How to build team-specific workflows with Email for Trello
Build team-specific workflows for sales, support, and marketing with Trello and the Email for Trello Power-Up.
Lots of teams use Trello for managing work and to-dos on an ad hoc basis – but with the right set up, Trello can become a comprehensive, centralized software solution for your whole business.
By customizing Trello workflows to suit each team in your organization, you can:
Scale your business. Use boards and automations to expand your business operations in Trello and manage increasing communication volume without chaos.
Consolidate your work tools. Integrate your favorite apps right into a powerful and cost-effective platform, so that every Trello board in your workspace can act as your teams’ single source of truth.
Support interdisciplinary teams. Give management teams access to a transparent overview of all work at company-wide level, while each workflow stays flexible and customizable at the team level.
In this article, we take a closer look at how to build team-specific Trello workflows for sales, support, and marketing – as well as how to integrate email with SendBoard’s Email for Trello Power-Up.
Set up Trello to suit your teams
With so many apps for different tasks, multi-disciplinary teams can end up working in silos, making it difficult to collaborate and share information.
Instead, Trello acts as a centralized digital work hub for your organization. There are two main parts to understand:
The Trello workspace is the foundation that contains all the Trello boards relevant to your business.
Each Trello board can be customized to the teams in your organization, depending on business function.
The design of the Trello board is built on the Kanban methodology – a strategy used by high-performing team globally that works a bit like sticky notes on a wall. Each card represents a task that you can move across lists, tracking its progress as it glides from 'To Do' to 'In Progress' to 'Done'.
A simple example of a Kanban workflow with three lists – To Do, In Progress, and Done
💡 TIP Find out more about how to turn your Trello workspace into an all-in-one business hub for your whole team.
Build team-specific workflows in Trello
One of the key values of Trello workflows is that they are flexible! Below, we explore how teams like sales, support, and marketing can customize their Trello board to suit their workflow, and use the Email for Trello Power-Up to set email triggers to match their exact workflow needs.
Sales and CRM
From prospecting for leads and nurturing relationships, to sending proposals and compiling reports, a successful sales process relies on great team communication and collaboration.
Trello’s Kanban system of ‘cards in lists’ is a highly customizable way to build a workflow to keep track of every part of the sales process. With the addition of the Email for Trello Power-Up, you can also manage lead outreach and client communication – without ever leaving your team’s board.
Email automations for sales teams
Generate sales reports. Send automated email sales reports straight from Trello so that your team can stay informed, improve collaboration, and get valuable insights into ongoing deals.
Send follow-up sales emails. Make sure your leads don’t go cold! This useful Trello automation can automatically send a follow-up email after a chosen number of days.
Automate your inbound sales processes. Transform your inbound sales workflow with Email for Trello! Capture leads from a Google form (or other website form) and respond automatically from Trello.
Copy our template Trello sales board to get started quickly
Help and Support
Manage both external customer communication and internal team collaboration with a centralized Trello help desk! Trello’s intuitive visual layout makes it easy to keep track of help tickets, so that your customer support team can respond faster and keep customers happy.
Connect the Email for Trello Power-Up to integrate email into your Trello workflow and process incoming email enquiries directly alongside your support to-dos. Find out more about how to create a shared email help desk in Trello.
Email automations for customer support teams
Send an automatic ‘Ticket Assigned’ email. Make sure customers get timely updates from your support desk by sending out an email as soon as someone is assigned to work on their help request in Trello.
Use auto-replies to your advantage. Set up a Trello email auto-reply to confirm receipt of customer enquiries. Add even more power with smart responses that automatically detect phrases in your incoming emails – and respond with a relevant email template.
Auto-assign new tickets. When new help request emails are received, you can set up a Trello automation to assign new cards to team members in a round-robin.
Copy our template Trello email help desk board to get started quickly
Marketing and PR
A PR pipeline can help your team track media opportunities so that you can build brand awareness, establish authority, and drive engagement with your business.
Make the most of the power of Kanban to customize the steps in your pipeline – and use the Email for Trello Power-Up to manage email outreach, respond quickly to incoming requests, and stay on top of follow-ups. Find out more about how to run a PR pipeline with email in Trello.
Email automations for PR and marketing teams
Receive media enquiries in Trello. Automatically receive form submissions as emails to your PR pipeline in Trello! Learn how to connect Google Forms to Trello, as well as other common website forms (like Squarespace and Typeform).
Keep track of brand mentions. Create a brand monitoring board to automatically get notified of new reviews and brand mentions, without ever leaving Trello.
Automate repetitive emails. If your team sends lots of similar emails (like PR releases or collaboration enquiries) example, create a Trello button to send a template email with one click.
Copy our template Trello marketing board to get started quickly
Trello workflows for your teams
Building team-specific workflows within your Trello workspace is an effective way to centralize your business operations, promote transparency, and support cross-functional collaboration.
On top of each business function (like sales, customer support, and marketing), you can also use SendBoard’s Email for Trello Power-Up to layer email management and automation features to make your communication processes as streamlined and easy to use as possible.
