Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,359,851
Community Members
 
Community Events
168
Community Groups

How to send emails directly from Trello to your Crmble contacts using Benko

To celebrate the recent "official" launch of both BenkoBoard and BenkoDesk, I thought I'd share a new integration I created recently for one of my clients for whom I setup the wonderful new Crmble CRM for Trello.

In case you haven't seen the news, Crmble is a power up released recently that allows you to add CRM features to any Trello board, like this:

2020-06-29 at 12.11 pm.png

Once you've created your leads, they show up in a handy list view, with import/export functionality:

2020-06-29 at 12.13 pm.pngAnd handy funnel reports that show where everything is up to:

2020-06-29 at 12.16 pm.pngIn addition to all these fabulous features, anyone using either BenkoBoard (for their own email) or BenkoDesk (for shared email) can send an email to a contact directly from their Crmble card by simply posting a comment "@to crmble" like this:

2020-06-29 at 12.19 pm.png

The email will be sent using your Gmail account and will use the signature and primary account you have configured in Gmail.

Anything you send from Trello using Benko will show up in your Sent Items so you have both sides of the conversation in Gmail (rather than having to forward into a second system).

When the contact replies, their email will be added as a new comment to the same card, and you can simply type "@reply" to send a message back.

Benko can be used to do cc, bcc, attachments and forwards all from Trello cards, for any email, not just Crmble, and also integrates with Google contacts so after you've sent an email from the Crmble card you'll be able to send to the same contact later by name from any other card, eg. "@to Iain Dooley".

Benko also doesn't run as a powerup, it runs as a "behind the scenes" integration, so you can use it from your mobile phone or tablet, even though you can't see your Crmble fields from the Trello mobile apps.

If you'd like to give it a try you can sign up now at BenkoBoard for your own email (ie. an email address you don't share with your team) or at BenkoDesk for shared email.

I look forward to hearing your feedback!

3 comments

Iain Dooley Community Leader Jun 28, 2020

@Brittany Joiner check it out!

Like Brittany Joiner likes this

Hi @Iain Dooley ,

 

Thanks for sharing this! Crmble and Benko solutions together are definitely something else!

Can't wait to install on my boards!!

 

Cheers

Toni

Like Iain Dooley likes this
Brittany Joiner Community Leader Jun 29, 2020

@Iain Dooley this is awesome!!!

Comment

Log in or Sign up to comment
TAGS
Community showcase
Published in Apps & Integrations

Apps for Confluence you won't want to miss: RSVP for September's Appy Hours

Calling all collaborators and Confluence users! Our Appy Hours event on September 29th features 4 presenters demoing functionality to superpower Confluence. Don't miss learning about these apps i...

112 views 0 9
Read article

Atlassian Community Events