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Capsule CRM + Trello

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.

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...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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.
Learn moreHelp

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.

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