Salesforce + Trello

Create new Trello boards from new Salesforce records

Streamline your sales process with this efficient workflow. When a new record is added in Salesforce, a corresponding board will be created in Trello. This automation not only saves you time from manual data entry but also ensures that all your sales records are immediately and conveniently organized in Trello for project management.

Streamline your sales process with this efficient workflow. When a new record is added in Salesforce, a corresponding board will be created in Trello. This automation not only saves you time from manual data entry but also ensures that all your sales records are immediately and conveniently organized in Trello for project management.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Board

    Triggers when a new board is added.

    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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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

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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