Managing contacts in your CRM is crucial. But let’s be honest, manually adding every contact from emails or LinkedIn is time-consuming. You get busy, forget to update your CRM, and then miss out on important follow-ups.
The Chrome extension of monday.com can save you from this hassle. It makes adding contacts effortless, saving time and ensuring you never lose track of a lead again.
With just one click, you can instantly add new contacts to your monday CRM directly from your email or LinkedIn—no copying, pasting, or typing required.
Check below if you want to watch the tutorial. I’ve recorded the whole process in a YouTube video:
How to Install the monday.com Chrome Extension
Setting up the monday.com Chrome extension is quick and easy. Follow these simple steps to get started:
- Go to the Chrome Web Store – Open Chrome and search for “monday.com CRM extension.”
- Click “Add to Chrome” – Find the extension and click the blue “Add to Chrome” button.
- Confirm Installation – A pop-up will appear. Click “Add extension” to complete the installation.
- Pin the Extension – Click the puzzle icon in the top-right corner of your browser, then go to the extension and select the option “pin to the toolbar” to pin the extension for easy access.
- Set Up Your CRM Connection – Open the extension, choose your workspace, and select the correct contacts board.
Once installed, a welcome page will appear with instructions on how to use the extension. So, you’re now all set to start adding contacts directly to your monday CRM with just one click.
How the monday.com Chrome Extension Works
Once you install the monday Chrome extension, it seamlessly integrates with your email and LinkedIn. Here’s how you can use it to add contacts directly to your CRM.
i. Adding Contacts from Email
When you open your email, you’ll notice a new icon next to the sender’s details, which is the icon of the extension. Click on the icon, and it will give you an option to view the contact in your CRM.
Once you do this, the extension automatically creates a new contact and adds their email address. You can then open the CRM item card to see all the details in one place.
ii. Capturing Leads from LinkedIn
The extension works on LinkedIn, too! When you view a profile, you’ll see the same icon next to the person’s name. Click it, and the extension adds them as a new contact in your CRM.
Right now, it only captures names, but future updates will include more details like job titles and company names.
Want to get the most out of monday.com for your business? Contact Simpleday for various services. We’ll show you how to optimize your CRM, automate workflows, and integrate tools like this extension seamlessly.
