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Send Emails from your Trello board

Gmail Topping update: Save Time with Templates

Communicating with your contacts just got even easier. Did you know you can email your contacts from inside your Trello board? With Crmble, once you connect to the Gmail Topping, you can follow up on your email conversations without leaving Trello.

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1. Connecting Gmail and Crmble

To connect your mail, head to your Crmble settings. Go to Toppings, and select “Gmail”.

2. Sign in with your Google account to give Crmble permission to access your gmail.

Crmble menu with Gmail Topping selected

3. Activate Gmail tracking

Once you’re connected you can turn on “Gmail Tracking”, which will check for emails related to your Crmble contacts and thread them in the comments on their corresponding card.

Crmble Gmail Topping account configuration

Gmail tracking will write a comment to your card activity with a snippet of the messages you send to the email address stored in the Email Crmble Field of the card. Any email you receive from that Email address will also produce a new comment with a short snippet to easily follow up on your communication with that contact without leaving your Trello board.

NOTE: Don’t expect to see these snippets immediately. Gmail tracking updates activity every hour.

Crmble Gmail Tracking

4. Want to send an email?

Easy! just go to any card that you have an email stored in the Crmble email field.

Crmble Fields - Email address

Click the “Send email” button on the right side of the card.

Crmble Gmail Topping Send email button

From there, just type the subject and body of the email you want to send, and you’re good to go.

We made Markdown available to style your messages. Check out the Markdown sheet sheet to find out more about all the possibilities Markdown has to offer.

NOTE: The Gmail Topping will send the messages from the configured Gmail account to the email address stored in the “@ Email” field of your card.

But wait… there’s more.

Gmail Templates

Life is too short to spend it constantly typing the same text over and over again. 

If you find yourself sending the same kind of emails to your contacts, you can use Crmble Email Templates. A template is a pre-built email that you can select and customize before sending to a contact.

You already have some email templates available but new ones are easy peasy to set up.

Just activate the ones you’d like to use.

Create your own templates

Head over to your Crmble settings, then go to the Gmail settings under Toppings. You can see any templates you’ve currently set up. From there, you can edit or add new ones.

You can also use Markdown in the templates editor to add some style, lists, images, styling, links, funny gifs… you name it.

Crmble Gmail Topping - New template setup screen

Sending email templates

Crmble Gmail Topping - send email popup window

Open a contact card and click the “Send email”  button. The email message composer will pop up. Use the drop down menu to select one of the activated templates.

You can edit the text or send the message straight away.




Need more ideas for how to use Crmble Templates?

We know you’ll come up with some amazing templates yourself, but in case you need some help getting started, here are a few you can add based on your use case.

Feel free to use the email templates below. They come with some handy Markdown examples including comments that will help you learn how to use Markdown language to add style and HTML elements  to your messages without using HTML tags.

Just copy / paste into your Crmble templates and edit to suit your needs!

Lear more about Markdown Language

You can also use 😊 emojis like in the subjects of the template examples below.

On MacOs: ctrl + cmd + spacebar

On Windows: Windows key + ; (semicolon) or Windows key +. (period).

Sales/Marketing

First contact message

Subject:
				
					🤙🏻Let’s chat
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

I wanted to reach out to you and see if you’d be interested in seeing how we can work together.
[//]: # (This is how you create a link with Markdown. You can replace the url with your own link.)

Here’s a [link to my calendly](https://calendly.com/liamj0924) if you want to schedule an online meeting.

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Follow up message

Subject:
				
					✅ Checking in
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

Haven’t heard anything from you recently, so just wanted to check in and see if you had any questions or anything I can help you with. In the meantime, here are a few resources that should help!

[//]: # (This is an example on how you can create a list of external links with markdown. Feel free to replace the name between the brackets and the hashtag symbols with your own external links.)

- [Resource X](#)
- [Resource Y](#)
- [Resource C](#)

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Recap message

Subject:
				
					📞 Following up from our call
				
			
Body:
				
					 It was great chatting with you earlier! I just wanted to send over a quick recap of what we discussed.

[//]: # (This is an example on how you can create a list of external links with markdown.)

- Sales process
- Pricing
- Next steps

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Hiring & Recruiting

Confirmation message

Subject:
				
					✅ We’ve received your application!
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

Thanks for submitting your application. Our team is reviewing it and we’ll be in touch to let you know if we think you’ll be a good fit for this role!

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Follow up message

Subject:
				
					☕️ Let’s chat!
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

After reviewing your resume and your application, our team would love to meet with you and discuss this role further. Please respond with some days and times you’d be available and we will schedule your first interview!

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Recap message

Subject:
				
					 Update on your application
				
			
Body:
				
					 Thanks for applying, but unfortunately we won’t be moving forward with your application. We will keep you in our queue if we have any related roles in the future!

[//]: # (This is how you insert images with Markdown. You can replace the link with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Support

Confirmation message

Subject:
				
					✅ We’ve received your request!
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

Thanks for reaching out to our support team. We’ve received your request and we’ll be in touch within 24 hours to help you solve this!

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Follow up message

Subject:
				
					ℹ️ Need more information

				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

Can you tell us a little more about the problem? If you could provide screenshots and any additional details to reproduce the issue that you’re seeing. 

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Closing message

Subject:
				
					Were you satisfied with your support?
				
			
Body:
				
					 Just wanted to check in and make sure we have resolved your issue. If not, let us know and we’ll be happy to take care of it.

[//]: # (This is how you insert images with Markdown. You can replace the link with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Order Management

Order confirmation

Subject:
				
					✅ Your order has been processed
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

We’ve received your order and we’ll get it shipped to you as soon as we can! Your order number is ____ . Let us know if you have any questions.


[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Shipping confirmation

Subject:
				
					📦 Your order has been shipped
				
			
Body:
				
					[//]: # (This is a comment and won't be rendered in the outgoing email message. Feel free to edit this message to suit your needs.)

Your order is shipped and on its way to you. Here’s your tracking number: ____. 

[//]: # (This is how you insert images with Markdown. You can replace the link image with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

Order review

Subject:
				
					😕🙂😃 Please review your order
				
			
Body:
				
					 Now that you’ve received your order, we’d love if you would share a review! Just go here and let the world know what you think: ________


[//]: # (This is how you insert images with Markdown. You can replace the link with your own logo link.)

![Acme logo](https://crmble.com/wp-content/uploads/2021/05/acme_logo.png)

[//]: # (This is how you insert an email links with Markdown. You can replace the email with your own.)

[liamjones@mymail.com](mailto:liamjones@mymail.com)

				
			

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