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Close + Trello

Close + Trello

Close + Trello integrations

Create Trello cards for new Close opportunities in status and streamline your workflow

Effortlessly manage new opportunities in Close by setting up a workflow that creates a Trello card for each one reaching a specific status. This automation generates a Trello card when an opportunity in Close achieves the desired status, ensuring your team stays organized and on track. Boost your sales processes by seamlessly connecting Close and Trello for a more efficient operation.

  1. When this happens...
    New Opportunity in Status
    New Opportunity in Status
    New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Close and Trello

Discover other triggers and actions you can use with Close and Trello

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
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    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
    Try It
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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