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Salesforce + Trello Integrations

How to connect Salesforce + Trello

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • Trello

    Triggers when a new board is added.

    Scheduled

    Trigger

  • Trello

    Triggers when a new card is added.

    Scheduled

    Trigger

  • Trello

    Triggers when a Card is archived in Trello.

    Scheduled

    Trigger

  • Trello

    Triggers when a Comment is added to a Card in Trello.

    Scheduled

    Trigger

  • Trello

    Triggers when there is activity in Trello.

    Instant

    Trigger

  • Trello

    Triggers when a Card is moved to a List in Trello,

    Instant

    Trigger

  • Trello

    Triggers at a specified time before a card is due.

    Scheduled

    Trigger

  • Trello

    Triggers when a Card is updated in Trello.

    Instant

    Trigger

  • Trello

    Triggers when a new checklist is created in Trello.

    Scheduled

    Trigger

  • Trello

    Triggers when a new label is created in Trello.

    Scheduled

    Trigger

  • Trello

    Triggers when a label is added in a Trello card.

    Instant

    Trigger

  • Trello

    Triggers when a new list on a board is added.

    Scheduled

    Trigger

  • Trello

    Triggers when this Trello account joins a card.

    Scheduled

    Trigger

  • Trello

    Triggers when you get a new notification in Trello.

    Scheduled

    Trigger

  • Trello

    Creates a new checklist item in a card.

    Scheduled

    Action

  • Trello

    Creates a new board.

    Scheduled

    Action

  • Trello

    Adds a new card on a specific board and list.

    Scheduled

    Action

  • Trello

    Archives a card.

    Scheduled

    Action

  • Trello

    Adds one or more attachments to a specific card.

    Scheduled

    Action

  • Trello

    Adds an existing label to a specific card.

    Scheduled

    Action

  • Trello

    Moves a specific card to a list on a specific board.

    Scheduled

    Action

  • Trello

    Adds one or more members to a specific card.

    Scheduled

    Action

  • Trello

    Update a card's name, description, due date, or position in list.

    Scheduled

    Action

  • Trello

    Adds a new (or existing) checklist to a card.

    Scheduled

    Action

  • Trello

    Closes a board without permanently deleting it.

    Scheduled

    Action

  • Trello

    Writes a new comment on a specific card.

    Scheduled

    Action

  • Trello

    Completes an existing checklist item in a card.

    Scheduled

    Action

  • Trello

    Creates a copy of an existing board.

    Scheduled

    Action

  • Trello

    Deletes an existing checklist on a card.

    Scheduled

    Action

  • Trello

    Adds a new label on a specific board.

    Scheduled

    Action

  • Trello

    Adds a new list on a specific board.

    Scheduled

    Action

  • Trello

    Removes an existing label from a card.

    Scheduled

    Action

  • Trello

    Finds a label on a particular board by name.

    Scheduled

    Action

  • Trello

    Finds a list on a particular board by name.

    Scheduled

    Action

  • Trello

    Finds a checklist on a particular board or card by name.

    Scheduled

    Action

  • Trello

    Finds a checklist item on a particular checklist by name.

    Scheduled

    Action

  • Trello

    Finds a board in your Trello organization by name.

    Scheduled

    Action

  • Trello

    Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

    Scheduled

    Action

  • Trello

    Finds a member in your Trello organization by name.

    Scheduled

    Action

  • Trello

    Finds or creates a specific board label.

    Scheduled

    Action

  • Trello

    Finds or creates a specific board list.

    Scheduled

    Action

  • Trello

    Finds or creates a specific checklist.

    Scheduled

    Action

  • Trello

    Finds or creates a specific organization board.

    Scheduled

    Action

  • Trello

    Finds or creates a specific organization card.

    Scheduled

    Action

How Salesforce + Trello Integrations Work

  1. Step 1: Authenticate Salesforce and Trello.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Trello Tutorials

salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

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