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Capsule CRM + Trello

Capsule CRM + Trello

Capsule CRM + Trello integrations

Create Trello cards for new or updated Capsule CRM opportunities

Effortlessly keep track of new or updated opportunities in Capsule CRM by creating corresponding Trello cards. This workflow triggers whenever an opportunity is added or updated in Capsule CRM, and instantly generates a card in Trello, ensuring your sales team never misses an important opportunity again. Enhance your sales process and improve communication with this seamless integration.

  1. When this happens...
    New or Updated Opportunity
    New or Updated Opportunity
    New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Capsule CRM and Trello

Discover other triggers and actions you can use with Capsule CRM and Trello

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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