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Revamp CRM + Trello

Add new Revamp CRM deals to Trello as new cards

Revamp CRM allows your sales team to manage deals through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two. Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM deals, or you can set up this integration to only create new Trello cards when deals reach a certain milestone.

Revamp CRM allows your sales team to manage deals through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two. Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM deals, or you can set up this integration to only create new Trello cards when deals reach a certain milestone.

  1. When this happens...
    Revamp CRMRevamp CRM
    New Deal

    Triggers when a new deal is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email

    • Phone Number

    • Tags

    • Order Id

    • Keyword

    Trigger
    Scheduled
    Try It
  • Revamp CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • Type

    • Completion State

    • Assignee

    Trigger
    Scheduled
    Try It
    • Related Customer Name

    • Owner Name

    • Deal PipeLine

    • Deal Status

    • Deal Stage

    • Deal Product

    • Deal Sales Region

    • Deal Source

    • Deal Name

    Trigger
    Scheduled
    Try It
    • Email

    • Phone Number

    • Tags

    • Order Id

    • Keyword

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Organization

    • Title

    • Primary Phone

    • Primary Email

    • Secondary Phone

    • Secondary Email

    • Skype

    • Website

    • Twitter

    • Linkedin

    • Address 1

    • Address 2

    • City

    • Postal Code

    • Country

    • Description

    • Birth Date

    • Gender

    • Tags

    • Score

    Action
    Write
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About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.
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Related categories

  • CRM (Customer Relationship Management)

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