Resources · Make integration

Crmble Make integrationAutomate Crmble with Make.

Tired of retyping leads into your Crmble board by hand? The Crmble Make integration gives you 5 modules: 3 actions and 2 searches for contacts and deals in Trello or Jira. This guide links your account, then walks you through a first scenario you can test right away.

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What you can automate

What can the Crmble Make integration do for your pipeline?

The Crmble Make integration connects your Crmble CRM to Make, a no-code tool where you build a scenario (the automation itself: a chain of modules that runs on a schedule or when an app calls Make). Each module is one brick of that chain. With Crmble, those bricks create contacts and look up deals, so your board fills itself from the other tools you use.

Leads that land straight on the board. A sales rep who collects sign-ups in a form tool can let Make pass each new entry to Create New Contact in Crmble for Trello. The contact shows up in Crmble without anyone copying a name or an email. Teams working in Jira have the twin module, Create New Contact in Crmble for Jira.

A quick check before acting. A support lead can run Search Deal in Trello or Search Deal in JIRA to see whether a deal already exists, then decide what the next module should do. A search can return nothing, one deal or several, and the scenario needs to handle all three cases.

Anything the list does not cover. Make an API Call reaches any endpoint of the Crmble API with the same connection, which helps when a use case goes past contacts and deal searches.

Know the limits before you start. Crmble has no trigger in Make, so something else has to start the scenario: a schedule, or a module from another app. You also need an active paid Crmble account. For a wider view of the tool, read our Make review, and if you are weighing both platforms, the n8n vs Make comparison lays out the criteria. When a run fails, Make troubleshooting covers the usual causes.

Connect

How do you connect your Crmble account to Make?

  1. 01

    Copy your Crmble API key

    Open the Trello board where Crmble is installed and click the Crmble button or menu. Go to Toppings, then Make, and copy the key shown in the user API token field. Keep it at hand for the next step.

  2. 02

    Add a Crmble module

    In your Make scenario, add any Crmble module and click Create a connection. A connection is your Crmble account linked to Make once, then reused by every Crmble module you add later. The Connection name field is optional.

  3. 03

    Paste the key and save

    Paste the API key you copied from Crmble, or follow the instructions Make shows on screen, and save. Once the connection works, Make can read your Crmble data, so the module fields become easier to fill.

First scenario

Build your first scenario with Crmble

GoalWhen a new lead appears in another app, Make adds it as a contact in Crmble for Trello.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Since Crmble has no trigger, pick the app where your leads arrive first, such as your form tool, and choose its module.

  2. 02

    Add the Crmble module

    Click the + on the right of that first module, search for Crmble and pick Create New Contact in Crmble for Trello. Select the connection you created, or click Create a connection now.

  3. 03

    Map the lead to the contact

    Fill the module fields with data from the first module. Each lead travels as a bundle, one item passed from a module to the next, so you drag the lead details from the first module into the fields Crmble asks for.

  4. 04

    Test with Run once

    Click Run once to execute the scenario a single time. Read the bundles each module received, then check that the new contact really appears on your Crmble board.

  5. 05

    Schedule and switch it on

    Set the schedule on the first module (every 15 minutes by default on a new scenario), then switch the scenario on. From then on, each run counts one operation per module and per bundle on your Make plan.

Modules

What each Crmble module does

Crmble gives you 5 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Crmble1

Create New Contact in Crmble for Jira

ActionIn the docs only

This action adds a contact to Crmble for Jira from data another module hands it, so a person met in a form or an inbox becomes a CRM record without copy and paste.

When to use it
your sales pipeline lives in Crmble for Jira rather than on a Trello board, and new leads keep arriving from an outside tool.
Watch out
each bundle that reaches the module creates one contact, so a search placed before it can multiply the records.
Crmble2

Create New Contact in Crmble for Trello

ActionIn the docs only

Here you get a fresh Crmble contact on your Trello board every time the scenario passes it a lead, which keeps the board current without manual entry.

When to use it
your team runs Crmble inside Trello and wants sign-ups, event attendees or inbound emails turned into contacts.
Watch out
run the scenario once with a test lead first, since Make counts one operation for every contact the module creates.
Crmble3

Make an API Call

ActionIn the docs only

With this module you can call any endpoint of the Crmble API while reusing the connection you already set up, so nothing extra has to be authorized.

When to use it
the four ready-made modules stop short of your need, for example a Crmble action that has no dedicated module in Make.
Watch out
you write the request yourself, so keep the Crmble API documentation open while you build it.
Crmble4

Search Deal in JIRA

SearchIn the docs only

You get back the deals from Crmble for Jira that match your search, ready for the next module to read or act on.

When to use it
before creating anything, to find out whether a deal already exists for a customer who just wrote in.
Watch out
a search can return zero, one or several bundles, and every following module runs once per bundle and can create or change several records in one run.
Crmble5

Search Deal in Trello

SearchIn the docs only

This search lists the deals on your Crmble Trello board that fit your criteria, turning each match into a bundle the scenario can use.

When to use it
a new message or form entry names a company, and you want to see its open deal before deciding what happens next.
Watch out
a search that finds zero deals returns zero bundles, so test it with a company you know is on the board before trusting the result.
Need help

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FAQ

Questions people ask about Crmble and Make

01Is the Crmble Make integration free?
Yes on the Make side: Crmble is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run and 512 MB of data transfer. Paid Make plans lower the interval to 1 minute and remove the cap on active scenarios. The catch sits on the Crmble side: the connection only works with an active paid Crmble account, so check that subscription before you build anything.
02What do you need to connect Crmble to Make?
You need an active paid Crmble account and your Crmble API key. To get the key, open the Trello board where Crmble is installed, click the Crmble button or menu, go to Toppings, then Make, and copy the value in the user API token field. In Make, add any Crmble module, click Create a connection, give it a name if you like, and paste the key. Every Crmble module in your scenarios then reuses that single connection.
03Does the Crmble Make integration react in real time?
No, because Crmble has no trigger in Make: none of its five modules can start a scenario on its own. You have two ways to get things moving. Set a schedule on the first module, which runs the scenario every 15 minutes by default on a new scenario. Or open the scenario with a trigger from another app, such as the tool where your leads first arrive, and place the Crmble modules after it. In that second case, how fast it reacts depends on that other app's trigger.
04What if a Crmble module is missing in Make?
Use Make an API Call. It calls any endpoint of the Crmble API with the same connection as the other modules, so you can cover an action the four dedicated modules do not offer. You will need to write the request from the Crmble API documentation. Also note that the Make documentation for Crmble is flagged as AI-generated from the vendor's docs and may contain mistakes, so verify key details and contact Crmble directly when something does not match.
05Should you use Make or n8n for Crmble?
It depends on what the tool offers for Crmble in each case. On Make, you get five modules: two to create contacts, two to search deals in Trello or Jira, and Make an API Call for the rest, all driven from a visual editor. Many apps also have an n8n node, so check whether one exists for Crmble and what it covers before choosing. Compare the modules you actually need, how you prefer to build, and which platform your team already knows.
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