Integrate Trello with Freshsales

Appy Pie Connect allows you to automate multiple workflows between Trello and Freshsales

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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

Explore quick connects

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

  • Zoho CRM Integration Zoho CRM
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • ActiveCampaign Integration ActiveCampaign
  • Salesflare Integration Salesflare
  • Xero Integration Xero
  • Nutshell Integration Nutshell
Connect Trello + Freshsales in easier way

It's easy to connect Trello + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • 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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Trello & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Trello and Freshsales

Trello?

Trello is a great top to manage your projects, and it’s also used to keep track of any tasks inside Trello. Trello is a web-based project management application that helps users organize their projects into boards, lists, and cards.

Freshsales?

Freshsales is a sales automation top which is used to make sales more efficient. It helps the sales team to stay in sync with each other and the sales pipeline; it also allows sales reps to create and manage sales leads and track them effectively.

Integration of Trello and Freshsales

This diagram shows how both Trello and Freshsales products can be connected together. As you can see, there are different ways of integrating both products into one. For example, Freshsales could be used to create leads for Trello or Trello could be used to store information about the leads created by Freshsales. There are many ways to integrate both products.

Benefits of Integration of Trello and Freshsales

Trello + Freshsales integration allows the sales team to manage their sales pipeline effectively. The benefits of this integration include:

The sales team can get insight into what stage the leads are on and what they still need to do before closing the deals. This is because Freshsales will export the leads into Trello as soon as they are created. As a result, you will know exactly how far along the lead is by looking at the card in Trello.

Tracking sales activity becomes much easier. For example, if a lead was created in Freshsales, the information about that lead will automatically appear on the card in Trello. Therefore, the sales rep who is assigned to that lead can easily see the progress of the lead in Trello. Furthermore, there is also a link that takes you directly to the page where that lead was created. You can check when the lead was created, what its status is, etc. By doing so, you will never lose track of any information about that sales lead.

If a team member updates some information about a customer (e.g., if they update their name or contact information), then other team members who may have been working with that customer can know instantly about the changes by checking the card in Trello. This will help them avoid some possible mistakes during customer interactions. Therefore, it’s an effective way to sync all your efforts and resources together.

The process to integrate Trello and Freshsales 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