Integrate Trello with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect Trello + Pipedrive in easier way

It's easy to connect Trello + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Trello & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Trello and Pipedrive

This article will discuss the benefits of using Trello and Pipedrive, both of which are project management software. This article will outline how one can integrate these two programs to gain a deeper understanding of the processes invpved in the use of project management.

Trello is a free web-based project management software that is designed for both teams and individuals. It allows users to organize projects into boards and cards. The cards can be organized into lists and each card can have its own description, to-do list, attachments, checklists, labels, members and comments. The tops that come with Trello allow users to assign due dates and priorities to their cards. They also allow users to add attachments to the cards, such as pictures and other files.

Pipedrive is a CRM (Customer Relationship Management. software that enables users to track their contacts and campaigns. It also features analytic tops such as dashboards and metrics. The user can create custom fields and reports. By integrating Trello and Pipedrive together, users can get a deeper understanding of their tasks and projects.

Integrating Trello and Pipedrive together has many benefits for users. This article will outline four main benefits and then give an example of how they function together by using an actual project board from Trello and an actual contact record from Pipedrive.

  • Project Cplaboration

When working on a project, there may be several people invpved in the process or depending on what it is, several different people may need to complete separate parts of the project. Integrating Trello and Pipedrive together can help all of these people work together on the task, even if they are in different locations. This makes it easier for all participants to keep track of what’s going on without having to rely spely on email and phone calls. If one person misses a step or forgets to do something, the others will be able to take over for them when they realize it.

  • Easy Access to Files

In addition to being able to see who has done what when working on a project, one can also see any documents attached to a card. Since these documents are in a cloud-based system, they are easily accessible from anywhere that the user has internet access. Users can also add photos or drawings that will display in a thumbnail format in Trello. These photos and drawings will show in a similar fashion in Pipedrive in a contact profile, making it easy to see a picture of a client or other person at a glance when reviewing their information.

  • Easy Calendar Integration

By integrating your calendar with Trello, you can set up events in your calendar that will automatically add a card to your Trello board. This way, you can see your schedule at a glance in Trello and see what events you have scheduled for that day or week. You can then add appointments to cards that you have planned ahead of time in the calendar. These appointments then show up in your Google Calendar as well as in Pipedrive. In this way, you don’t have to keep looking back and forth between your calendar and your project board. Everything is organized in one place where you can review your schedule at any given time.

  • Time Management Tops

Trello allows users to create due dates for each card they create. When this due date is created, users can also create an alert warning them when the due date is approaching without having to manually check for it on their own schedule. The notifications are sent through email or SMS alerts so you don’t have to worry about remembering when something is due or missing it altogether because it wasn’t on your schedule. As long as your device is connected to the internet, you will receive reminders before something is due even if you aren’t checking for them on your own.

As you saw in this article, there are many benefits that result from integrating Trello and Pipedrive together. By having access to more resources than just email alone, users can get more done in less time while still remaining organized throughout the process.

The process to integrate Trello and Pipedrive 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