Hello, I want to use Trello as my main management tool but it lacks one major function.
I want to be able to send emails from within cards directly to the customer/user/colleague similarly to how pipedrive does.
Is there a way to do this with Trello and any powerup/extension?
@Chris Tsounis check out this integration I wrote called Benko Board that allows you to use Trello as a Gmail client:
https://trello.com/integrations/#benkoboard
Thanks @Jodi LeBlanc
Thanks @Jodi LeBlanc
@Iain Dooley is it only for gsuite users or can it be installed on separate gmail accounts? Moreover, do you have any plans to introduce email templates for repetitive tasks?
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@Chris Tsounis you can technically install it on a free gmail account but your quota gets exhausted if you use it extensively and then it just sort of dies ... quotas are much, much lower on free gmail. It can be done, though.
There are automations that come standard with Benko Board via a Trellinator user and, out of the box, there is a basic "canned response" system where you can configure it to post a template when you add a particular label to a card, which you then copy, edit and send. It's a little clunky, but anything more sophisticated would be a custom Trellinator automation:
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Hi @Chris Tsounishave you considered integrating Trello with Slack? I know many teams that use Trello for collaboration and Slack for communication. Here is a link that demonstrates the benefits:
https://trello.com/en/platforms/slack
Please let me know if this helps.
Thanks,
Jodi
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Hey Jodi, thanks for your time! :)
However, I need to send emails to customers/users/colleagues, not just messages to colleagues.
Do you know of a way that I can send emails from within Trello?
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Thanks @Chris Tsounis I did see this feature for Butler, would this meet your needs?
https://trello.com/c/V9WIfI5i/236-sending-email
Thanks,
Jodi
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Thanks again @Jodi LeBlanc :)
Unfortunately, I am looking for a more complete email system. Ideally I want something similar to what pipedrive does, where I can assign an email thread to a card, reply to all participants, create email templates etc.
I know Trello doesn't offer something directly, I am mainly looking for an extention or sth like that.
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Thanks @Chris Tsounis, @Iain Dooley may know of something that meets your needs :)
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