Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

New Crmble features: deal value, import/export, Zapier, and more!

I've been helping out the Crmble team this year because I'm super impressed with what they're doing. They've automated a lot of things I initially wrote about building out from scratch in my Trello blog post about making a CRM workflow in Trello. When I first started working with them in January, they were essentially in beta and hadn't even been added to the power-up space yet, but already had a framework for automatically building a typical sales pipeline default list layout, adding fields to cards for managing contacts details, and a reporting dashboard to show progress through the sales pipeline. 

Fast forward to March, Crmble became a power-up and users started coming in. We got so much feedback about how useful it was. Toni was (and still is) talking daily to users about what features add and how to improve. Now Crmble has over 20,000 users, and so many new features, if you tried it out in March, you would hardly believe it's the same product!

Import and Export to CSV

If you want to migrate from another CRM, or if you just want to be able to easily export your leads into another format, Crmble gives you the option to bring data in and out of your Trello board!

image.png

 

Custom Crmble Fields

Your Crmble board comes pre-loaded with customized fields that are relevant to managing contacts, like phone number and email. But perhaps you want more. Previously you could have done this by adding the Custom Fields Power-Up, but now you can customize your fields within the Crmble settings! Just select the type of field you want and it's title. You can determine which ones are shown inside cards and which ones aren't. Learn more in this blog post.

Allllll sorts of integrations... including Zapier

If you want your leads to auto-magically find their way into your board, it's easier than ever now with all of Crmble's "toppings" and integrations. 

  • Facebook Leads
  • Google Forms
  • Typeform
  • Zapier (yes, this means you can integrate Crmble with literally over 1,000 other apps)

Wherever you get your lead information, it's easy to bring it into Trello with Crmble. 

Deal Value

Keeping up with the value of your deals is important to every sales team, so Crmble has a field on the card for setting and viewing the deal value. Visit your dashboard to see the value of all deals and filter by date and by card member. 

image.png

 

What's next?

Well, that's up to you. The team is constantly looking for feedback, and we're discovering cool use cases all the team. Although initially designed as a CRM for sales teams, HR and recruiting teams are using Crmble to manage applicants. Teachers are even using Crmble to manage student inquires! 

Have you tried out Crmble? What did you want to see more of? Would love to hear about everyone's favorite features or anything that you felt was missing that would improve your experience. 

0 comments

Comment

Log in or Sign up to comment
TAGS
Community showcase
Published in Trello

📹 Favorite Trello templates

Hello Community!  My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...

138 views 6 10
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you