Key Takeaways

  • The Emails & Activities app is built into every Contacts, Leads, Accounts, and Deals board
  • Connect Gmail or Outlook to send and track emails directly from monday CRM
  • Email tracking shows read receipts within the app — no third-party tool required
  • Automations can trigger based on email or activity events, keeping board data current automatically

Why Sales Communication Gets Siloed

One of the most common complaints from sales managers is that they have no visibility into what their reps are actually doing. Emails live in individual inboxes. Call notes are in notebooks or personal docs. Meeting summaries get sent over Slack and forgotten. The CRM shows deal stages but not the activity that's (or isn't) driving them forward.

monday CRM's Emails & Activities app solves this problem by bringing all sales communication into the CRM — not as an afterthought, but as a core feature built into every entity board.

The Emails & Activities App: What It Does

The Emails & Activities app is automatically built into every entity board in monday CRM — Contacts, Leads, Accounts, and Deals. It provides a unified communication timeline for each record that includes emails sent and received, logged phone calls and meetings, notes and follow-up reminders, and file attachments.

This timeline means any team member can open a contact or deal record and immediately see the full history of interactions — without having to search through email threads or ask a colleague for context.

Connecting Your Email Account

The first step to unlocking the full value of Emails & Activities is connecting your Gmail or Outlook account. Once connected, you can compose and send emails directly from monday CRM without leaving the platform. The email editor includes a full-featured text editor for formatting, link insertion, and file attachments — the same capabilities you'd expect from your email client.

Importantly, emails sent from monday CRM appear in your connected email account as sent items, so your email history remains consistent whether colleagues or contacts look in monday or in your inbox.

Email Tracking

Enable email tracking at the bottom of the email editor before sending. Once enabled, you'll see read receipt data within the app — you'll know when a prospect opens your email, and how many times. This real-time signal helps reps prioritize follow-up on engaged leads.

Logging Calls and Meetings

Beyond email, the Emails & Activities app supports manual logging of phone calls and meetings. After a call, reps can log the call directly in the contact or deal record with notes, outcomes, and a next step. This keeps the activity timeline complete even for communications that happen outside of email.

For teams that use video conferencing platforms like Zoom or Google Meet, monday.com integrations can automatically create meeting records in the Emails & Activities timeline when a meeting is scheduled with a contact in monday CRM.

Automating Activity-Based Workflows

The real power of Emails & Activities comes from connecting it to monday.com's automation engine. When an email or activity is logged, automations can trigger workflows that keep your board data current automatically.

For example: when a phone call activity is logged on a deal, automation can automatically update the "Last Activity Date" column on the deal board — so managers can see at a glance which deals have had recent contact and which have gone cold. When an email is received from a lead, automation can change their status from "Contacted" to "Responded" and assign a follow-up task to the rep.

Building a One-Stop-Shop for Sales

The ultimate goal of the Emails & Activities app is to make monday CRM the single place where sales reps live their workday — not one of five tabs they have to check. When email, call logs, deal stages, tasks, and reporting all live in one system, reps spend less time on administrative work and more time selling. Managers gain the visibility they need to coach effectively. And the data quality that makes forecasting meaningful becomes achievable without demanding extra effort from the team.