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

Deleted user Sep 03, 2022

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!

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Antonio Panea
Antonio Panea
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Sep 05, 2022

Hi @[deleted] ,

 

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.

 

Cheers

Toni

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