at hello@fantasymedia.io or kevin@fantasymedia.io

Cheers!