How to Log Outlook and Lemlist Emails Automatically in Monday.com CRM — The Easiest Workflow for Busy Sales Teams

The easy, no-code way to get emails into Monday.com CRM — whether they’re sent 1:1 from Outlook or in bulk from Lemlist.

If your team lives in Outlook and runs campaigns in Lemlist, this is the simplest setup to keep everything visible in Monday.com CRM — without copy/paste or technical drama.

🧭 What we’re doing

① Each salesperson’s Outlook → Monday.com (5 minutes)

1. In Outlook go to Home → Get Add-ins → search “Monday.com” → Add.
2. Open any email → click the Monday logo in the right panel → sign in.
3. Pick your CRM board (e.g., Leads or Deals). Then:
   • Create item from the email, or
   • Attach to existing item (search by contact/deal name).
4. Optionally fill columns: Status = Contacted, Person/Email, Notes = email body/summary.

From now on, reps can stay in Outlook — each important thread gets pushed into Monday with two clicks.

② Lemlist → Monday.com via Zapier (10–15 minutes)

Goal: When Lemlist sends/records an event, log it on the correct Monday item (by email address).

Set up the Zap

1. Trigger: Lemlist → choose Email Sent (add more Zaps for Opened, Replied if you like).
2. Action: Monday.com → Find Item in your CRM board by the Email column.
   • If found → Update Item (e.g., Status = Email Sent, Date = event date, Last Activity = now).
   • If not found → Create Item with:
     • Item Name = {{FirstName}} {{LastName}} or {{Company}}
     • Email column = {{Email}}
     • Notes/Updates = “Sent: {{Subject}} ({{CampaignName}})”
     • Status = Prospecting
3. Turn on the Zap. Repeat a similar Zap for Email Opened and Email Replied if you want those statuses tracked too.

③ Optional: auto-create items from incoming emails

In Monday → Integrations → Outlook:

• When an email is received at sales@yourdomain.com → Create item in Leads board.
• Map sender email to the Email column, subject/body to Notes.

④ Optional: one-time import of past sends

1. In Outlook → Sent Items → filter by campaign subject/date → export to CSV.
2. In Monday → board menu → Import → CSV → map columns (To Email → Email, Subject → Notes, Sent Date → Last Activity, etc.).

Helpful guardrails

• Match on the Email column in Monday; it’s the cleanest way to “find or create.”
• Keep subjects consistent across campaigns so search & reporting are easy.
• Volume sanity: Lemlist webhooks/Zaps handle scale well; for very large sends, stagger triggers to avoid rate limits.
• Privacy: Don’t store full email bodies if you track sensitive data — log summaries instead.

TL;DR — the easiest path

• Reps (1:1): Install the Monday Outlook add-in → attach important emails to items in two clicks.
• Campaigns (bulk): Zapier from Lemlist → Monday: find by email, update or create item, log the event.
• Past history: Export Outlook Sent → import CSV to Monday once.

Written by Adriana Soler — Creative Director, Marketing Strategist, and your friendly efficiency evangelist for all things sales, systems, and sanity.
Helping teams trade chaos for clarity (and keep their coffee warm while doing it).