Hi Guys, I am using my trello board as a CRM tool where every card is a contact. What I am trying to achieve is this I am trying to put a board button on whereby I can press it and it will send an identical email to all the email addresses within my custom field "email address" on each card that has an over due date on it but only in one list on the board. Can anyone help, I just dont have the skills to get my head around the programming side of it albeit basic for some of you. Any help would be really appreciated. In the meantime keep smiling everyone keep sending the memes around they are putting smiles on everyones faces!
Hi @Rik_Dyson ,
We have just launch Crmble Power-Up. Which turns your Trello board into a Crm. I would invite you to take a look on it and contact the team if you need something.
it comes with dashboard to see a report of your board, crmble fields to manage your contact information and linked with Google Contacs, Google Drive, Facebook Leads.... And Gmail and Google form by next week!
Hope you enjoy it and find this useful.
Hi Antonio, Thankyou for your answer much appreciated, I have installed Crmble but now I am stuck with the job of putting all my leads names into the boxes, unless you have a tried and tested way of extracting the name from the title of the card and splitting it and putting it into the forename and surname fields of the crumble boxes? Is there a way of automating this? I can't see anything on Butler that would do it can you?
@Rik_Dyson You could do this with Zapier. The best way to automate emails out of Trello using Zapier would be to use Butler to send emails to the Parse by Zapier, then reformat them and use Gmail or whatever your email server is to send out the actual emails. So basically what you do is trigger an email out of Butler (eg. when a card is due) and in the email you include your data in a predictable format like:
Name: First Last
Here is a whole bunch of stuff balh blah blah bbalh
The Parse by Zapier app will allow you to use this format to extract each bit of data as a "field" to be passed into your email app to be sent as a nicely formatted email.
I don't think you'll be able to do this with a board button that loops through sending emails, though. But emailing when a card becomes due would work just as well -- if you're worried about emailing in the middle of the night, just set your due dates with that in mind.
It could also be done using this Trellinator script if you wanted to do it periodically:
This would also allow you to only send periodically during fixed hours of the day, for example by including a condition to only actually send emails during 9am - 5pm and to set the ExecutionQueue timing to the next day at 9am when it executes after 5pm or something like that.
Or something like this if you wanted to trigger the emails when a card is overdue, only if the due date hasn't been marked as complete:
You can read more about Trellinator here:
If you want closer integration between email and Trello, you might also be interested in my product BenkoDesk which allows you to use Trello as a shared email client so everyone on the team could send and receive emails directly from Trello cards, including automated emails, and see the replies come back to the correct card (rather than just sending them out from Gmail and then not really having a record of the conversation inside Trello):
Hi Iain, thats a great answer thankyou very thorough, I shall have to investigate this further, my only comment at this stage with the emailing process is, would the emailing stored on the trello card slow the application down? Lets say I am going to soon end up with 1000 per board, and we email the clients maybe 10 times during the sales process either from small catch up emails to ones with links or competitions from time to time. How will this effect the Trello app and load up times etc? thanks again for your time
@Rik_Dyson Boards seem to be able to cope with a 1,000 or so cards pretty happily. BenkoDesk links cards to gmail by thread so if you're emailing back and forth it doesn't create a card for each email.
For example I use BenkoDesk to send out cold outreach emails and have cards move from one list to the next as each email is sent. When the person replies BenkoDesk takes it out of the queue and puts it in an inbox where I can reply. I typically see the board slow down about the 1,500 card mark and move older cards to a series of archive boards.
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Trello...
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