Supercharges Crmble connecting it with thousands of apps to automate deals and contacts directly on your board.
You might be wondering, How can Zapier help me, and how does it work with Crmble?
Let’s look at a real-life example. Imagine you’ve published a form on your homepage using JotForm to collect inquiries from visitors interested in your product or service. But then what? Wouldn’t it be amazing if you could connect JotForm to Crmble so that every new form entry automatically creates a lead card in your Crmble sales funnel?
Not only that, you could also centralize other lead generation channels, bringing all your leads into one place. This way, you can easily manage your different leads and stay on top of every inquiry.
But it doesn’t stop there! By adding a couple of team members to your Crmble board, you can collaborate effortlessly on customer relationship tasks, ensuring you stay on top of every contact and boost your conversion rates.
Excited? Let’s dive in and see how it works!
First, a tiny bit of background info to know what we are talking about. Every SaaS (software as a service) like Trello, Facebook, Twitter, Mailchimp, Instagram, JotForm, Typeform or Google Apps just to name a few, can communicate with each other thanks to their API’s (Application Programming Interface) by carrying JSON data between the client and server using code. Although it sounds complicated and only within reach of skilled programmers, with Zapier this has become something anyone can do. All you need to know is that services can talk to each other and understand the simple Trigger -> Action concept to start automating without writing a single line of code.
First thing you need is a Zapier account. Zapier makes it easy to sign-up with your Google or Facebook account, but you can also create one with your email.
Next up…
There are several ways to create a new automation (a.k.a. Zap) with Zapier, but here we’ll use the ‘+ Create’ button. This opens a new screen showing the first step of any Zap: the ‘Trigger.’ A trigger is an event that starts an action—but where should it happen? In this example, we want the trigger to occur in JotForm, so let’s search for it.
At this point, it is also advisable to give your automation a name (upper left corner) to keep everything under control as we create more in the future. Use something that defines the source and target “JotForms to Crmble Sales Pipeline”, being “Sales Pipeline” the name of your Trello board where you want Zapier to create the deal cards.
Click on the Event search field and pick “New Submission” and click on continue. Zapier will ask us to log in to your JotForm account to let you pick the form we want to connect to Crmble.
Note on JotForm: Zapier will ask you a couple of questions about sensitive data collection. Basically where and how JotForm stores your form entries (you can check this in JotForm/User Setting/Data).
Once you give Zapier permission to access your JotForm account, you can continue picking the form you want from the list. Once selected, you can run a quick test run to make sure everything works as should. Click on “Test Trigger” and if everything is correct (which should be the case) Zapier will show us a chunk of fetched JotForm data with a “We found a submission” message. All good!
In the next step, Zapier will ask what service we want to connect with JotForm. Here we search for Crmble and click on its icon to continue the process.
At this stage, we finally get to tell Zapier what action we want to take. In this case in Crmble. For now, there is only “Create a Trello Crmble Card” available which does exactly that, it creates a new Crmble Lead Trello Card and a new contact in your Crmble Team contacts database using the info collected by JotForm.
Now Zapier will ask us to Sign-in with Crmble and therefore we will need a “Token”. To generate your board token, go to the board you want to connect your JotForm to and open Crmble. Go to Toppings/Zapier and click the “Generate Board Api Token”. You can generate as many tokens as you want, so any time you want to make a new Zap, just go there and generate a new one for the board
Copy the code and go back to Zapier. Click on the “Sign in to Crmble” and paste the token. Let Zapier do its thing and click continue to start mapping your JotForm fields with your Crmble fields.
As you’ll see Zapier gets a lot of different data from JotForm. We suggest mapping your JotForm fields like Name, email, and message with the Crmble Contact fields like First name, email, and message with the Trello card description fields for instance. Once you are happy with your field mapping, click on continue and run a quick test to make sure everything is working. Zapier will create a card on your board with some data from previous JotForm submissions so that you can check everything is working fine. If so, now it’s the time to turn on your Zap and see how every new JotFrom entry shows up in your Crmble Trello board automatically to follow up and close more deals than ever.
We hope this simple example helped you get the idea. What will be your next Zap?
Jump straight to Crmble’s Zap Templates automation inspiration to boost your productivity.
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