Import Outlook emails into activities

AUTOMATION BLOCK

This automation block can be used to import emails from Outlook into the Emails & Activities feature within monday CRM.

How it works

For automations

Use the “Create from scratch” automation builder to select the relevant trigger, then paste “Import Outlook emails into activities” into the “Then” section:

Then fill out the various fields:

Here’s a walkthrough video to show how the automation feature works:

For workflows

Create a workflow and for the action, select the “Import Outlook emails into activities” automation block as the action.

Then fill out the various fields:

Results

Each email is added to the Emails & Activities feature in the correct order:

What happens when the automation block action is triggered multiple times?

Repeating the automation block will only import new emails which have not previously been added to Emails & Activities. Existing emails will not be duplicated.

Key benefits of this automation block action

• Exact dates and times of the original emails are retained in each activity

• You can specify a start date for the import – only emails send after the start date will be imported.

• Emails are added in an idempotent manner – workflow reruns do not add duplicate activities

• Emails can be liberated from private mailboxes and shared with the whole team in monday.com.

• Emails imported from inboxes will remain on the CRM system even if an individual leaves your organisation