Setting up monday.com email integration: Gmail, Outlook, and custom domains
Need to set up email integration so emails create tasks and updates sync back. We use Google Workspace (Gmail). What's the best approach? Also want: - Emails from specific senders auto-create items - Updates on items send email notifications - Reply to email to add comment
2 Answers
Here's the setup for Gmail integration: Native Integration (Free, Standard+): 1. Profile → Integrations → Gmail 2. Connect your Google account 3. Enable: Create items from emails, Send email notifications What works: - Forward email to board address → Creates item - @mention in monday → Sends email - Reply to notification → Adds comment Limitations: - Can't filter by sender (all or nothing) - No HTML parsing - Basic notifications only Advanced (via Zapier/Make): - Filter by sender domain (e.g., only from @client.com) - Parse email content to columns - Create custom email sequences Custom Email Addresses (Enterprise): - Get unique email per board - Use for direct task creation - Great for client submissions We use native for basic needs, Zapier for advanced filtering.
For Outlook users: The native integration is separate. Setup is similar but in Microsoft ecosystem. One gotcha: if you use Microsoft Graph API for calendar, it conflicts with email integration. Had to choose one. We went with calendar and use Zapier for email.