Salesforce + Trello

Update Trello cards when Salesforce records are revised

Experience seamless information flow from Salesforce to Trello with this workflow. Whenever a Salesforce record field gets updated, a corresponding Trello card is created. This ensures your team stays updated about the latest changes, minimizes manual data entry, and bridges the information gap between Salesforce and Trello, enhancing your team's productivity.

Experience seamless information flow from Salesforce to Trello with this workflow. Whenever a Salesforce record field gets updated, a corresponding Trello card is created. This ensures your team stays updated about the latest changes, minimizes manual data entry, and bridges the information gap between Salesforce and Trello, enhancing your team's productivity.

  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
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  • 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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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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