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Pipeline CRM + Trello

Pipeline CRM + Trello

Pipeline CRM + Trello integrations

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.

  1. When this happens...
    Deal Status Changed
    Deal Status Changed
    Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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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

    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search
    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source
    • Status
    Trigger
    Instant
    Try It
    • Name
      Required
    • Description
    • All Day?
    • Association Type
    • Association ID
    • Start Time
    • End Time
    • Category
    • Owner ID
    Action
    Write
    • Stage
    • Status
    • Source
    Trigger
    Instant
    Try It
    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It
    • Person ID
    • Category
    • Deal ID
    • Company ID
    • Content
    • User ID
    • File URL
    Action
    Write
    • Name
      Required
    • Description
    • All Day?
    • Due Date
    • Association Type
    • Association ID
    • Category
    • Owner ID
    Action
    Write
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About Pipeline CRM
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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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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Related Zap Templates

  • Create deals on Pipeline CRM for new cards on Trello

 

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