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Automated File Connection

Crmble Data Integration — Trello CRM Performance Tracking

Connect Crmble through scheduled exports by email, SFTP or S3. Your AI agent reads contacts, deals, pipeline positions, and lead origins from Trello cards — then correlates sales performance with cross-channel insights from 1,400+ data sources.

  • 1,400+ data sources
  • Any warehouse or BI tool
SOC 2 Type II, examined by BARR Advisory HIPAA: we sign Business Associate Agreements
improvado.io/agent · Crmble
A
Improvado Agent
Connected to Crmble
What are my Crmble close rates by lead origin this month?
Typeform: 28% close rate (43 leads, 12 closed), Google Forms: 22% (58 leads, 12.8 closed), Facebook Leads: 19% (67 leads, 12.7 closed), Website: 15% (81 leads, 12.2 closed).
Which open Typeform deals over $5K are ready for the proposal stage? Alert me when new ones appear.
Done — 8 deals are ready for the proposal list in Crmble, with job titles and notes. Alert set for new matches in each export.

Trusted by data-driven teams

1,400+
Data sources
200+
Crmble Fields
99.9%
SLA Uptime
0
Pipelines to maintain
SOC 2
Type II
Key Takeaways

What your AI agent extracts from Crmble

Improvado pulls contacts linked to Trello cards with name, email, phone, job title, address, and notes; deals tracked via card positions in pipeline lists; and lead origins from sources like Typeform, Google Forms, and custom integrations. Your agent surfaces sales pipeline metrics including close rates, new customers, top-selling products, lead flow by origin and date, and dashboard insights. All data refreshes on your export schedule.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Crmble exports
Refreshed on your schedule Each new export loads automatically. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,400+ data sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query and monitor Crmble through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
Automated file delivery Exports arrive by email, SFTP or S3 on your schedule. Columns are mapped automatically.
Zero ongoing maintenance No connector to build or maintain. Your team focuses on analysis.
Integration Details

Full Trello CRM Pipeline Data

Improvado pulls contacts linked to Trello cards with name, email, phone, job title, address, and notes; deals tracked via card positions in pipeline lists; and lead origins from sources like Typeform, Google Forms, and custom integrations from Crmble. We capture sales pipeline metrics including close rates, new customers, top-selling products, lead flow by origin and date, and dashboard insights from each scheduled export.

Crmble exports · email, SFTP or S3 · on your schedule
Schema Overview

Data objects and fields Improvado extracts from Crmble

Object Fields
Contacts
contact_id name surname email phone job_title address notes origin date_created
Deals
deal_id contact_id trello_card_id pipeline_list position deal_value creation_date last_updated
Boards
board_id board_name pipeline_lists total_contacts total_deals dashboard_metrics
Lead_Origins
origin_name source_type total_leads close_rate integration_method
How it works

From scheduled exports to answers in three steps

01

Connect

Connect: Schedule Crmble exports to Improvado by email, SFTP or S3. Improvado loads Trello cards with Crmble Fields, including contacts, deals, and lead origins, from each export.
02

Ask

Query: Ask Which deals from Google Forms have been in my pipeline longer than 30 days? — your agent surfaces contact name, email, origin, days in pipeline, current list position, and last activity date from Crmble Fields and Trello card history.
03

Report

Report: Your agent reports new contacts on Trello cards, flags deals that should move between pipeline lists, compares Crmble Fields like job title or lead source, and sends digests and alerts to Slack or email — all logged in the audit trail.
Use Cases

What teams ask their AI agent about Crmble

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Which Crmble deals from Facebook Leads are stuck in the proposal stage for more than 14 days?

Your AI agent analyzes Crmble data and delivers actionable insights — automatically, in seconds.

3 hrs → 15 min
A
Improvado Agent Cross-channel

Compare my Crmble close rates by lead origin against Google Ads spend and email open rates for each source.

Your AI agent analyzes Crmble data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Flag all Crmble deals over $10K that belong on the negotiation list and recommend next steps from our last Slack conversation.

Your AI agent analyzes Crmble data and delivers actionable insights — automatically, in seconds.

5 hrs → 20 min
AI Agent Access

Your agent doesn't just read Crmble — it reports on and monitors it.

Claude, ChatGPT, and Cursor can report on contacts on Trello cards, track deals across pipeline lists, compare Crmble fields like job title or lead origin, flag stalled deals, and send alerts to Slack or email based on cross-platform signals. Every query is logged in Improvado's audit trail with timestamp and user for full governance.

Explore MCP →

Read

Read: Contacts with name, email, phone, job title, address, notes, origin, and creation date; deals tracked by Trello card position in pipeline lists; dashboard metrics including close rates, new customers, top-selling products, and lead flow filtered by origin and date.

Report

Report: Build reports on contacts and Crmble Fields (email, phone, job title, origin), deal movement between pipeline lists, and close rates by origin, and send digests to Slack or email.

Monitor

Monitor: Alerts for new high-value deals, stale pipeline cards, close rate anomalies by lead origin, and dashboard metric thresholds like new customer targets.
Improvado Agent · Crmble
You
Show me Crmble deals from Facebook Leads stuck in proposal stage for more than 14 days
A
Stalled Facebook Lead Deals
Deal Name Days in Proposal Deal Value
Acme Corp — Enterprise Plan 23 days $18,500
BlueSky Inc — Pro Package 19 days $12,200
Vertex Solutions — Custom 17 days $24,800
TechFlow — Starter Bundle 21 days $8,900
Horizon Labs — Growth Plan 16 days $15,400
5 deals · $79,800 pipeline value · avg 19 days stalled
You
Alert #sales when a deal over $10K stalls in proposal for 14+ days
A
Stalled-deal alert set
Checks each export · #sales
Works with
ClaudeChatGPTCursorGeminiAny MCP Client
Destinations

Send Crmble data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →
SOC 2 Type II
Certified Security
HIPAA
Health Data Privacy
GDPR
EU Data Protection
CCPA
CA Privacy Standard
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, reports, and monitors — with Crmble as one of 1,400+ data sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total data sources 1,400+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Report, Monitor ✗ ✗ ✗
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✓ ✗ SOC 2 only ✓ SOC 2 ✓
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Crmble?
Improvado connects to Crmble through scheduled exports from the Trello boards where the Crmble Power-Up is enabled. The files reach Improvado automatically by email, SFTP or S3. Historical data includes Trello cards with Crmble Fields (contacts, deals, origins) from the exports you provide. No manual data entry required.
What Crmble data does Improvado pull?
Improvado extracts contacts with name, surname, email, phone, job title, address, notes, origin (lead source), and creation date; deals tracked by Trello card position in pipeline lists; and dashboard metrics including close rates, new customers, top-selling products, and lead flow filtered by origin and date. Only Trello cards with at least one Crmble contact field populated are included in dashboards. Data refreshes on your export schedule.
How often does Crmble data refresh?
Crmble data refreshes on your export schedule. Each time a scheduled export runs, the files reach Improvado by email, SFTP or S3 and load automatically, capturing card updates, field changes, and list movements as of that export.
Can the AI agent write data back to Crmble?
No. Improvado receives Crmble data as scheduled file exports, so the agent does not change anything in Crmble or Trello. It can report on contacts and Crmble Fields like email, phone, job title, or lead origin, track deals across pipeline lists, flag deals that need notes or a move, send digests to Slack or email, and set alerts. Every query is recorded in Improvado's audit trail with user and timestamp. Role-based access controls ensure only authorized agents can access CRM data.
Is Crmble data secure with Improvado?
Improvado is SOC 2 Type II certified, HIPAA-compliant, and GDPR-ready. All Crmble data is encrypted in transit (TLS 1.3) and at rest (AES-256). SFTP and S3 delivery credentials are stored in a secure vault with role-based access controls. Improvado never stores raw contact data longer than necessary for processing.
How does Crmble connect with other platforms in Improvado?
Improvado maps Crmble contacts, deals, and lead origins to a Common Data Model shared across 1,400+ data sources. Your AI agent can correlate Crmble close rates by origin with Google Ads spend per campaign, match Typeform leads in Crmble to email engagement in Mailchimp, or compare pipeline velocity in Crmble against call activity in HubSpot. All joins happen automatically using unified contact identifiers and lead source taxonomy.
Customer stories
See all customer stories →
“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”
Jeff Lee
Head of Social, Media Buy, Influencer & Marketing Data, ASUS
Read story
“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”
Marc Cerniglio
Insights & Automation Manager, Chacka Marketing
Read story

Put an AI agent on your Crmble today

Set it up once. Your agent starts reading and monitoring as soon as the first export lands.

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