In the modern workplace, managing emails alongside project workflows can be a challenge. monday.com offers a solution by allowing you to connect your Gmail or Outlook accounts. However, regular password-based IMAP or SMTP accounts are not supported. Fortunately, with the IMAP Email Connector app, you can integrate IMAP and SMTP account directly with your boards, automating both inbound and outbound email tasks. This way, you can streamline communication, eliminate manual processes, and keep your team informed in real-time.

Why Integrate IMAP Email with monday.com?

Connecting your IMAP or SMTP email accounts to monday.com brings a host of benefits:

• Automated Inbound Emails: Automatically create new items or post updates when emails arrive in your inbox.
• Automated Outbound Emails: Send emails directly from your boards based on specific triggers like status changes or new items.
• Enhanced Team Collaboration: Keep your team updated with real-time notifications and centralized information.

Key Features of the IMAP Email Connector

Inbound Email Automations

• Create Items from Emails: When an email arrives, the app can automatically create a new item on your board, capturing all relevant email content.
• Post Updates: Existing items can be updated with new information from incoming emails, keeping your data synchronized.

Outbound Email Automations

• Send Emails on Triggers: Configure automations to send emails when certain events occur, such as a status change or a new item creation.
• Customize Email Content: Personalize your outbound emails directly from your monday.com board, including recipient details and message content.

Advanced Filtering Options

• Filter by Sender: Specify which email addresses or domains should trigger automations.
• Filter by Subject or Body Content: Use keywords to ensure only relevant emails initiate actions.
• Combine Filters: Use multiple criteria to fine-tune your automations for maximum efficiency.

How to Get Started

While the setup is straightforward, here’s a high-level overview to help you get started:

1. Install the IMAP Email Connector App:
   • Visit the monday.com Apps Marketplace.
   • Search for “IMAP Email Connector” and add it to your account.
2. Set Up Automations:
   • Choose from pre-built automation recipes or create custom ones.
   • Enter your IMAP and SMTP server details as specified by your email provider.
   • Define triggers and actions based on your team’s needs.
   • Apply filters to control which emails activate your automations.
3. Optimize Your Workflows:
   • Monitor how emails are creating items or sending updates.
   • Adjust your settings and filters to improve efficiency.
   • Train your team on new processes to maximize adoption.

Use Cases

• Customer Support Automation: Automatically create support tickets in monday.com when a customer sends an email to your support inbox. Assign tickets to team members and track progress without manual data entry.
• Sales Follow-ups: Set up automations to send personalized emails to leads when they reach a certain stage in your sales pipeline, ensuring timely communication and increasing conversion rates.
• Internal Notifications: Keep your team informed by automatically sending emails when key project statuses change, deadlines are approaching, or important updates are added.

Benefits to Your Team

• Time Savings: Reduce the time spent on manual email handling and data entry.
• Improved Accuracy: Minimize human errors by automating repetitive tasks.
• Enhanced Collaboration: Centralize communication within monday.com for better visibility.
• Scalability: Easily adjust automations as your team grows or processes change.

Install the IMAP Email Connector app on monday.com today and experience the difference automated workflows can make for your team.