Send and receive emails in Trello
Most organisations deal with email on a daily basis, and it can get messy.
This is especially true for teams with shared email addresses like sales@, accounts@ and support@. We all know Trello is great for collaborating and organising, but it doesn't do email well. That's where SendBoard's Email for Trello Power-Up comes in!
What is Email for Trello?
Email for Trello is a Trello Power-Up made by SendBoard. It connects your inbox to Trello so that you can send and receive emails directly from your board.
It’s a whole new way to think about email for teams.
Receive Emails - New emails appear as cards on your Trello board, with smart logic to group conversations.
Collaborate - Use the processes and Power-Ups you’re already familiar with to get work done in Trello.
Reply - See the full thread of email messages and internal notes, then reply without leaving Trello.
So how does the Power-Up work?
Let’s say you you’ve set up
firstname.lastname@example.org for your pet salon, Pet Cuts. Once you’ve added the Power-Up to a Trello board and configured all your settings, you’ll do all your emailing directly in Trello.
Any time a customer sends an email, it will arrive as a new card in Trello. You can choose which list new emails should arrive in.
Incoming emails appear as new Trello cards
When you open up the card in Trello, you’ll be able to see the email content posted as a comment on the card and collaborate with your team around a reply. Click on the "View Emails & Reply" button to open the full email thread.
And just in-case you aren’t available right away, you can set up an auto-reply so your customers get an immediate response.
When you are ready to reply, you can put together a rich-text email with attachments. You can also set up an email signature to be added to all of your future replies.
So that’s a brief summary of how the Power-Up works: Receive emails, collaborate, and then reply - all from within Trello.
How SendBoard can be used in your team
These are examples of shared mailboxes where teams often need to collaborate:
With emails arriving in Trello as new cards, your team can:
Assign responsibility and move an email card through your workflow.
Discuss the email using Trello comments.
Add checklists and due dates for work related to the email.
Use automation to automate emails and tasks.
Reply to emails directly from the card, using SendBoard’s email editor.
Reply to emails on the go using the Trello mobile app.
Automatically pull card details into emails with variables.
How to get started
SendBoard is listed in the Trello Power-Up directory where you can add it to one of your boards to get started on a 14-day free trial. To find out more information, check out SendBoard.com. If the free trial works out well for your team, you can sign up on a paid plan, all from within the Power-Up settings. Plans are billed per board, on a monthly basis, for unlimited users.