Salesforce Essentials + Trello
Add cards in Trello with new tasks in Salesforce Essentials
Keep your workflows connected and moving forward when you set up this integration. As soon as you add a new task in your Salesforce Essentials account, a Trello card will be automatically generated to keep your projects focused, even across applications.
Keep your workflows connected and moving forward when you set up this integration. As soon as you add a new task in your Salesforce Essentials account, a Trello card will be automatically generated to keep your projects focused, even across applications.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
- automatically do this!Create Card
Triggers when a new card is added.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
