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Importing Lead from CSV Into a card that's a template

Hello, I'm using Crmbl CRM and I've created a card that's a template.  I added some additional lists and items that need to be on all my cards.  When I go to import from a CSV, it's just importing it as a regular card, not using the format of my template card.  How do I import these leads into my board using this certain card template?  Thank you!

1 answer

1 vote

Hi @Sherry Pool ,


Toni here from Crmble! 


Maybe you could create a Trella Butler rule that triggers every time you create a card in a specific list. Then add an action like "Add X description" or whatever you need...


That way when you make the import of those cards the template information will be added.




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