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.
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
Trello + Google SheetsSave new Trello card activity as Google Sheets rows Read More...
Trello + Google SheetsAdd new Trello cards to a Google Sheets spreadsheet Read More...
Trello + Google CalendarCreate Google Calendar detailed events from new Trello card activity Read More...
It's easy to connect Trello + Salesforce without coding knowledge. Start creating your own business flow.
Triggers the moment a Card is archived in your Trello account.
Triggers once a Card is moved to a Trello List within the same board.
Triggers the moment you update a Card in Trello.
Triggers on every new activity in Trello.
Triggers every time a new attachment is added on board, list or card in Trello.
Triggers when you add a new board in your Trello account.
Triggers when a new card is added.
Triggers every time a new checklist is created in Trello.
Triggers once a Comment is added to a Trello Card.
Triggers the moment you create a new label in Trello.
Triggers once you add a new label in a Trello Card.
Triggers whenever a new list is added on a board.
Triggers when a new card is added in Trello account.
Triggers the moment you receive a new notification in Trello.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Adds a new (or existing) checklist to a Trello card.
Adds an existing label to a specific card.
Adds one or multiple members to a specific Trello card.
Archives a card.
Complete an existing checklist Item in a Trello Card.
Creates a new board.
Creates a new card on a specific board and list.
Creates a new checklist item in a Trello card.
Creates a new comment to the specified Trello card.
Adds a new label to your chosen board.
Removes an existing checklist on a card.
Moves your selected card to a list on a specific board.
Delete an existing label from a Trello card.
Update a basic information of card such as name, description, due date, or position in list.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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 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.
The integration of Trello and Salesforce has many benefits to users. Some of these benefits are listed below:
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