Skip to content
Perfex CRM logoPerfex CRM logo
Trello logoTrello logo
Perfex CRM logoPerfex CRM logo
Trello logoTrello logo

Perfex CRM + Trello

Perfex CRM + Trello

Perfex CRM + Trello integrations

Create cards in Trello for new leads in Perfex CRM

Streamline your sales process with this workflow. Whenever a new lead is added in Perfex CRM, a card will then be created in Trello. This allows your team to manage the lead's progress more efficiently, making the entire sales process more organized and effective.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Perfex CRM and Trello

Discover other triggers and actions you can use with Perfex CRM and Trello

  • Perfex CRM triggers, actions, and search
    New Contract

    Triggers when a new contract created.

    Trigger
    Polling
    Try It
perfex-crm logo
About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace integrationsPlanview AgilePlace integrations
Planview AgilePlace
Project Management
Kanban Tool integrationsKanban Tool integrations
Kanban Tool
Project Management
MeisterTask integrationsMeisterTask integrations
MeisterTask
Project Management

Related Zap Templates

Â