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Zapier makes it easy to integrate Salesforce with Trello - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Trello
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Trello
2. Choose action
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1. Select the event
Setup
Test
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Salesforce and Trello, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Salesforce + Trello integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Trello

How can I integrate Salesforce with Trello?

You can integrate Salesforce with Trello using our platform to automate workflows, such as creating Trello cards from new Salesforce leads. This is achieved by setting up triggers in Salesforce that initiate actions in Trello.

What triggers are available when integrating Salesforce and Trello?

When integrating, you can set up triggers for new records, updated records, or specific events in Salesforce to automatically create cards, update lists, or post comments in Trello.

Can I customize the information sent from Salesforce to Trello?

Yes, you can map specific fields from a Salesforce record and decide exactly what data should appear on your Trello card, allowing for detailed customization as per your workflow requirements.

Are there limits on the number of automations between Salesforce and Trello?

The number of automations is typically determined by your plan. We offer different tiers that cater to varying needs for task automations and workflow complexity.

How do I handle errors in an integration between Salesforce and Trello?

Our platform includes error logging and notifications. You can review these logs to understand what might have gone wrong and utilize filters or delay settings to manage potential conflicts.

Do I need any coding skills to set up these integrations?

No coding skills are required. Our user-friendly interface allows you to integrate Salesforce with Trello using simple drag-and-drop functionality and pre-configured templates.

Can I integrate more than just leads and contacts between Salesforce and Trello?

Absolutely, along with leads and contacts, you can integrate opportunities, accounts, tasks, and more using various triggers that suit your operational workflows between the two platforms.

Practical ways you can use Salesforce and Trello

Track closed deals in Trello.

When an opportunity is marked as Closed Won in Salesforce, Zapier will automatically create a new card on a specified Trello board with deal details. This helps business owners monitor sales activities without switching tools, improving deal visibility and collaboration.

Business Owner
Log Salesforce updates in Trello.

When a record is updated in Salesforce, Zapier can automatically create a Trello card summarizing the update. This keeps IT managers informed about key changes impacting systems integration or security, avoiding delays and errors.

IT
Manage sales follow-ups in Trello.

When a new lead is created in Salesforce, Zapier can instantly add a card in Trello for the project team to plan outreach and track its progress. This ensures no lead is overlooked during planning and follow-up, streamlining task management and tracking efforts.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Trello on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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