How to Convert Emails to CRM monday.com in 1 Minute
Managing emails to CRM monday.com can often feel overwhelming. Every day, support teams, sales reps, and managers receive dozens of new messages: partnership offers, bug reports, client questions, or potential leads. The problem is that important information often gets lost in the inbox, buried under other tasks. Later, when you urgently need to find a specific contact or follow up on a lead, the email is either forgotten or impossible to track down.
This is why having a free email management app that helps you move emails to CRM monday.com is a game-changer. With the Email to Tasks for monday.com Chrome extension, you can instantly convert any email into a structured task in your monday workspace. It works like your virtual assistant email management tool, ensuring you never miss a lead or a client request again.
Let’s walk step by step through the process of converting an email into a CRM monday.com task mail in less than a minute.
Before You Start
Enable the Email to Tasks extension in your browser.
If it’s not installed yet, check the step-by-step guide:
👉 How to install Email to Tasks for monday.com video guide
⚠ To use E2T, you must have:
A monday.com account with the Email to Tasks for monday.com app installed.
Email to Tasks from the Chrome Web Store.
Step 1. Open your email and launch the extension
Whenever you receive an important email, open it in Gmail. On the right-hand side, you’ll see the Email to Tasks for monday.com extension icon. By clicking on it, a side panel will appear.
This panel is your gateway to transform plain emails into actionable tasks. Instead of manually copy-pasting information into your CRM, the extension captures all key details automatically.
Step 2. Create a new preset for your workflow
Inside the sidebar, you can create a new preset – this is like a saved template for where and how your emails should be stored in Monday. Give the preset a name (e.g., Partnership Opportunities) so that you can quickly reuse it later.
Now, select:
Workspace – for example, CRM or Sales
Board – e.g., Contacts, Client Projects, or Leads
This means every time you use this preset, your incoming emails will automatically be routed into the right CRM board, helping your team stay organized.
Step 3. Map fields to CRM monday.com
This is where the real power of the task mail conversion comes in. You can map email fields directly into your CRM board columns. For instance:
Group: Contacts, Leads, or Opportunities
Status: Lead, Contacted, Negotiation, Closed
Date: Set the “Next Interaction” date
Priority: High, Medium, or Low
Company, Notes, Partnership Type: Additional details from the email
By mapping fields once, you make sure that every new email you convert will be consistently structured. No more scattered notes or missing information.
If you have several fields of the same type – for example, text fields – you can add another variation of the field, which can also be filled in.
Step 4. Customize and fine-tune your templates
The extension allows you to fully customize your templates. After you’ve selected the fields, you can start filling them in. If it’s a status field with several options, you can choose from the suggested values. You can:
Add fields like Title, Company, Priority, Partnership Type, Notes
Remove fields you don’t need
Adjust values (e.g., mark “Priority” as Medium or “Partnership Type” as Integration)
For text fields, you can type manually or copy fragments directly from the email. Some fields, such as the email address, will be pulled in automatically.
This flexibility means the tool adapts to your workflow – whether you’re managing sales leads, support requests, or partnership discussions. It’s like having a virtual assistant email management app built into Gmail, working seamlessly with CRM monday.com.
Once everything is mapped and set up, simply click Create.
Step 6. Track your new record in CRM
Go to your CRM board in monday, and you’ll see the new contact or lead already waiting for you. The system has imported the sender name, company, email address, task priority, and partnership type, along with the email text itself as an update.
Now you and your team can follow up, update statuses, and move the lead through your pipeline – with all the details preserved.
Benefits of Using Email to Tasks for monday.com
Feature / Benefit | Why It Matters | Value for Teams |
|---|---|---|
Convert emails to CRM monday.com | No more manual copy-paste, everything is synced instantly | Saves hours weekly by turning emails into actionable tasks automatically |
Task mail creation | Every email becomes a structured item (status, priority, notes, attachments) | Keeps all information organized and prevents losing leads or client requests |
Free email management app | No extra cost to get started | Ideal for startups and small teams who want productivity without big budgets |
Virtual assistant email management | Automates repetitive actions like mapping fields, updating statuses, etc. | Works like a personal assistant directly in Gmail |
Integration with CRM monday | Seamlessly connects Gmail and monday.com boards | Centralizes data, so the whole team has visibility into communication history |
Customizable templates | Add/remove fields, map statuses, priorities, and dates | Adapts to different workflows: sales, support, partnerships, or project tracking |
If your team handles dozens of client emails daily, this tool is essential. In just 1 minute, you can turn every task mail into a trackable item in your CRM monday.com workspace. No more missed follow-ups, no more messy spreadsheets – just smooth workflows and more time for what matters.
💡 Important: You need both the monday.com app and the Chrome Extension to use Email to Tasks!
Got questions or feedback?
Drop a message at support@saasjet.com