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Upon accessing the new Email section, you’ll find the ability to connect multiple accounts to Crmble – one account per Crmble Team user, plus a total of 2 shared accounts for the team. This highly requested feature since our Gmail integration’s inception is sure to delight many of you.
Current User Note: All previously connected accounts are set as shared accounts. However, please note that, upon disconnection, Crmble is limited to setting a total of 2 shared accounts.
Crmble effortlessly searches your Email inbox to gather all the conversations related to each deal. As long as the primary contact information for a deal includes an email address, Crmble will diligently explore your inbox to find and compile these conversations. Conveniently access them in the all-new Email tab, located within your deal cards.
The Email tab provides a comprehensive view of all relevant email conversations, allowing you to seamlessly continue your discussions using pre-defined templates. Whether you need to reply, reply-all, or forward messages, or compose new messages from scratch, Crmble’s visual message editor makes the process a breeze. You’ll have the flexibility to insert variables, capture template texts, and access everything you need, precisely where you need it, with all deal details readily available at your fingertips.
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.
The email feature is currently limited Gmail or Google Workspace accounts, but using the “Send mail as” option available within Gmail’s settings, you can add up to 99 additional accounts to send mail from or send mails as 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 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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