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Pipeline CRM + Trello
Pipeline CRM + Trello
Create Trello cards for new deal status changes in Pipeline CRM
When you connect Pipeline CRM to Trello via Zapier, it simplifies your process by automatically creating tasks in Trello. So, instead of manually inputting tasks every time there's a new deal stage change in Pipeline CRM, they're automatically set up in Trello.
- When this happens...
Deal Status ChangedTriggers when a deal in your Pipeline CRM account is updated from one status to another.TriggerInstant - automatically do this!
Create CardAdds a new card on a specific board and list.ActionWrite
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More things you can do with Pipeline CRM and Trello
Discover other triggers and actions you can use with Pipeline CRM and Trello
- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal LostTriggers when a deal is marked as lost in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Due Date
- Association Type
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Expected Close Date
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID
- Deal ID
- Company ID
- Category
- Author
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
- Expected Close Date
- Value
- Stage
- Source
- Summary
- Probability
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New BoardTriggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Board IDRequired
- NameRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trello Query StringRequired
- Organization ID
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- All Day?
- Association Type
- Start Date & TimeRequired
- End Date & TimeRequired
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Expected Close Date
- Name
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File URLRequired
- Title
- Deal
- Person
- Company
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company Name
- Company ID
- Type
- Position
- Lead Source
- Lead Status
- Owner
- LinkedIn URL
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
- Website
- Address 1
- Address 2
- Postal Code
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company
- Company ID
- Type
- Title / Position
- Source
- Status
- Owner
- LinkedIn URL
- Tags
- Check for Duplicates?
- Mobile
- Phone
- Website
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Summary
- Image URL
- Facebook URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card ID
- Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card ID
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Label IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
- Return Limited Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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