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Trello + Salesforce Integrations

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

Connect Trello + Salesforce
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 Trello and Salesforce Integrations

  • Trello Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    Connect Close
    When this happens...
    Trello New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
    Connect This Flow
  • Trello Todoist

    Trello + Todoist

    Add new Trello cards to Todoist as tasks Read More...
    Connect Close
    When this happens...
    Trello New Card
     
    Then do this...
    Todoist Create Task
    Both Trello and Todoist are popular task management apps that enable you to get your team members on the same page. When you connect your Trello with Todoist, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create a new task in Todoist whenever a new card is saved in Trello. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new card is created on Trello
    • Appy Pie Connect automatically adds it as a task in Todoist
    What You Need
    • Trello account
    • A Todoist Account
    Connect This Flow
  • Trello Google Sheets

    Trello + Google Sheets

    Save new Trello card activity as Google Sheets rows Read More...
    Connect Close
    When this happens...
    Trello New Activity
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This Trello Google Sheets integration enables you to keep track of each Trello card activity in an organized manner. After setting this integration up, whenever there is any activity on your Trello card, Appy Pie Connect automatically saves it to a new row on your Google Sheets spreadsheet. Note: This integration doesn't add rows for Trello card activities that have been performed, but adds rows only for the new Trello card activities following the integration.
    How this Integration Works
    • There is a new Trello card activity on Trello
    • Appy Pie Connect adds a new row to a Google Sheets spreadsheet to save that activity
    What You Need
    • A Trello account
    • A Google Sheets account
    Connect This Flow
  • Trello Google Sheets

    Trello + Google Sheets

    Add new Trello cards to a Google Sheets spreadsheet Read More...
    Connect Close
    When this happens...
    Trello New Card
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This Trello-Google Sheets spreadsheet integration lets you share new Trello cards with teammates who don’t have access to your Trello account. After setting up this integration, we’ll automatically add every new card that is created in your Trello account to a Google Spreadsheet where every member in your team can view it. With Appy Pie Connect, you can set up this integration in minutes without writing a single line of code. Note: This integration doesn't add rows for Trello cards that have been created already, but adds new Trello cards that are created after this integration has been setup.
    How this Integration Works
    • A new Trello card is created on your Trello account
    • Appy Pie Connect adds a new row to a Google Sheets spreadsheet
    What You Need
    • A Trello account
    • A Google Sheets account
    Connect This Flow
  • Trello Google Calendar

    Trello + Google Calendar

    Create Google Calendar detailed events from new Trello card activity Read More...
    Connect Close
    When this happens...
    Trello New Activity
     
    Then do this...
    Google Calendar Create Detailed Event
    Take more out of your Trello account by integrating it with Google Calendar. This integration will help you stay on top of your schedule by creating detailed events in Google Calendar from every new Trello card activity. Don’t forget to add a due date to your cards if you want to track when a task is due in your calendar.
    How It Works
    • A new activity takes place in a Trello card
    • Appy Pie Connect automatically create a new detailed event on your Google Calendar
    What You Need
    • A Trello account
    • A Google Calendar account
    Connect This Flow
  • Trello Google Calendar

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    {{item.message}} Read More...
    Connect Close
    When this happens...
    Trello {{item.triggerTitle}}
     
    Then do this...
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    Connect This Flow
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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Trello with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

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

Connect Trello + Salesforce

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.

Connect Trello with Salesforce now

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