When this happens...
Microsoft Dynamics CRMNew Lead
Then do this...
TrelloCreate Card

Take quick action on your new leads by adding them to your project management tool. Use this Zap to automatically add new Microsoft Dynamics leads to Trello as cards. Once the leads are in Trello, you can move the leads across your Trello board as you take action--much like a sales pipeline.

How this Microsoft Dynamics-Trello integration works

  1. A new lead is created in Microsoft Dynamics
  2. Zapier creates a Trello card

Apps involved

  • Microsoft Dynamics
  • Trello
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When this happens...
then do this!
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Create List

Adds a new list on a specific board.

Card Updated

Triggers when a Card is updated in Trello.

Create Board

Creates a new board.

New Notification

Triggers when you get a new notification in Trello.

Create Card

Adds a new card on a specific board and list.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

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