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Set up your first integration
Quickly connect Salesforce to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Trello - no code necessary. See how you can get setup in minutes.
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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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 OwnerLog 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.
ITManage 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 ManagementSupported 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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling