Capsule CRM
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When this happens...
TrelloCreate Card

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

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 or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

Card Updated

Triggers when a Card is updated in Trello.

Create List

Adds a new list on a specific board.

New Notification

Triggers when you get a new notification in Trello.

Create Board

Creates a new board.

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Become a Zapier Integration Partner

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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

See Trello Integrations