Capsule CRM + Trello
Copy new or updated Capsule CRM projects to Trello boards instantly
Stay organized and efficient with this workflow that facilitates a smooth transition from Capsule CRM to Trello. Anytime there's an update or a new project in Capsule CRM, a corresponding board is created in Trello for efficient project tracking. Get your team on the same page without needing to manually transfer information between platforms — streamlining communications and project management.
Stay organized and efficient with this workflow that facilitates a smooth transition from Capsule CRM to Trello. Anytime there's an update or a new project in Capsule CRM, a corresponding board is created in Trello for efficient project tracking. Get your team on the same page without needing to manually transfer information between platforms — streamlining communications and project management.
- When this happens...New or Updated Project
Triggers when a given action is performed on a Project.
- automatically do this!Copy Board
Creates a copy of an existing board.
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