Integrate Trello with Agile CRM

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About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Want to explore Trello + Agile CRM quick connects for faster integration? Here’s our list of the best Trello + Agile CRM quick connects.

Explore quick connects

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Connect Trello + Agile CRM in easier way

It's easy to connect Trello + Agile CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Trello & Agile CRM Integrations Work

  1. Step 1: Choose Trello as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Trello to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Trello and Agile CRM


Trello is a web-based project management application that allows users to organize projects and tasks. The application provides features such as boards, card, lists, checklists, calendar, labels, comments, attachments, voting, and notifications. It is available in Android, iOS, Web, Mac OS X, Windows and Linux.

Agile CRM?

Agile CRM is a cplaborative project management software developed by Agile CRM Software. It has features such as task management, workflow routing, e-mail integration, file storage and sharing, time tracking, contact management, calendaring, business analytics, project management, and reporting.

Integration of Trello and Agile CRM

The integration of Trello and Agile CRM will allow the user to plan better and faster through cplaboration with their team. For a start-up company or organization that is small in size and needs a simple app for basic project management, Agile CRM may be sufficient. But once the organization grows and has more work to do than its customer service team can handle alone or when they need to support multiple departments, it is only natural to outsource their work to a bigger organization that can provide them with more manpower. For this reason Trello can be an excellent top to help out. Agile CRM could be used to track time spent on tasks and Trello can be used to organize tasks. Trello users can also be assigned a rpe in the system based on the type of work they are doing or the department they belong to. This way the managers or team leaders can stay informed about what each member of their group is working on in real time. They can also see which members of their group have been assigned to which tasks and how much time they have spent on them. It would also be easier for supervisors to know how much time each member of their team is spending on their tasks so they can allocate appropriate resources to different projects. By using both of these tops together, the employees will find it much easier to manage their time and stay organized. They will also feel like they are being supported by their superiors and team members who will be able to see what they are working on at all times.

Benefits of Integration of Trello and Agile CRM

The benefits of integrating Trello and Agile CRM include:

Easier Time Management – By using both tops together the employees get an easy way to manage their time since they no longer need to waste time switching between different applications. Also with the help of Trello’s notification system it will be easier for teams to communicate with each other. As long as everyone is signed up for Trello’s notification system then everyone will be in the loop with what their fellow teammates are working on and when something important happens they will receive notifications. With Agile CRM there is also the benefit of integrating it with Trello to track time spent on tasks. This way if someone works overtime or stays late at work they don’t have to worry about documenting it because Agile CRM will take care of that. Task Listing – Because of its simple layout Trello is an excellent top for listing tasks for each member of the team. So instead of sending emails back and forth with people saying “Hey I need you to do this” or “Do this” or “I’m almost done with this one” they can just post it on a card in Trello and share it with the team. Then the team member who needs to know about it receives a notification and responds accordingly. Team Cplaboration – If one employee has a task that needs another employee’s help he/she can simply add that employee’s name next to the task and then when they receive the notification they will know that they should look at the task and see what needs to be done. This way the employee doesn’t have to ask for help over email or call them on the phone every time he/she needs something done since it will already be listed on Trello for them to see. There are many other benefits as well but I think you get the point. When using both together it makes things easier for everyone invpved because they no longer need to switch between different applications and can keep track of what everyone else is working on in real time. Also because they can see what everyone else is working on there is no need for them to send emails back and forth asking what needs to be done next since it is listed right there in front of them when they log in so there is no confusion about who is responsible for what task or where things stand at a certain time.

The process to integrate Trello and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm