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

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

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

Open Crmble and go to the contact menu. Search for the contact and click the trashcan icon to delete it. If the trashcan icon is not active, it’s because you can only delete contacts that are not linked to any card of any board in your Crmble Team. You can check on the right column of the contact section the list of leads a contact is linked with. You can replace the main contact of a lead using the "Switch" that you can access by clicking the pencil icon to edit the contact from the back of the Trello card.

No

No

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.

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.

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.

No, we don’t expect to have any price increases on those plans, so you can safely budget the current prices into your plans.

Yes, you can. As you pay per user per month per team your monthly fee will be updated accordingly.

Yes, you can downgrade your subscription plan, simply reduce the number of licenses. This change will be reflected in the next invoice cycle, affecting both the available licenses and the charged amount.

Yearly plan downgrade example: When you downgrade your yearly plan from 5 to 3 licenses five months into the subscription, the changes will take effect on subscription renewal in 7 months.
You will be able to use your 5 licenses for 7 months until the end of the current cycle.

IMPORTANT NOTE: New subscription details won't show up until the next cycle starts.

To downgrade please follow the steps below:

No. We won't charge you unless you subscribe to a paid plan.

When you start a 21-day free trial of Crmble, you create a Crmble Team. It's like a special group where you can add as many Trello boards and users as you want. The cool thing is that everyone in your Crmble Team shares the same settings and contacts database.

During the trial, any information you add to your Crmble Team, like Contacts, Deals, and settings, will be saved for 3 months. This 3-month period starts counting once the trial ends.

If you subscribe to a paid plan within those 3 months, you'll keep access to all your data and enjoy all the features even after the free trial is over. It's like unlocking the full package!

However, if you don't subscribe to a paid plan and the 3 months pass, your Crmble Team will be wiped out along with all its data. Unfortunately, this can't be reversed, so make your decision before time runs out.

If you decide not to continue with Crmble during the trial, no worries! You can still export the deals or contacts you've created by using the export option in each section.

Warning: Deleting a Trello board that is part of your Crmble Team will permanently delete all Crmble deal cards within it, and this action cannot be undone. Please proceed with caution.

Yes, at Crmble we offer special promotions using promo codes that you'll receive whether by email, or you can access them directly through messages inside the Crmble app user interface.
These promo codes are active for a limited time and are great for optimizing your budget.

Please note that promotions are not cumulative. If you apply, for instance, a discount code to an annual plan, the two free months discount included by default on yearly plans won't be applied.

The promotional code only applies to the first subscription cycle and will not be used when renewing the plan after one year.

The promo code does not apply to any additional licenses purchased after the initial purchase.

If you acquire an additional license for an annual plan, we will only charge you for the months from the acquisition of the license and the remaining months until the end of the current cycle.

Yes, we do provide refunds for any request made within the following 15 days from the starting of the subscription plan.

You can submit your refund request by contacting us at support@crmble.com or by sending us a message on the support chat you’ll find in the Crmble menu or at https://crmble.com

Yes, you can cancel your subscription plan anytime. When you cancel, automatic renewal for the next billing cycle stops. If you're in the middle of a yearly or monthly subscription cycle, you can still use Crmble until the cycle ends.

To cancel your subscription please follow the steps below:

1. Make sure an “OWNER” or ADMIN” role user opens Crmble on a Trello board that belongs to the Crmble Team which subscription you'd like to cancel.
2. Once on the board, please open Crmble and click on the user avatar at the bottom of Crmble's main menu.
3. Head to the "Billings" tab, where you'll find your invoices and the "Cancel" option. 
4. Click the "Cancel" button and fill out the form to complete the process.

After canceling your subscription, you should receive an email confirmation from PayPal regarding the automatic payment cancellation. If you don't receive the confirmation within 5 to 10 minutes, please check your SPAM folder. In case you still haven't received it, reach out to us at support@crmble.com or use the support chat in the Crmble main menu or visit https://crmble.com for assistance.

After suspending your subscription any information you've added to your Crmble Team, like Contacts and settings, plus deal cards added to your Crmble Team boards will be saved for 3 months.
After canceling, we recommend exporting your contacts and deals before the subscription period ends. This will ensure that you have a backup of your data.

Warning: Deleting a Trello board that is part of your Crmble Team will permanently delete all Crmble deal cards within it, and this action cannot be undone. Please proceed with caution.

To upgrade to a paid plan, follow these steps:

1. Access Crmble Settings: Start by accessing any Crmble-powered Trello board. You can do this by either clicking on the Crmble button in the Trello board's header or by clicking on the Power-Ups button, selecting "Crmble Settings," and then clicking on "Edit Crmble Settings." Both methods will open the Crmble Power-Up menu.
2. Access Your User Section: Once you're in the Crmble Power-Up menu, click on your Trello user avatar located in the bottom left corner.
3. Choose Your Plan: Inside your user section, click on the "Plan" tab. Here, you can select the number of user licenses you need.
4. Complete the Checkout: After selecting the desired number of user licenses, click on "Checkout" to initiate the payment process.
5. Provide Payment Details: Fill out the required details and choose your preferred payment method, which can be either PayPal or credit card.
6. Apply Discount Code (if applicable): If you have a discount code, enter it in the field provided during the final step of the checkout process, where you choose your payment method.

This process will successfully upgrade you to a paid plan after your 21-day free trial expires.

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.

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.

Absolutely yes. All you need is a Trello account. Sign up here, It’s free! Sign up for Trello here.

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.

Unfortunately not, at least not yet. Trello currently only offer their own in house developed Power-Up’s for Trello’s mobile app. We are working on a mobile solution for Crmble. Until then, please use any mobile web browser to work on Crmble via Trello.com with your mobile device.

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).

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.

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.

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.

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.

No, it is not necessary. With Trello's free trier you can add now unlimited Power-up's to your board to fully use Crmble.

Creating a new board is not necessary. You can add Crmble's Power-up to any existing board using the "Add Power-up" option you'll find in Trello's board menu. We recommend though to start using Crmble from one of our templates.

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, we strongly recommend starting from one of our available templates.

Absolutely! We have several public templates powered with Crmble. Check them out!

It is basically a Trello board that comes with the Crmble Power-Up pre-installed and with a predefined list layout and set of Crmble fields.
At the moment we provide 5 different templates, each one to tackle a different kind of process that you can copy to start working with your team in no time.
In every Crmble powered board, the lists represent the stage of the process the template has been designed for and the set of Crmble fields are the different database fields that you see in every Trello card that ultimately represents the different contacts or tasks you manage. Feel free to start by copying one of our templates and customize the lists and Crmble fields to make it your own tailored made solution.

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

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.

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

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!

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.

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.

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.

Sure, you can add more lists to Crmble via Crmble/Settings/Crmble Lists.

Learn more about Crmble lists here

When you add a contact to a Trello card on your Crmble powered board, it becomes a deal. To create a new deal folow the steps below:

1. Add a new Trello card to a list (preferable to the first list on your board).
2. Open the new card and head to the Crmble frame to add a contact. You can pick an exisitng contact by clicking on the "Add from my contacts" button, or create a new one by filling out the contact details form and clicking on "Save new contact".

The first contact you add to the crad becomes the main contact of the deal.

Open Crmble and head to the "Deals" section to manage all your deals in this board.

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

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.

Yes. Every time you are connecting Crmble with a Facebook form you can do it with a different account.

You can connect up to 10 facebook forms at the same time.

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.

There are some rules you need to follow while your automations with Google Sheet is running:

Manually editing, adding or deleting rows while your automation is running will cause your automation to stop working.

To reactivate Google Sheet based automations due to any action mentioned above. Please delete the integration that stopped working in Crmble’s Google Form Topping and reconnect again following the form field and Crmble field matching process.

If the problem remains after that, please contact our support team via the chat bubble you’ll find in the lower right corner at crmble.com or by opening Crmble on your Trello board.

The same applies to Google Sheet based automations with Zapier.

Do not delete rows in your spreadsheet while your Zap is on, and don’t add rows in the middle of data your Zap has already recognized. This can cause errors with your Zap. If you need to delete any rows, ensure the Zap is turned off as you make your amendments. Once you’ve finished deleting your rows, you can then turn your Zap back on.

• The purpose of the App is to improve the Trello functionality, as a PowerUp, to become a small CRM with clients information.
  
• This Trello PowerUp will maintain in Sync the Trello Card Contact Data in Google Contacts, Card Attachments in Google Drive, import Google Sheets generated data to read emails of users Gmail account inbox and send mailboxes.For this reasons the App will request User Access to:
  
  • The OpenID (ID and Email) for identifying the user itself in our service.
  • The Google Contacts API, for updating and creating (not deleting) Google Contacts from the Trello Card data.
  • The Google Drive API, for storing the Trello Card Attachments (not deleting).
  • Google Sheets API, for reading content of new created rows (not modifying or deleting).
  • Google Gmail API, for reading inbox and send mail boxes in order to add message snippets to Trello cards (not modifying or deleting).
    
• Additional Limits on Use of Your Google User Data: Notwithstanding anything else in this Privacy Policy, if you provide the App access to the following types of your
  Google data, the App’s use of that data will be subject to these additional restrictions:
  
  • The App will not use this Google data for serving advertisements, or using it in any other manner than the App functionality itself.
  • The App will only use access to read, write, modify, or control the Google Contact information to sync the Contact Data from our App to this Google Contact account.
  • The App will only use access to read, write, modify, or control the Google Drive information to sync the Contact Attachments from our App to this Google Drive account.
  • The App will not store any Google Information, only the OAuth2 Refresh Token and the Google Account ID and email for identifying the user.
  • The Google Contact and Google Drive data will be stored in the final embedded Trello PowerUp as Card data.
  • The App will ask for permission to access Google Sheets API in order to read (not modify or delete) only the spreadsheets chosen by the user in order to get new rows and create new Trello cards.
  • The App will ask for permission to access Google Gmail API in order to read (not modify or delete) mails of users received and send mailboxes to copy mail messages snippets to Trello cards.
    
• App’s use of information received, and App’s transfer of information to any other app, from Google APIs will adhere to Google’s Limited Use Requirements.

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To delete a lead you just need to archive the card. You can archive it one by one or archive all the cards in one list. Archived items will disappear from your board but will show up on your search results making it possible to unarchive a card at any time. In the board menu there is an option to see all the archived cards in a board. From there you can unarchive also any item. If for some reason you want to permanently delete a lead, you can do so by using the "Delete" option that is available on any archived card.

Crmble Teams is the way you let your Crmble boards work together seamlessly. You can group as many boards as you want from different Trello Workspaces.

Crmble Teams is a totally different feature to Trello's Workspaces While both are a way of grouping boards together, Trello Workspaces relates to your Trello payment subscription and core Trello features, whereas Crmble Teams are a way to let your Crmble boards work together seamlessly and makes Crmble Fields compatible across boards that belong to the same Crmble Team.

1) Add a new Trello user to the board using the top-right share button.

(Skip this step if the user you want to add to your Crmble Team is already a member of the board)

2) Ask the user to open Crmble and authorize the Crmble power-up.

3) The "Owner" or an "Admin" of the Crmble Team can now assign an available license to the user.

There are no limits! Have as many boards on your team as you want.

No limits! Create as many teams as you like.

If you don't want a board member to have access to Crmble data and features, you can remove the Crmble license by heading to the Crmble Team section. To do so, open Crmble and click on your Trello user avatar located in the lower part of Crmble's main menu. Here you can use the "- remove license" option at the very right of each team member tha has currently a license assigned. The removed licesne can be assigned to a new user. You can swtich license as many times as you want.

If you want to remove a user completely from the Crmble Team, you will need to remove the user from every Trello board associated with a Crmble Team. To identify all the boards linked to a Team, please follow these steps:

1. Access any board that belongs to the Team.
2. Open Crmble.
3. Click on your Trello user avatar located in the lower part of Crmble's main menu.

From there, you can access all the boards associated with the team and proceed to remove the user from each of them by clicking the "share" button in the top right of Trello's board header.

The person who added the Crmble Power-Up to a board is the only one who can create and set the team. For instance, on a new board, anyone can add Crmble and set up the team. For an existing board, only the user who added Crmble to the board will be able to set the team.

Only the administrator of a Crmble Team can add new boards. (The Administrator is the person who created the Crmble team). For any Crmble powered Trello boards that were created before the Crmble teams rollout, only the user that is the admin of the Trello board and added the Crmble Power-Up is able to add the board to any existing Crmble team of which the user is an administrator.

Not directly, but you can use a workaround. Copy the board you want to move, and once you open Crmble on the copied board, you’ll be able to add it to an existing Crmble Team or to a new one. You need to be admin of the Trello board to copy the board and be an admin of any existing Crmble Team you want to move the board to.