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Freshsales Classic + Trello

Create or update Freshsales Classic contacts when new cards are added in Trello

Stay organized and keep your sales team in the loop with this workflow. When a new card is created in Trello, it initiates a response to create or update a contact in Freshsales Classic. This automation keeps your CRM up-to-date, ensuring you never miss a sales opportunity. Streamline the way you manage your prospects with a Trello to Freshsales Classic workflow.

Stay organized and keep your sales team in the loop with this workflow. When a new card is created in Trello, it initiates a response to create or update a contact in Freshsales Classic. This automation keeps your CRM up-to-date, ensuring you never miss a sales opportunity. Streamline the way you manage your prospects with a Trello to Freshsales Classic workflow.

  1. When this happens...
    TrelloTrello
    New Card

    Triggers when a new card is added.

    TriggerScheduled
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Create or Update Contact

    Updates the existing contact or creates the new contact if contact doesn't exist

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
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    • Board

    • List

    • Card

    Trigger
    Scheduled
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    • ActivityRequired

    Trigger
    Instant
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    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
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    • Board

    • List

    • Card

    Trigger
    Scheduled
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    • BoardRequired

    • ListRequired

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    Try It
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trello logo
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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