Salesforce + Trello
Create Trello cards for updated Salesforce records
Keep your Trello boards up to date with the latest Salesforce updates using this seamless workflow. When a specific field on a Salesforce record is updated, a new card will be created in Trello to help you stay organized and easily track the changes. This automation ensures your team is always informed and can efficiently collaborate as records are updated in Salesforce.
Keep your Trello boards up to date with the latest Salesforce updates using this seamless workflow. When a specific field on a Salesforce record is updated, a new card will be created in Trello to help you stay organized and easily track the changes. This automation ensures your team is always informed and can efficiently collaborate as records are updated in Salesforce.
- When this happens...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.).
- automatically do this!Create Card
Triggers when a new card is added.
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