Salesforce + Trello

Create cards in Trello for new leads in Salesforce

Seize opportunities promptly with this efficient Salesforce to Trello workflow. Whenever a new lead emerges in Salesforce, a detailed card is created in your Trello, providing a streamlined process in managing potential clients. By bridging these platforms, you enhance lead management and ensure nothing falls through the cracks in your sales process.

Seize opportunities promptly with this efficient Salesforce to Trello workflow. Whenever a new lead emerges in Salesforce, a detailed card is created in your Trello, providing a streamlined process in managing potential clients. By bridging these platforms, you enhance lead management and ensure nothing falls through the cracks in your sales process.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    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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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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