Salesforce + Trello

Create Trello cards for updated Salesforce records

Keep your Trello boards up to date with the latest Salesforce updates using this seamless workflow. When a specific field on a Salesforce record is updated, a new card will be created in Trello to help you stay organized and easily track the changes. This automation ensures your team is always informed and can efficiently collaborate as records are updated in Salesforce.

Keep your Trello boards up to date with the latest Salesforce updates using this seamless workflow. When a specific field on a Salesforce record is updated, a new card will be created in Trello to help you stay organized and easily track the changes. This automation ensures your team is always informed and can efficiently collaborate as records are updated in Salesforce.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • 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 ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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trello logo
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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.
Learn more

Related categories

  • Project Management

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