6 Steps How Sales Teams Can Turn Client Emails into a CRM Tasks in monday.com

Sales reps and account managers know the struggle – a client sends an important request via email, and suddenly you’re juggling between your inbox and your CRM trying not to forget any detail. Sounds familiar?
What if you could convert that client Emails into a CRM Task in just one click?
With Email to Tasks for monday.com, it’s not just possible - it’s effortless. Whether you’re in retail, services, logistics, or hospitality, this monday email integration helps you capture and structure leads or orders right when they hit your inbox.
Let’s walk through a practical use case and screenshots to show how it works.
Step 1: The client email lands in your inbox
Let’s say Olivia, a procurement manager at a hotel chain, emails you about a project in Croatia. They’re looking for furniture – beds, nightstands, reception desks, even lounge sets for poolside areas.
You don’t want to miss this opportunity.
You also don’t want to waste time manually copying this email into your CRM.
📌 The fields available will depend on the structure of the Workspace you selected. If your board has custom columns like “Deal Size”, “Lead Source” or “Follow-up Date”, they’ll appear here and can be filled directly from the email.

Here you see the email just like it appears in your Gmail inbox. It’s a clear inquiry from a serious buyer. Normally, you’d forward this to someone or take notes. But not anymore. Because now, you’ve got Email to Tasks installed.
Step 2: Open the Email to Tasks add-on directly from Gmail
When you click on the Email to Tasks icon in your Gmail sidebar, a handy panel slides out. It automatically picks up key data from the email – like the subject line (which becomes the task name), the sender’s email, their name, even their title.

All you have to do is choose where this task should land in monday.com – for example, your CRM workspace and the Contacts board.

You don’t have to start from scratch each time. If you often get similar emails (like orders, RFPs, quote requests), you can create presets so that your workspace, board, and group are filled in automatically. This saves time and reduces errors.
Step 3: Map task from email to the right columns in monday
In the next screen, you can fine-tune how the information gets saved to your CRM. For example, you might want to drop Olivia’s name into the “Name” column, her role into “Title”, and her email into – well, the “Email” column.
Need to transfer more specific info from the email body? No problem – you can simply copy any part of the email and paste it directly into the corresponding fields in the task form. This gives you full flexibility while still saving time..

This is where the Emails into a CRM Task magic really happens. You’re turning plain email data into a structured CRM task. The fields are now aligned with your internal workflow, so your team can jump in immediately.
Step 4: The new lead appears in your CRM board – fully filled
Now, switch over to your monday.com board. You’ll see a new item – “Hotel project in Croatia” – already created in the “Contacts” group. All the key details are there: name, email, role, industry, status, priority. It’s live, trackable, and ready to be assigned or followed up.
📝 After you’ve converted the client email into a CRM task, you can continue working on it inside monday.com – update statuses, add comments, assign teammates, or attach files. It’s a living item you can manage like any other task.

What’s great you can turn client emails into tasks will now keep this lead visible, actionable, and collaborative. No lost emails. No forgotten follow-ups. And since the email is also added as an update inside the task, your team can read the original request any time.
Step 5: Creating reusable presets for future emails
If this kind of request happens often – say, you’re in a sales team that gets frequent inquiries for quotes or bulk orders – you can create a preset once and reuse it every time.
Just give it a name (like “Hotel project inquiries”), link it to the right workspace and board, and you’re set.
This means any team member can use the same flow, with consistency and less training required.
Step 6: Customize every column, exactly how your CRM needs it
In the final part of setup, you can go deeper into customizing your column mapping. Whether you use a dropdown for “Type”, a checkbox for “Confirmed interest”, or a date column for “Next interaction” - everything can be aligned to your board.
🔧 Once it’s in the system, your team can treat this task like any other CRM record: update fields, change priority, tag colleagues.
✅ Why it works (and whom Monday email integration is built for)
This workflow is perfect for:
Sales teams handling inbound leads via email
Suppliers getting client orders and RFPs
Consultants and service providers receiving project briefs
Real estate and construction firms tracking bids
Any team using monday.com as their CRM
It removes friction from your sales process and ensures your inbox isn’t a black hole for leads.
🔑 Benefits of Turning Emails into a CRM Task for monday.com
Convert task from email instantly
Centralize all requests in your task monitor
Use monday email integration to stay synced with Gmail
Never lose a lead again – track everything from one board
Scale your CRM without bottlenecks
🧩 Ready to covert Emails into a CRM Tasks in monday.com ?
Try our Time in Status app and turn passive data into actionable insights.
📬 Need Help?
If you need assistance with setup or have any questions, reach out to our team:
📩 support@saasjet.com – we’re here to help!
👉 Try Time in Status app for monday.com and make delays a thing of the past.
No setup. No code. Just answers.