Automatically Convert Emails to Tasks from Gmail to Your CRM in monday.com for Sales Teams

Managing client inquiries across Gmail and monday.com used to be a manual, error-prone process. Copying details from an email, creating a new task, and filling in all the information in monday.com took time. Now, with Email to Tasks, you can automatically convert emails to task, eliminating manual work and streamlining your workflow.

Now, with Email to Tasks (E2T), you can automatically convert email to task and even insert email content directly into mapped fields in monday.com.

This new feature works like an email parser for monday.com – eliminating manual data entry and streamlining your workflow.

✨ New Update: Less Manual Work

By the way! In the latest release, we added automatic email address extraction into the mapped field. This means:

No more copy-pasting the email address into monday.com manually
Less repetitive work for your team
More time for closing deals instead of entering data

This is another big step in turning E2T into a fully automated email parser for monday.com .

Use Case: Real Estate Agent Automating Lead Creation

Let’s imagine Sarah, a sales representative at a company that specializes in real estate. Every day, she receives multiple inquiries from potential buyers.

Instead of manually transferring information from Gmail into monday.com, Sarah now uses Email to Tasks to create task from email Gmail in just a few clicks. Here’s how she does it:

A New Email Arrives in Gmail

Sarah receives an email from Michael Thompson, a potential homebuyer:

Location: Austin, Texas
Budget: $750,000
Requirements: 4 bedrooms, 3 bathrooms, a modern kitchen, and a two-car garage

This email lands in her Gmail inbox. Previously, she would copy-paste this information into monday.com. Now she simply opens the Email to Tasks (E2T) extension.

Inside the extension, Sarah:

Selects her workspace (Real Estate CRM) and board (Contacts).
Chooses the group where this task should appear (Potential Leads).
Uses the new automation to automatically parse the email content into task fields.

To open the Email to Tasks (E2T) extension, go to the email you want to convert into a task. On the right side of the screen, you’ll find the integration panel – click on it.
If you haven’t installed the extension yet, you can watch our step-by-step video guide

Open Email to Tasks Extension and Configure Presets for Repeated Tasks

Next, Sarah sees a window displaying all the fields that exist on her board in monday.com. At this stage, she is only creating the preset – the fields remain empty for now. Once the preset is saved, the next time Sarah processes an email, the data will be automatically populated in these mapped fields, saving her even more time.

After that, Sarah clicks “Add Preset” and can now start filling in the data. She has two options: she can either enter the required information manually or copy it directly from the email.

If a dropdown field has multiple options, such as “Priority”, “Lead Source” or “HOA”, Sarah can easily select the appropriate value from the list. Additionally, she can customize her preset further by adding new fields or removing unnecessary ones, making the process perfectly tailored to her workflow.

Task is Created in monday.com Automatically

After clicking “Create”, a new task appears in monday.com:

Michael Thompson is listed as a Potential Lead.
Budget, region, email, and number of bathrooms are automatically filled in.
Priority is set to Urgent.
HOA is set to Maybe.

The original email is attached as an update, so Sarah and her team can see the full request without switching back to Gmail. This is the power of automatically converting email to task.

All the data entered into monday.com can be easily updated or modified at any time. You can also delete or create new fields, and even detach an attached email from the task if needed. This way, making changes or corrections is simple and hassle-free, ensuring that the lead’s information always stays accurate and up to date for the sales process.

Why This Automation is a Game-Changer

By using Email to Tasks with automatic email parsing:
✅ You eliminate manual copy-paste between Gmail and monday.com.
✅ You reduce errors from manual data entry.
✅ You save time by using reusable presets.
✅ You keep your CRM always up to date with the latest client information.

For teams handling multiple leads per day, this is a massive productivity boost.

Final Thoughts

The new Email Parser for monday.com and its ability to automatically convert emails to tasks is perfect for sales teams, real estate agents, and anyone who manages leads via email.

Instead of wasting time on repetitive data entry, you can now:

Create tasks from Gmail instantly,
Send tasks from email to monday without effort, and
Keep your CRM organized and error-free.

👉 Learn more about Email to Tasks for monday.com and start automating your workflow today!

📬 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!

🔗To use the Email to Tasks (E2T) integration, users need to make sure they have the app installed both in their browser and in monday.com:

Just click “Install” and follow the simple guide to connect it with your Gmail-based support workflow.