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

Keep track of your progress on opportunities with Kanban-style pipelines. Use this Zap to automatically add new Microsoft Dynamics opportunities to Trello as cards. Once the cards are in Trello, you can move them across the board as you make progress on your sales opportunities.

How this Microsoft Dynamics-Trello integration works

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

Apps involved

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

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

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

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

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Microsoft Dynamics CRM
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.