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Close + Trello

Close + Trello

Close + Trello integrations

Create new Trello cards for every new opportunity in Close

Streamline your sales process with this simple workflow. When a new opportunity presents itself in the Close app, a corresponding card is instantly created in your Trello app. This keeps your team on the same page, enabling you to track progress and action steps related to the new prospect in an organized manner. Enhance your workflow and never miss out on any potential business opportunity again.

  1. When this happens...
    New Opportunity
    New Opportunity
    New OpportunityTriggers when a new opportunity is added.
  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
    Try It
    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
    Try It
    • 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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trello logo
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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