Integrate Trello with Salesforce
Appy Pie Connect allows you to automate multiple workflows between Trello and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
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.
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Best Trello and Salesforce Integrations
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When this happens...
Card Updated
Then do this...
Create Lead
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Trello + Salesforce
Create Custom Object from Salesforce from Card Updated to Trello Read More...When this happens...
Card Updated
Then do this...
Create Custom Object
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When this happens...
Card Updated
Then do this...
Create Contact
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Trello + Salesforce
Update Contact in Salesforce when Card Updated is added to Trello Read More...When this happens...
Card Updated
Then do this...
Update Contact
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Trello + Salesforce
Update Custom Object in Salesforce when Card Updated is added to Trello Read More...When this happens...
Card Updated
Then do this...
Update Custom Object
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Trello + Salesforce without coding knowledge. Start creating your own business flow.
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Card Archived
Triggers the moment a Card is archived in your Trello account.
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Card Moved to List
Triggers once a Card is moved to a Trello List within the same board.
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Card Updated
Triggers the moment you update a Card in Trello.
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New Activity
Triggers on every new activity in Trello.
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New Attachment
Triggers every time a new attachment is added on board, list or card in Trello.
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New Board
Triggers when you add a new board in your Trello account.
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New Card
Triggers when a new card is added.
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New Checklist
Triggers every time a new checklist is created in Trello.
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New Comment in Card
Triggers once a Comment is added to a Trello Card.
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New Label
Triggers the moment you create a new label in Trello.
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New Label Added to Card
Triggers once you add a new label in a Trello Card.
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New List
Triggers whenever a new list is added on a board.
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New Member on Card
Triggers when a new card is added in Trello account.
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New Notification
Triggers the moment you receive a new notification in Trello.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Add Checklist to Card
Adds a new (or existing) checklist to a Trello card.
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Add Label to Card
Adds an existing label to a specific card.
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Add Members to Card
Adds one or multiple members to a specific Trello card.
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Archive Card
Archives a card.
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Complete Checklist Item in Card
Complete an existing checklist Item in a Trello Card.
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Create Board
Creates a new board.
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Create Card
Creates a new card on a specific board and list.
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Create Checklist Item in Card
Creates a new checklist item in a Trello card.
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Create Comment
Creates a new comment to the specified Trello card.
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Create Label
Adds a new label to your chosen board.
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Delete Checklist in Card
Removes an existing checklist on a card.
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Move Card to List
Moves your selected card to a list on a specific board.
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Remove Label from Card
Delete an existing label from a Trello card.
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Update Card
Update a basic information of card such as name, description, due date, or position in list.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Trello & Salesforce Integrations Work
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Step 1: Choose Trello as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Trello to Salesforce.
(2 minutes)
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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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