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
4,298,980
Community Members
 
Community Events
165
Community Groups

Gostaria de subir vários contatos (e-mail's) de clientes para um quadro, mas em cards separados.

trabalho com a gestão de contas dos clientes de uma empresa. nossas vendas são todas realizadas via hotmart. 

gostaria de fazer um crm de vendas dentro do trello, para poder colocar informações acerca das contas dos meus clientes dentro dos cards. 

o que eu realmente gostaria de saber é: 
- tenho como subir uma lista de e-mails e para cada e-mail ser criado um card (de forma automática)? 

tenho mais de 350 clientes ativos, fora os atrasados, cancelados, então fazer isso de forma manual seria bem complicado! 

1 answer

0 votes
Alex Waite Atlassian Team Apr 10, 2022

Hey @Raissa Sousa - it sounds like you'd like to import a list of emails and make each email a card. I recommend creating a list of your emails as a CSV, then using a Power-Up like Crmble to import them in, @Brittany Joiner did a great tutorial on this over at https://community.atlassian.com/t5/Trello-articles/Trello-Holiday-Calendar-Day-5-Import-CSVs-to-Trello-with-Crmble/ba-p/1878179

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Posted in Trello

Taco Tuesday: New years' resolutions with Trello

Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristján Geir Mathiesen for sharing the picture of Taco having fun with his new friend  B...

2,387 views 28 41
Join discussion

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