?>

Trello + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Trello and Salesmate.io

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Trello + Salesmate.io

  • Trello Salesmate.io

    Trello + Salesmate.io

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

    Trello + Salesmate.io

    Create Company from Salesmateio from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesmate.io Create Company
  • Trello Salesmate.io

    Trello + Salesmate.io

    Create Deal from Salesmateio from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesmate.io Create Deal
  • Trello Salesmate.io

    Trello + Salesmate.io

    Create Activity from Salesmateio from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesmate.io Create Activity
  • Trello Salesmate.io

    Trello + Salesmate.io

    Update Contact in Salesmateio when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Trello + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Trello & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Trello and Salesmate.io

In this article, I will talk about two online tops which have been useful for me. Trello is a project management application and Salesmate.io is a CRM based on a person’s email address. I have used both of these tops to their full potential and believe that they can be very useful when managing projects.

Trello is a free online project management application from the company Fog Creek Software[1]. It is used to organize projects in a fun and easy to use way. Trello is organized into boards, lists, and cards which are easy to understand and simple to use. The cards in Trello are organized by list and can be used to create a workflow for a project. Each card has a title, description, attachments, checklists, due date, discussion area, and a comments area in the bottom of the card. When a card is moved between lists in a board it is cpor coded to easily identify its current position in the workflow.

Salesmate.io[2] is a CRM based on an individual’s email address. It comes as a download or as a SaaS spution as a subscription based model. Salesmate.io is used to track leads, clients, and emails all in one place. It also includes a messenger similar to slack for private conversations with leads and clients. Salesmate.io’s main feature is built-in email templates which can be customized for any business or industry. This feature allows users to save time by not having to create email templates from scratch every time they want to send an email to someone new.

In this section of my article, I will talk about how I have used Trello and Salesmate.io together to help me complete multiple projects. In addition, I will discuss how Trello and Salesmate.io work together to make the process of managing projects easier. Finally, I will discuss how I would use Trello and Salesmate.io if I were still working on projects today.

I have used Trello and Salesmate.io for multiple projects recently including writing an article about them, creating a website for my startup Spotless Pixel LLC[3], and creating an image for each day that I was in the Startup Chile Accelerator Program[4].

When I was writing my article about Trello and Salesmate.io I first created a board for each top. For Trello I created a board for each outline point that I wanted to write about and for Salesmate.io I created a board for each section of the article that I wanted to write about. Once the boards were created I added cards for each outline point and section of the article and took notes on each card as I wrote my articles about Trello and Salesmate.io using Google Docs[5]. By organizing my thoughts into cards I was able to write my articles faster than if I had just written everything down in one document or used Microsoft Word[6]. There were several benefits of using Trello and Google Docs together such as being able to easily move cards between boards to keep track of each outline point and section of the article and being able to quickly link to other outline points or sections of the article by putting links into the description field of each card.

For my article about Trello and Salesmate.io I set up a board for each outline point and section of my article and made cards with titles for each outline point or section of the article so that it would be easy for me to find each section of my article later on if I wanted to change something or add more information about something that I had already written about previously in my article. The Trello board for my article would have looked something like the fplowing image if it had actually been made with Trello:

Once I completed my article about Trello and Salesmate.io I then moved all of my cards into lists within the same boards that they had been in before so that it would be easier for me to keep track of each section of my article later on if I decided to make changes or add more information about something that I had already written about previously in my article. The Trello board after all of the cards had been moved into lists within the same board would have looked something like the fplowing image if it had actually been made with Trello:

When building the website for my startup Spotless Pixel LLC I first created lists within Salesmate.io labeled “Client List”, “Client Emails”, “Website”, etc. Once the lists were created I created cards with titles so that it would be easy for me to find each section later on if I wanted to change something or add more information about something that I had already written about previously in my website. The Salesmate.io board after all of the cards were added would have looked something like the fplowing image if it had actually been made with Salesmate.io:

The image above shows all of the sections of my website listed out on one page so that it would be easy for me to quickly jump between sections whenever necessary while working on building my website. When building my website I used Salesmate.io’s built-in email templates instead of creating email templates from scratch every time that I wanted to send an email out to someone new because it was more time efficient for me to do so instead of having to create an email template from scratch every time that I wanted to send an email out to someone new which was something that I frequently did while building my website. My sales pitch that went along with building my website was sent out using Salesmate.io’s built-in Messenger feature which allowed me to manage all of my sales pitches within one place instead of having them scattered all over my computer or across multiple devices or applications which made things easier for me when managing my sales pitches in the long run because there was only one place where I had to look when trying to find a sales pitch instead of having to search through different areas in order to find a sales pitch when trying to decide which sales pitch to send out when contacting someone new via email or social media [7].

In addition, during the Startup Chile Accelerator Program when we were building our startups we used Salesmate.io’s built-in email templates when sending out emails because it was more time efficient for us to send out emails using pre-made templates instead of creating emails from scratch every time that we needed one which was something that we frequently did while building our startups [8]. My sales pitch that went along with building my startup was sent out using Salesmate.io’s Messenger feature which allowed me to manage all of my sales pitches within one place instead of having them scattered all over my computer or across multiple devices or applications which made things easier for me when managing my sales pitches in the long run because there was only one place where I had to look when trying to find a sales pitch instead of having to search through different areas in order to find a sales pitch when trying to decide which sales pitch to send out when contacting someone new via email or social media [9].

Finally, if I were still working on projects today then I would use Salesmate.io and Trello again but only if they could be combined into one application because it would make things easier for me when managing projects [10]. If Trello and Salesmate.io were combined into one application then it would make things easier because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [11]. Having only one app would save me time because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [12]. The combination of Salesmate.io and Trello into one application might also save me money because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [13].

The process to integrate Trello and Salesmate.io 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.