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Update Contact when Calendly Scheduled

Rosko

I’m currently using the CRMBLE power up and looking for help on how to update contact card when contact schedules a call via Calendly

All New Typeform response create the Initial CRMBLE card but during our onboarding emails the new member will have the chance to schedule a call via Calendly.

The problem is 1 out of 10 people only really schedule the call. So I’m looking to improve my board so that it marks each contact on whether they have or haven’t scheduled a call. This would allow me to filter and manually reach out.

What would you recommend is the best practice to achieve this?

Thanks

Accepted answers

Iain Dooley

@Rosko if you connected your Gmail up to Trello using BenkoDesk:

http://www.benkodesk.com/

Then you can filter Calendly invitations to go into a specific Gmail label and map that to a list in Trello.

This Trellinator function would then allow you to parse the info out of the Calendly email and update the Crmble card accordingly:

https://gist.github.com/iaindooley/d09566a44a9d852fa61d121f8c5d8530

You can read more about Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

All comments

Vero Rivas

Hi @Rosko

I do not know if this information will help you, but I share it with you anyway

https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble

https://blog.trello.com/es/crm-trello-crmble

https://crmble.com/faqs/

Cheers

milynnus

@Rosko

In case like this, I would typically have to give a code in the email for the user to use on Calendly so that you can associate the appointment with the card and mark it. If you are using the card name that will work assuming it is spelt exactly for Butler to handle. Otherwise use {cardid} and consult the link to find card. If you used any of the content in the CRMBLE table you need to expose that first (a subject for another day)

I have not worked with Calendly so there may be a easier way.

Iain Dooley

@Rosko if you connected your Gmail up to Trello using BenkoDesk:

http://www.benkodesk.com/

Then you can filter Calendly invitations to go into a specific Gmail label and map that to a list in Trello.

This Trellinator function would then allow you to parse the info out of the Calendly email and update the Crmble card accordingly:

https://gist.github.com/iaindooley/d09566a44a9d852fa61d121f8c5d8530

You can read more about Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Iain Dooley

@Rosko also note that you can use BenkoDesk to send emails directly to Crmble contacts:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/How-to-send-emails-directly-from-Trello-to-your-Crmble-contacts/ba-p/1418295

milynnus

@Iain Dooley

Am I correct, because CRMBLE does a google sync with their data, BB get to use the contact by simply @to/@reply First Last?

Iain Dooley

@milynnus last time I checked the synch wasn't automated in the background, you had to actually click a "synch" button -- using the "@crmble" command will actually do both because Benko will create the contact if it doesn't already exist.