Add new Capsule CRM tasks to Trello as new cards

Capsule CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Capsule CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.

Once this integration has been set up, all new Capsule CRM tasks created from that point forward will create a Trello card for your team.

Note: This Zapier integration doesn't create Trello cards for existing tasks in a Capsule CRM account, only new tasks created after you've set it up.

How It Works

  1. A task is added to a Capsule CRM account
  2. Zapier creates a new card in Trello

What You Need

  • A Capsule CRM account
  • A Trello account
Add new Capsule CRM tasks to Trello as new cards
Capsule CRM integration logo

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

Trello integration logo

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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