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Trello + Salesforce Integrations

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

  • No code
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  • Lightning Fast Setup
Trello Integrations
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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Trello + Salesforce

  • Trello Salesforce

    Trello + Salesforce

    Create Lead from Salesforce from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesforce Create Lead
  • Trello Salesforce

    Trello + Salesforce

    Create Custom Object from Salesforce from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesforce Create Custom Object
  • Trello Salesforce

    Trello + Salesforce

    Create Contact from Salesforce from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesforce Create Contact
  • Trello Salesforce

    Trello + Salesforce

    Update Contact in Salesforce when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesforce Update Contact
  • Trello Salesforce

    Trello + Salesforce

    Update Custom Object in Salesforce when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesforce Update Custom Object
  • Trello {{item.actionAppName}}

    Trello + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Trello + Salesforce in easier way

It's easy to connect Trello + Salesforce 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 the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Show All

How Trello & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Trello and Salesforce

Trello?

Trello is a project management and cplaboration top. It is an online task management application created by Fog Creek Software. Trello was launched on June 21, 2011 and on October 31, 2015 it had more than 3 million users. Its latest version is Trello 5.0 which has been released on February 23, 2018.

Salesforce?

Salesforce is a CRM software company that offers enterprise cloud computing and other services to businesses in 190 countries around the world. Salesforce was founded in 1999 by Marc Benioff and Parker Harris. Their headquarters are located in San Francisco, California. Salesforce became the first cloud computing enterprise software company to earn $1 billion in revenue in 2010.

Integration of Trello and Salesforce

Integration of Trello and Salesforce can be done by using the Salesforce AppExchange app called "Salesforce for Trello." By using this app, users are able to view their tasks and projects from Trello inside Salesforce. The app also allows them to edit and create new cards as well as attach and update existing Salesforce objects directly from the Trello card. Users can also create new Trello cards directly from Salesforce Leads, Contacts, Cases, etc. This integration provides users with the benefit of being able to organize their work on multiple platforms at once.

Benefits of Integration of Trello and Salesforce

The integration of Trello and Salesforce has many benefits to users. Some of these benefits are listed below:

  • Users can see all their tasks and projects in one place, which saves time for them because they no longer have to switch between applications while working.
  • They can organize their work according to each application by creating separate boards for each platform. For example, they can create one board for Salesforce and another one for Trello. This will help them easily find certain tasks and projects since they can now view them in one place.
  • Users who are new to Salesforce can use this integration to learn the tops offered by Salesforce because they can see how they function inside Trello.
  • Users can utilize the power of both platforms by adding triggers to Trello cards so that when a new Salesforce object is added or edited, a corresponding card will be automatically created on the corresponding Trello board. This can remind them about upcoming deadlines for tasks and projects.

The process to integrate Trello and Salesforce 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.

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