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
- A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
- Zapier creates a new card in Trello
What You Need
- A Capsule CRM account
- A Trello account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a Card is updated in Trello.
Adds a new list on a specific board.
Triggers when you get a new notification in Trello.
Creates a new board.