How to Automate Sending Personalized Emails to Crmble Contacts with Make

Introduction

In today’s fast-paced digital world, automating workflows can be the game changer your business needs. Automation is particularly beneficial when managing communication workflows, such as sending timely, personalized emails. Whether nurturing leads or closing sales deals, automating email communication ensures you remain efficient and effective without compromising the personal touch your customers expect.

This guide will walk you through the steps to integrate Crmble, Trello, and your preferred email service using Make (formerly Integromat). By setting up this automation, you’ll save time, build stronger relationships, and focus on what truly matters—growing your business. Boost your productivity by automating your workflows with Make get started today!

Why Automate with Make and Crmble?

Manually sending personalized emails can be time-consuming and error-prone. Automation solves this issue by triggering emails based on specific actions, such as moving a Trello card to a new list. By integrating Make, Crmble, and your email service, you can:

• Save time by automating repetitive tasks.
• Ensure timely communication is aligned with your customer’s journey.
• Maintain a personal touch with emails tailored to your recipients using Crmble’s contact data.

Learn how to automate sending personalized emails to Crmble contacts using Make. Streamline your workflows, save time, and enhance customer engagement with this step-by-step guide.

Tools Required for the Automation

1. Trello: For managing your sales pipeline with Crmble.
2. Crmble: A Trello Power-Up to organize and access customer data.
3. Make: For building and running automation workflows.
4. Email Service: Such as Gmail, Microsoft Outlook, or Brevo.

Simplify your processes and save time with Make the Ultimate Automation Platform!

Step-by-Step Guide

Step 1: Create a Make Account

If you’re new to Make, sign up at Make.com. You can use your Google account for a quick setup. Once logged in, you’ll have access to Make’s powerful automation tools.

Step 2: Set Up Your First Scenario

Scenarios in Make are workflows connecting various apps to perform automated tasks. For this setup:

1. Choose Trello as the trigger.
2. Select the “Watch Cards Moved to List” action.

• This means the workflow begins whenever a card moves to a specific list in your Trello board (e.g., “Qualified Leads” or “Closed Deals”).

Step 3: Configure Trello

1. Connect your Trello account to Make.
2. Choose the Trello board and list to monitor.
   • For example, choose the “Qualified Leads” list to activate email automation whenever a card is moved to this stage.
3. Run a test by creating and moving a test card in Trello. Ensure the connection works before proceeding.

Step 4: Connect Crmble

Now let’s bring Crmble into the workflow to personalize your emails.

1. Add the Crmble module in Make and select “Search Deal in Trello”.
2. Use your Crmble API token to connect.
   • You can find this token in Crmble’s settings within your Trello board.
3. Retrieve contact details (e.g., name, email) linked to Trello cards.

Step 5: Map Crmble Data

1. Select the appropriate Crmble team and Trello board.
2. Link the Card ID variable from Trello to the Crmble module.
   • This step ensures Crmble pulls the correct contact details for each Trello card.

Step 6: Connect Your Email Service

1. Add your preferred email service module in Make (e.g., Gmail, Outlook, or Brevo).
2. Authenticate your email account.
3. Design your email content:
   • Use Crmble fields like name, email address, or deal stage to personalize the message.
   • Add HTML for advanced styling, or paste HTML templates from services like Mailchimp or Brevo for a professional look.

For instance, your email might say:

“Hi [Name],
Thank you for progressing to the [Deal Stage] with us. We’re excited to assist you further!”

Step 7: Test Your Workflow

Before activating the scenario:

1. Move a test card in Trello to trigger the automation.
2. Verify the email content, recipient details, and formatting.

If everything works smoothly, your workflow is ready to go live!

Step 8: Activate and Automate

Once tested, activate the scenario in Make. When a card moves into your Trello board, we automatically send a personalized email to the corresponding contact.

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Why This Workflow Matters?

1. Saves Time and Effort

Eliminate repetitive tasks, such as manually drafting and sending emails.

2. Enhances Customer Experience

Timely, personalized communication shows your leads and customers that you value their time and needs.

3. Boosts Productivity

Focus on high-impact tasks like strategy and relationship-building while automation handles the repetitive work.

Axiabits Services

At Axiabits, we specialize in helping businesses streamline their workflows and achieve greater efficiency through customized automation solutions. We’re here to assist if you’re looking to integrate tools like Crmble, Trello, and Make or enhance your customer communication strategies.

Here’s how Axiabits can help:

• Custom Workflow Automation: Tailored automation setups to save time and boost productivity.
• CRM Integration: Seamless integration of Crmble with Trello for optimized lead and contact management.
• Email Marketing Automation: Setting up automated, personalized email workflows that engage your customers.
• Ongoing Support: Dedicated support to ensure your automation systems run smoothly.

Ready to streamline your email strategy? Start building your automation today and watch your productivity soar.

Need help to set up your automation? Book now and let’s get started!

Conclusion

Automating personalized emails with Make and Crmble streamlines your workflow, saving time while maintaining a personal touch. This setup ensures timely, tailored communication with your leads and customers, enhancing engagement and professionalism. Say goodbye to manual email tasks and focus on building stronger relationships. Start automating today to boost productivity and drive growth! 

Disclaimer

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