Salesflare + Trello
Create new Trello boards for each new opportunity in Salesflare
Capture all new sales opportunities from Salesflare and manage them efficiently using Trello. With this workflow, whenever a new opportunity arises in Salesflare, a board is instantly created in Trello. This simplifies tracking and navigating through your sales processes, offering a more streamlined and organized approach to managing your opportunities. The process of transferring information becomes an effortless task, freeing up valuable time for more strategic business activities. This workflow is your solution for effective sales opportunity management.
Capture all new sales opportunities from Salesflare and manage them efficiently using Trello. With this workflow, whenever a new opportunity arises in Salesflare, a board is instantly created in Trello. This simplifies tracking and navigating through your sales processes, offering a more streamlined and organized approach to managing your opportunities. The process of transferring information becomes an effortless task, freeing up valuable time for more strategic business activities. This workflow is your solution for effective sales opportunity management.
- When this happens...New Opportunity
Triggers when a new opportunity has arrived.
- automatically do this!Create Board
Triggers when a new board is added.
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