SendBoard

SendBoard is an email management tool that seamlessly integrates with Trello, enabling users to send and receive emails within the Trello platform. According to the vendor, SendBoard facilitates collaboration, automates workflows, and streamlines email communication for businesses of all sizes. It is utilized by sales teams, support teams, HR and recruitment teams, project management teams, hospitality and reservations teams, and various other professions and industries.

Key Features

Email Integration: Connect a shared inbox to Trello and receive emails as new cards. Reply to emails directly from Trello using the rich-text editor.

Shared Inbox Collaboration: Collaborate with your team in a shared inbox within Trello. Suitable for sales, support, HR, project management, and other teams.

Saved Reply Templates: Utilize saved reply templates to quickly respond to common queries. Save time and avoid errors by using pre-defined email templates.

Email Automation: Automate tasks and workflows using Trello automations. Create custom buttons and send templated emails based on triggers.

Customization Options: Customize your setup with custom logos, signatures, and email addresses. Seamlessly integrate with popular email providers like Gmail and Microsoft 365.

Variable Insertion: Personalize emails by inserting Trello content, contact names, and custom fields using variables. Each variable is automatically populated with the relevant value when sending emails.

Custom Domain Support: Send emails from your own custom domain to enhance trust and recognition. Link up your email address to your Trello board for a professional touch.

Merge Similar Cards: Combine multiple cards with similar conversations into one. Keep your inbox organized and prevent duplication of conversations.

Mobile App Support: Access and reply to emails on the go using the Trello mobile app. Stay connected and manage your email workflow from anywhere.

Contact Management: Manage your contact database within Trello. Import and edit contact details, group contacts by organization, and view email activity.