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.