Connect multiple accounts combining Google and Microsoft accounts. Crmble email integration will keep email activity in sync.
Crmble now does the heavy lifting for you, effortlessly searching your email inbox to gather every conversation related to your deals. As long as the primary contact includes an email address, Crmble will automatically find and compile all relevant messages, giving you a clear, organized view right inside the new Email tab within your deal cards.
In this tab, you’ll see the full picture—every email in one place, ready for you to dive into. Reply, reply-all, forward, or start a new conversation from scratch using pre-defined templates, all through Crmble’s sleek visual message editor. You’ll have the power to insert variables, use template texts, and manage your communications with ease. Everything you need, exactly where you need it, with your deal details always within reach.
By activating the “Email activity comments” feature, every time a message is sent or received a a comment will be generated on your card activity showing a snippet of sent and received messages. The comment also includes links to the original message in your Gmail platform. You can use these comments for Trello automation purposes. Please note that the Trello user that creates the comment has no relation with the Email account that has created the message. Crmble can only use existing users on the board to generate these comments.
You can activate or deactivate this option for every connected account individually.
Crmble email integration supports Google Workspace aliases and additional accounts you connect to Gmail. This way you can use your custom domain accounts or a yahoo account for instance with Crmble.
In Google Workspace (and in the regular version of Gmail), you can:
Create Email Aliases: You can create aliases for your Google Workspace email address. For example, if your email is name@company.com, you can create aliases like support@company.com or info@company.com. Emails sent to these aliases will be delivered to your main inbox.
Connect Other Email Accounts: In Gmail settings, you can connect other email accounts (such as Yahoo, Outlook, or other IMAP/POP3 email accounts). This allows you to:
Follow the steps below to add more accounts to Gmail or visit Google’s “Send mail as” configuration help page.
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.
Gmail includes a nice signature creator that lets you predefine what signature to use by default with any email account connected to Gmail. Additional “Send mail as” accounts are supported too. With this new update, Crmble will capture the default signature you have configured in Gmail. A small signature preview is also available in Crmble’s email composer.
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.
Customizing your messages is a breeze with Crmble. You have the flexibility to style them exactly the way you envision them. Add captivating lists, captivating images and useful links, or even include humorous gifs to add a touch of fun. The possibilities are endless! Let your creativity shine and tailor your messages to perfection.
To access your templates head to the Gmail Topping located under Toppings. Within this section, you’ll find an overview of your current templates. Feel free to modify existing templates or create new ones according to your preferences.
You can insert data of your deal details or contacts into your messages editor or personalize your templates by inserting shortcodes. Just type a hash symbol “#” and a list of all the available Crmble Fields will pop up. 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.
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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