Connect Microsoft Dynamics 365 CRM and Trello to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Trello
What is the purpose of integrating Microsoft Dynamics 365 CRM with Trello?
Integrating Microsoft Dynamics 365 CRM with Trello allows for seamless synchronization of customer relationship data and task management. This helps in aligning sales processes with project management tasks, ensuring nothing slips through the cracks.
Which triggers can we use from Microsoft Dynamics 365 CRM when setting up the integration?
The integration allows us to use various triggers from Microsoft Dynamics 365 CRM like 'New Lead', 'Updated Contact', or 'Opportunity Won'. These triggers can automatically initiate actions in Trello boards, cards, or lists as specified.
Can we automate actions in Trello based on activities in Microsoft Dynamics 365 CRM?
Yes, you can automate several actions such as creating a new card when a lead is generated in Microsoft Dynamics 365 CRM or updating a card when an opportunity status changes. This helps keep your Trello boards in sync with your sales pipeline.
Are there specific actions we can perform in Microsoft Dynamics based on Trello activities?
While the core focus is often on pushing data from CRM to project management, reverse automation can also be set up. For instance, creating a task or notification in Dynamics when a card on a specific Trello board moves to 'Done'.
Is it possible to customize triggers and actions according to our workflow needs?
Absolutely! The integration is highly customizable. You can tailor triggers and actions to fit specific workflow requirements, ensuring that every automated task aligns perfectly with your operational processes.
Does the integration support bi-directional data updates between the two platforms?
Yes, our integration setup supports bi-directional data updates. Changes made in one platform—such as updating contact information—can be reflected automatically in the other, keeping both systems current without manual intervention.
How secure is our data during this integration process?
We prioritize security by adhering to industry standards and protocols. Data transferred between Microsoft Dynamics 365 CRM and Trello through our integrations is encrypted, ensuring it remains private and secure throughout the process.