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Update Contact when Calendly Scheduled

I’m currently using the CRMBLE power up and looking for help on how to update contact card when contact schedules a call via Calendly

All New Typeform response create the Initial CRMBLE card but during our onboarding emails the new member will have the chance to schedule a call via Calendly.

The problem is 1 out of 10 people only really schedule the call. So I’m looking to improve my board so that it marks each contact on whether they have or haven’t scheduled a call. This would allow me to filter and manually reach out.

What would you recommend is the best practice to achieve this?

Thanks

3 answers

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Iain Dooley Community Leader Jan 31, 2021

@Rosko if you connected your Gmail up to Trello using BenkoDesk:

http://www.benkodesk.com/

Then you can filter Calendly invitations to go into a specific Gmail label and map that to a list in Trello.

This Trellinator function would then allow you to parse the info out of the Calendly email and update the Crmble card accordingly:

https://gist.github.com/iaindooley/d09566a44a9d852fa61d121f8c5d8530

You can read more about Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Like milynnus likes this

@Iain Dooley 

Am I correct, because CRMBLE does a google sync with their data, BB get to use the contact by simply @to/@reply First Last?

Iain Dooley Community Leader Jan 31, 2021

@milynnus last time I checked the synch wasn't automated in the background, you had to actually click a "synch" button -- using the "@crmble" command will actually do both because Benko will create the contact if it doesn't already exist.

Like milynnus likes this

@Iain DooleyThank you Iain. I like this idea. Would this still work with BenkoBoard too I presume?

@Iain Dooley 

On the side note using Benko to send emails directly to Crmble contacts via the trello comments. Is it or would it be possible to use 'shortcodes' for Crmble feilds in the email comment?

for example...

Hi $firstname or Hi {{First Name}}

Iain Dooley Community Leader Feb 02, 2021

@Rosko yep BenkoBoard and BenkoDesk are basically the same product, but BenkoDesk works for any member of the board and you typically run it through a "bot" account, whereas BenkoBoard is for individuals and you would typically run it through your own Trello account (it also comes with a specific productivity workflow called BenkoZero which I run as a coaching program).

But functionally they're the same software so in terms of email usage and features they're identical.

There's no variable substitution at the Benko layer so you'd have to do any substitution before you post the comment.

For example, I have a client who types their email into the description of the card along with {{Custom Field Names}} like that and then adds the "Send" label, the system does the variable substitution and posts the email. Since the plugin data from Crmble is available via the API you could do something similar in Trellinator (which you can run either via Google Apps Script or via our BenkoBot hosted platform). Those types of things are custom automations -- in future I would like to have some sort of "marketplace" for them but it's a way off ;)

@Rosko 

In case like this, I would typically have to give a code in the email for the user to use on Calendly so that you can associate the appointment with the card and mark it. If you are using the card name that will work assuming it is spelt exactly for Butler to handle. Otherwise use {cardid} and consult the link to find card. If you used any of the content in the CRMBLE table you need to expose that first (a subject for another day)

I have not worked with Calendly so there may be a easier way. 

0 votes
Vero Rivas Community Leader Jan 31, 2021

Hi @Rosko 

  I do not know if this information will help you, but I share it with you anyway

  https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble

  https://blog.trello.com/es/crm-trello-crmble

  https://crmble.com/faqs/

Cheers

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