When this happens...
Capsule CRMNew Task
Then do this...
TrelloCreate Card

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Card Updated

Triggers when a Card is updated in Trello.

Create Case

Create a new case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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