What is Crmble?
Crmble is a Trello Power-Up that turns any board into a powerful yet easy to use CRM system that makes customer relationship management a piece of cake.
Where can I find Crmble?
You can find Crmble in Trello’s Power-Up Market listed under Sales & Support category or as a ready to use CRM & Sales Pipeline Template.
Do I need Trello for using Crmble?
Absolutely yes. Need a Trello account? It’s free! Sign up for Trello here.
Where can I use Crmble?
You can use Crmble on any major web browser such as Chrome, Firefox and Internet Explorer on Windows and all the previous plus Safari on MacOs. Crmble is also available on Windows and MacOs Trello’s desktop app. Crmble is unfortunately not fully available on Trello’s mobile app but available on any major mobile browser.
What personal info does Crmble actually store?
Crmble integrates Trello elements with third party apps such as Google services to turn your board into a powerful yet easy to use CRM system. To achieve this we need you to authorize Crmble the first time you add it to a board, so that we can read your Trello data.
Small disclaimer here: Although authorizing Crmble for Trello is made on a user level and Trello’s authorizing window leads you to think we get permission to access all your boards data, fact is that we only have permission to access the Trello boards to which you add and enable Crmble to. When you authorize Crmble we collect the following data:
- Trello users id
- Trello user email
Crmble offers some nice integrations with Google services. In order to achieve this we need you to connect your Google account with Crmble. This includes granting permissions to access your Google Drive, Google Contacts and Google Gmail. In this case all we keep is a token that Google issues to establish connections with your Google services whenever needed.
- Google Sheets token
- Google Gmail token
- Google Drive token
- Google Contacts token
We also offer out of the box integrations with Typeform and Facebook. In this case we also ask you to connect your account and authorize Crmble. As with Google, the only information we keep is a token that allows us to establish connections with your data to read new Typeform or Facebook leads ad entries.
- Typeform token
- Facebook token
How do I disconnect my Google account from Crmble?
This is the method of choice in order to disconnect Crmble from your Google account. This has to be made on every Trello board with Crmble in which a Google account has been connected.
In Settings/Toppings/Google you can easily disconnect your Google account from Crmble clicking on the trashcan icon. By doing so, Crmble will automatically disconnect every Google Service including any Google Form connection that has been established with Crmble. Signing in again will not reestablish previous Google Form connections, but will re-activate Google Sync functionality and GMail tracking (if toggle is on).
What happens if I disable Crmble from a board?
By accessing Trello’s board menu Power-Up section, you can click on Crmble to disable it from your board. This action will disconnect automatically your Google account only from this Trello board in particular which means that other Crmble configuration in any other board won’t be affected.
What happens if I permanently delete every single Trello board where Crmble has been enabled?
Permanently deleting every Trello board on which you enabled Crmble results in a complete disconnection between your third party services and Trello account with Crmble.
What does Crmble Power-Up “Remove Personal Settings” do?
Note that removing personal settings does not disconnect your Google account integrations
By using the “Remove Personal Settings” option on the Crmble Power-Up options, you tell Trello to revert your Crumble authorisation on a user level which only implies that Crmble can’t be used on any of the boards where Crmble has been added to. Authorizing again will give you access back to your Crmble installation without affecting any integration made, so this is not a way to disconnect your Google Account from Crmble.
Removing your personal settings from Crmble Power-Up implies that we lose your Trello user id but not your Trello user e-mail. In order to delete your Trello user e-mail from our database, simply unsubscribe from our newsletter.
What about the data in my Trello board or in any of my third party services?
Crmble does not store any information that is in your Trello board or in any third party service you connect with Crmble. In fact Crmble does not have access to any data that is in your Google Drive or contacts as long as you don’t specifically grant permits for it. Morevoer Crmble only asks for permissions to establish connections in order to read or write data for automation purposes between integrated services. Crmble does not use delete permissions in any way and doesn’t update any data that hasn’t been created specifically by Crmble.
What is a Crmble Lead/Card?
A Crmble Lead is a Trello card that has at least one Crmble field filled in with data. You can easily identify Crmble Leads by this icon .
Only Crmble leads will show up on reports. Crmble fields are only visible on cards that are placed on Crmble Lists.
Do I need a Trello paid plan to use Crmble?
No, it is not necessary. With Trello basic you can add 1 Power-up per board to fully use Crmble. Upgrade to a higher plan is only needed if you want to use Crmble combined with other Power-Ups.
Do I need a new Trello board to use Crmble?
No, it is not necessary. You can add Crmble Power-Up to any board you are currently using. Please note though that Crmble will ask you to add its default layout of 6 lists to your board, but you can customize these.
How do I install Crmble?
Installing Crmble is very easy. You just need a Trello account and add our Power-Up to a board.
Wether you have already a Trello account or not, you can start from any of our available templates.
Are there any Crmble Templates I can use?
Absolutely! We have several public templates powered with Crmble. Check them out!
How do I start using Crmble?
Using Crmble is very easy. Once you add Crmble to your board, our quick setup guide will pop up to get you started in a few minutes.
Check out our Get Started video
Why do I need to Authorize Crmble?
Crmble is a powerful tool that turns your Trello board into an easy to use CRM system, but with great power comes great responsibility (as uncle Ben used to say). In order to let Crmble do its thing and add all those nice functionalities to your board, we need to make some complex API connections between Trello and third party services (such as Google or Facebook) under the hood. In fact, any Power-Up based on API connections that adds new functionalities to your Trello cards or lists will ask you to authorize.
The way Trello is designed, whenever you add a Power-Up, you decide on which board you want to add it to. Authorizing, on the other hand, is made on a user level. This means that once you authorize a Power-Up, as long as you don’t remove personal settings, you can enable or disable it from your boards without being asked to every single time. Also note that authorizing a Power-Up doesn’t mean it’s going to access al your boards. You need to add the Power-Up manually to every board on which you want to use it.
Trello takes its users security and privacy very seriously and any Power-Up needs to pass Trello’s audit before it gets approved to go public on its market place, and so did we.
Once Crmble is added to a board, a quick setup guide shows up asking you to authorize first. This Pop-Up will also appear if you click on the “Get Started!” button.
Alternatively you can authorize the Power-Up in the Board menu → Crmble → Authorize.
How do I add the lists/sales pipeline to Crmble?
During Crmble’s quick setup wizard, you will be asked to add our default sales pipeline layout. If for some reason you close our wizard, don’t worry, you can add those lists at any time by clicking on Crmble’s button (on the upper right corner of your board). Go to settings/Crmble Lists and click on “Add default layout”. Done!
Learn more about Crmble Lists here
How do I connect my Google account?
To connect your Google Account, click on Crmble’s button (on the upper right corner of your board) and go to Toppings. Choose Google and click on the “Sign in with Google button”. Follow the authorization process by giving permission in every step and that’s it. Simple!
Why do I have to give Crmble so many Google account permissions?
Crmble offers many nice ways to integrate your Trello board information and activity with your Google account and its services. We currently offer three Google integrations; Gmail to send and follow up on email threads, Google Forms to create new cards for every submitted form and Google Sync to create Google Contact and card attachments in Google Drive.
In order to be able to communicate with your Google service, Crmble need to get permission. Crmble is in compliance of Google’s security and operational procedures and this has bee verified by an independent third- party auditor as required by Google. OAuth authentication process is used to securely connect with your account. One of the reasons for so many permissions asked is that Google does not offer the possibility to get independent permission just for “create” and/or “modify” actions alone. It automatically includes “delete” permission when “create” and “modify” permissions are requested for instance.
Regardless, Crmble doesn’t use delete permission and will never do. Crmble only reads from, and/or creates info on your Google account as its only purpose is to integrate services.
How do I sync with Google Contact/Drive?
Crmble adds some extra custom fields to your cards that makes it possible to store data in a more organized and consistent way, but most importantly, these Crmble fields are a perfect way to connect services to share data. Whenever you connect a Google account, data stored in those Crmble fields or card attachments can be synced to your google account.
Use the Google Sync button in your cards to choose wether you want to create a contact from your Crmble filed data or copy your card attachments to your Google Drive. Crmble will automatically create tags in contacts and conveniently named Google Drive folders to help you keep things under control.
Can I add labels to my Trello cards?
Yes of course! You can use any Trello functionality with Crmble. You can even filter by labels in the Dashboard reports by clicking the label icon you’ll fin in the header section.
Can I add more lists as touch points of my Sales pipeline?
Yes, you can add more lists to Crmble via Crmble/Settings/Crmble Lists.
Learn more about Crmble lists here
I added some lists but they are not showing up in the dashboard?
In order to make a list be part of Crmble sales funnel you need to go to Crmble/Settings/Crmble Lists and add existing lists or new ones to Crmble.
Learn more about Crmble lists here
Can I connect more than one Google account?
Yes. You can use a different Google account for each Google integration we offer in our Toppings section (Gmail, Google Forms and Google Sync). At the moment though it is not possible to connect more than one account per Topping at the same time.
Can I connect more than one Facebook account?
Yes. Every time you are connecting Crmble with a Facebook form you can do it with a different account.
How many Facebook forms can I connect with Crmble?
You cannot connect more than 10 facebook forms at the same time.
How do I connect a Facebook form?
Click on Crmble (on the upper right corner o your Trello board).
Go to Toppings -> Facebook -> Login with Facebook
Select a Facebook page you manage. Then select any Facebook Leads Ad you are running for that page.
Security
Crmble is a Power-Up build on Trello and does not exist as a stand alone service. There is no Crmble account or Crmble user login (at least not yet). We don’t collect any user data apart from Trello’s user e-mail address and API tokens via OAuth authentication every time you connect Crmble to any of the available third party services integrations via Crmble Toppings. In case you find or have the suspicion though that some kind of security breach could be taking place, please report any security vulnerabilities to security@crmble.com