Add new Capsule CRM opportunities to Trello as new cards

Capsule CRM allows your sales team to manage opportunities through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two.

Once you setup this integration, Zapier will automatically create new Trello cards from new Capsule CRM opportunities, or you can set up this integration to only create new Trello cards when opportunities reach a certain milestone.

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

How It Works

  1. A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
  2. Zapier creates a new card in Trello

What You Need

  • A Capsule CRM account
  • A Trello account
Add new Capsule CRM opportunities 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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