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Contacts management on another level

Crmble Contacts is finally here to take your contact management in Trello to a whole new level. To put it simply, all your contacts are now in an independent database, so you can link them to multiple cards across the boards of your Crmble Team while making it easy to keep the contact updated on multiple cards.

Although the migration to contacts has been designed to be as seamless and smooth as possible, keep on reading to understand what has changed and to find out about all the good things that Contacts brings.
First thing you’ll notice when you open a card is that there is an all new and fresh way to display your contact details. Visually more appealing and easier to differentiate from the fields that are purely related to the card. As Crmble suites many different use cases, cards can represent different things. A card can be a deal, lead, customer file, support ticket, shipment order, you name it!

When you create a new card, you can create a new contact from scratch by filling the details and saving the new contact.

or you can use the “Add from my contacts” button to search for an existing one and link it to the card.

Thanks to the contact database being now independent from the cards database, you can now start for instance with a contact in a card of your sales funnel board, where cards represent leads, and continue working with that same contact on a different board where cards represent actual deals.

Brenna Schmidt is linked to two different cards in two different boards

Here's a short summary of all the new features that includes Crmble Contacts

  • All the contacts are now in a separate database and can be linked to multiple cards in different boards inside your Crmble Team.
  • In the all new Contacts section you can search your contacts directory by Name, Surname, Phone, Email or Company.
  • Update your contacts from one place and track to how many cards a contact is linked to all in the all new Contacts section.
  • Your Crmble Fields are now divided into two groups. Card Crmble Fields relative to the card and Contact Crmble Fields relative to the contact. When creating new Crmble Fields you can now choose whether the new field is a Contact or a Card Field.
  • Access Crmble Fields setting from the “Gear Icon” present in every card back view.
  • There are now active buttons next to every contact detail to call, send mails or open an external link.
  • Crmble Toppings third party integrations like Gmail, Contacts or Google Drive are now accessible directly from the new contact card

Contacts FAQs

  • How do I export Contacts?

    Head over to Contacts and make sure you are in table view (use the upper right slider to switch between single contact view and table view). Then select two or more contacts using the checkboxes at the start of each contact row. To select all contacts please use the upper left checkbox of the contacts table. Once multiple contacta have been selected, click on the "Actions" button to access the export options (CSV or Excel).

  • How do I sync with Google Contacts?

    With the Google Sync Topping, you can create Google Contacts from contacts created in Crmble.

    Here's how it works:

    1. Google Account Integration: Access the Topping section and register your Google Account.
    2. Contact Mapping: You can easily add any Crmble Contact to your Google account using the Google Contact icon on the Contact's card within Crmble.
    3. Mobile Visibility: Once added, you'll see these contacts on any device that uses this Google account, complete with information about which board they belong to and the associated deals.

    This function is handy to populate other devices with Crmble Contact information. We recommend using a clean, free Google Account to have everything controlled and separated. Installing this account to any device and activating the Contact feature will gain access to Crmble contact information from your device’s Contact address book.

    Important Considerations:

    This method only syncs from Crmble to Google, meaning that changes made to your contacts in Google won't update in Crmble automatically.

    If you update contact information within Crmble, you'll need to manually refresh the contact in Google by clicking the "Update Contact" button; it won't update automatically.

    The sync is one-way and doesn't support bulk contact creation in Google Contacts; you can only create contacts one at a time from Crmble.

    There's no automatic bidirectional sync between your mobile device's contacts and Crmble.

    To import existing mobile contacts into Crmble, you'll need to export them as a CSV or Excel file, then use the import function within Crmble's Contacts or Deals to bring them in.

    Please note that when you connect a Google account that already contains contacts to Crmble, creating a new contact in Crmble based on an imported contact from that Google account may result in duplicates in your Google Contacts.

    The Google Sync Topping only translates these fields:

    • Name
    • Surname
    • Phone
    • Email
    • Job Title
    • Company
    • Birthday
    • Notes
    • Links to the Crmble Leads/Deals the contact is linked with

    Any additional custom fields that you add to your Crmble Contacts fields won't be synced with Google Contacts. Any type of info you'd like to sync should be added to the "Notes" field. Please bear in mind that the purpose of this Topping is to create contacts in a Google account to access them from any device that uses that same Google account. We include links to the lead/deals cards for quick access to Trello cards.

  • Can I create deals in bulk?

    Yes, in addition to importing deals, you can create deals from a selection of one or multiple contacts using Crmble's contacts section table view.

    1. Open Crmble and head to the contacts section.
    2. Make sure you are in the contacts table view (top right view switcher).
    3. Check a contact for one deal creation or multiple selections of contacts.
    4. Click the upper right "Action" button to access "Create deals".
    5. Step 1: Select the list you want no deals to be created in. Define how you want new cards to be named using Crmble Fields variable mapping. If nothing is specified, new deals will be named according to the main contact Name + Surname field data.
    6. Add specific members or labels to the deals
    7. Step 2: Define deal fields
    8. Click on "Create deals" and wait for Crmble to create new deal cards.

  • How do I create a new contact?

    There are two places from which you can create a new contact:

    • From a new card: Using the “Create contact” button.
    • From Crmble's contact section: Using the “Create contact” button.

      Your contact will be available on a Crmble Team level and available from any board in your Crmble Team.

    • If I disable Crmble or I delete my Crmble personal settings, do my contacts also get deleted?

      No

    • If I permanently delete a board of my Crmble Team, do my contacts also get deleted?

      No

    • How do I delete contacts?

      To delete one contact:

      1. Open Crmble and navigate to the "Contact" menu.
      2. Switch to single contact view.
      3. Search for the contact you wish to delete.
      4. Click on the trashcan icon to delete the contact.

      To delete contacts in bulk:

      1. Open Crmble and navigate to the "Contact" menu.
      2. Switch to table contact view.
      3. Use the checkboxes to select multiple contacts to delete.
      4. Click the "Action" button and select "Delete."

      Heads up!

      • Deleting a contact will also delete any deal where this contact is the main contact.
      • The Trello card associated with the deal will not be archived or deleted.
      • However, the relationship between the deleted contact and the Trello card will be removed, resulting in the deletion of the deal from Crmble's deal table.
    • If I delete or archive a card, does the contact linked to that card also get deleted?

      No. The contact database is independent from the leads/cards database.

    • What is the minimum requirement to create a new contact?

      You can create a new contact just by filling out the name field.

    • Import Contacts VS import Deals

      The contacts section is Crmble's address book. When you create a contact or import contacts you don't generate any Trello cards on your board. Contacts are available on a Crmble Team level, meaning they will be reachable from any board that has been added to your Crmble Team. You can import contacts by heading to the contacts section and selecting the Import option by clicking on the "three-dots" action button. An import field mapping screen will pop up. Select your import file (CSV or Excel) and map the contact fields with their corresponding source file column names. Once you are don, click on import and wait for the process to finish. Once done, all imported contacts will be available to add them to cards and generate deals. Learn more about contacts
      The deals section shows in a table view all the deals you have created on your board. To create a deal, create a Trello card on a list first. Make sure the list has been connected with Crmble so that the "Add from my contacts" button is available in the crmble section when you open the card. Use the "Add from my contacts" option to pick an existing contact or create one from scratch by filling out the new contact details and clicking on the "Save new contact" button. Once you are done, the contact card and the deal fields will appear. Your deal has been created.
      When you import deals, you create a new contact for each new imported deal and also a card on your Trello board. Please note that Trello only allows the creation of 1000 cards at a time. To import deals, please head to the "Deals" section and select the "Import" option by clicking on the "Action" button that you'll find in the upper right corner of the screen. As with contacts, a mapping screen will pop up. Select your import file (CSV or Excel) and map the contact and deal fields with their corresponding source file column names. Once you are done, you'll see a preview of all registries you are about to import. Click on import and wait for the process to finish. Please note that this can take some time due to the card creation involved in the process. Wait for the import progressing bar to complete. Learn more about deals

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