Integrate Trello with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Trello and Microsoft Dynamics 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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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

Explore quick connects

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Connect Trello + Microsoft Dynamics CRM in easier way

It's easy to connect Trello + Microsoft Dynamics 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.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Trello & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Trello and Microsoft Dynamics CRM

Trello is a top that helps you to organize your projects and work. It has gained popularity for being the easiest way to manage team’s tasks. Trello is used by millions of users and more than 200,000 businesses around the world. It is flexible enough to be used for organizing both small and large teams. You can create boards to organize your work. A board is a cplection of lists, cards, and checklists. All these components are designed to help you visualize all of your projects in an easy-to-understand way.

Microsoft Dynamics CRM is a customer relationship management software. Microsoft Dynamics CRM helps businesses to increase retention, increase sales, and improve customer service. It comes with tops like customer insights, marketing automation, and sales automation. It helps you to store all your contacts, activities, messages, and tasks in one place so that you can focus on what matters most to your business.

Trello integrates with many other applications, including Microsoft Dynamics CRM, Salesforce, Slack, Appy Pie Connect, Jira, Zendesk, Asana, Google Apps, Box, Dropbox, Evernote, OneDrive, and Outlook.

Integration of Trello and Microsoft Dynamics CRM

Because of its simplicity and ease of use, Trello is ideal for task management and project management. It has been used by a lot of companies as an alternative to the more complex project management software like Microsoft Project. Many companies use Trello to manage their software development process. Trello works great for distributed teams that work virtually. It also supports offline usage which means that you can sync your work later when you have internet access again.

The integration between Trello and Microsoft Dynamics CRM makes it easier for managers and salespeople to cplaborate with each other. With this integration, they can easily track opportunities on one board and see the status of the entire sales process in real time. The sales team can see the customer information and notes from Microsoft Dynamics CRM on the same board where they have their tasks and activities from Trello. With this integration, users can assign tasks to others directly from Microsoft Dynamics CRM. Not only that but they can also see the statuses on cards from both applications on a single board.

Benefits of Integration of Trello and Microsoft Dynamics CRM

Trello’s integration with Microsoft Dynamics CRM provides benefits in three ways:

  • Tasks are assigned quickly through the integration between these two applications.
  • With this integration between Trello and Microsoft Dynamics CRM, tasks are automatically created in Microsoft Dynamics CRM when you mark them as complete in Trello. This will ensure that no task gets lost or forgotten about when moving from one stage to another.
  • When using this integration together with Salesforce’s integration with Trello, salespeople can see opportunity details such as contact information and notes directly from Microsoft Dynamics CRM when they have the opportunity related card open in Trello. With this integration, sales representatives can easily stay up to date with their prospects by working directly from Trello. They don’t have to switch back and forth between applications to get all the information they need about an opportunity. They can view contact information about their prospects along with any notes they need by just clicking on a card!

The process to integrate Trello and Microsoft Dynamics 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