Gmail Topping

If you haven’t done so yet, we encourage you to connect your Gmail account to the Gmail Topping. This way you can send emails from your lead cards to your contacts without leaving your Trello board. Not only does this save you lots of time, but it also helps you not to lose focus. Also, with the tracking feature activated by default, Crmble adds short snippets in your card activity to follow up on your conversations at a glance.
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Let’s learn how to configure and get everything working in a matter of minutes.

Table of contents

Connecting the Gmail Topping

Connecting your account to the Gmail Toppings is as simple as signing in with your Gmail or Google Workspace account. To do so, just open Crmble settings by clicking the Crmble button you’ll find in the header of your Trello board. If it’s not there, use the Power-Ups button switch to make it visible as shown in the screen recording below. Make sure to check all the permissions when prompted for the Gmail Topping to work as expected.

Gmail tracking

Gmail tracking will write a comment to your card activity showing a snippet of the messages you send to the lead contact, as well as any reply. The comment also includes links to the original message in your Gmail platform. This comes in handy as a quick launcher to messages and also a quick overview to follow up on the conversation at a glance.

Gmail tracking will also write comments of the messages you send from the Gmail service.

NOTE: Gmail tracking comes activated by default and updates the activity section of your card every 15 minutes.

Adding more “Send mail as” accounts to Gmail

The Crmble Gmail Topping is limited to just one Gmail account per board, but using the “Send mail as” option available with Gmail, you can add up to 99 additional accounts to send mails from, including all sorts of non-Gmail accounts such as Microsoft Outlook, custom domain accounts or Yahoo, just to name a few.

Follow the steps below to add more account to Gmail or visit Google’s “Send mail as” configuration help page.

  1. Open Gmail and make sure to sign-in with the same Gmail account connected to the Gmail Topping in Crmble.
  2. Head to settings using the gear icon in the upper right corner. Then click on the “see all settings option”.
  3. Open the “Accounts and import” tab where you’ll find the “Send mail as” section.
  4. There you can add your account by filling out the email account and password. Please refer to the email account service provider to get detailed information about the SMTP server name and port number.
  5. Once the connection has been established correctly, Gmail will send a confirmation email with a code to make sure you have access to the account.
  6. Copy the code and paste it into Gmail’s confirmation field.
Ready! Now when you use the Gmail button in any Crmble lead card, a new selection field will be available in the mail composer that will let you select any other email address connected with Gmail.
Select any email account connected to Gmail in the Crmble Gmail Topping message composer

Check email from other accounts

If you want Crmble to keep track of the replies send to other accounts connected to Gmail, you need to activate also the so called “Check email from other accounts” option right below the previous setting in Gmail. The process is very simple and requires just a few steps as described below or visit Google’s check mail from other accounts help page.

  1. On your computer, sign in to the Gmail account you want to import to.
  2. In the top right, click Settings Settings and then See all settings.
  3. Click the Accounts and import tab.
  4. In the “Check mail from other accounts” section, click Add a mail account.
  5. Type the email address of the other account, then click Next.
  6. Make a selection and click Next.
  7. Type your password.
  8. Recommended: Check the boxes next to the options below:
    “Always use a secure connection (SSL) when retrieving mail”
    “Label incoming messages”
    Leave the other boxes unchecked.
  9. Click Add Account.

Gmail signatures

Gmail includes a nice signature creator that lets predefine what signature to use by default with any email account connected to Gmail with th “Send mail as” feature. With this new update Crmble will capture the by default signature you have configured in Gmail. A small preview of the signature is also available in Crmble’s mail composer.

Visit Googles help page to learn all about how to create signatures or set default signatures for “Send mail as” accounts connected to Gmail.

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 also edit before you send it.

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

Use the switch toggle to 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

Using variables in templates and mails

 Use Crmble Field variables in your templates or mails to customize messages with any lead detail.

The way it works is pretty simple. When you are editing your template, just type in the hash symbol “#” and a list of all the available Crmble Fields will pop up. Select a field, and a shortcode will be added to your template. Every time you use the template, all the shortcodes will be replaced by the Crmble Fields content of the lead you are sending the message from.

The same goes for the email composer. Place your cursor and insert a hash symbol “#”. Pick a variable from the list and its Crmble Field value will be directly inserted.

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.

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