Connect Salesforce and Trello to power AI-driven automation

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Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Trello together. Build enterprise-grade automation in minutes.

Our most popular template

Create Trello cards from new Salesforce cases
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Salesforce + Trello
Create Salesforce leads when Trello cards are moved to a new list
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Trello + Salesforce
Create Trello cards for new Salesforce tasks
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Salesforce + Trello
Create Trello cards from new Salesforce leads
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Salesforce + Trello
Create Trello cards for updated Salesforce records
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Salesforce + Trello
Update Salesforce records when new Trello cards are created
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Trello + Salesforce

Create Trello cards from new Salesforce cases

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Salesforce + Trello

Create Salesforce leads when Trello cards are moved to a new list

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Trello + Salesforce

Create Trello cards for new Salesforce tasks

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Salesforce + Trello

Create Trello cards from new Salesforce leads

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Salesforce + Trello

Create Trello cards for updated Salesforce records

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Salesforce + Trello

Update Salesforce records when new Trello cards are created

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Trello + Salesforce

Create Salesforce leads from new Trello cards
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Trello + Salesforce
Update Trello cards when new Salesforce records are created
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Salesforce + Trello

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Trello - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Salesforce and Trello, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
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- Board ID
  Required
Trigger
Polling
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- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
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- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
  Required
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Organization ID
  Required
- Board ID
  Required
- Name
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Board ID
- List ID
- Filter
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
- Return Limited Fields
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

For AI agents & developers

Use Salesforce and Trello with AI agents and code

Beyond Zap workflows. Call Salesforce and Trello actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Trello actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Checklist Item in Card

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Trello actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / trello action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Salesforce and Trello

Track closed deals in Trello.

When an opportunity is marked as Closed Won in Salesforce, Zapier will automatically create a new card on a specified Trello board with deal details. This helps business owners monitor sales activities without switching tools, improving deal visibility and collaboration.

Business Owner

Try it

Log Salesforce updates in Trello.

When a record is updated in Salesforce, Zapier can automatically create a Trello card summarizing the update. This keeps IT managers informed about key changes impacting systems integration or security, avoiding delays and errors.

Try it

Manage sales follow-ups in Trello.

When a new lead is created in Salesforce, Zapier can instantly add a card in Trello for the project team to plan outreach and track its progress. This ensures no lead is overlooked during planning and follow-up, streamlining task management and tracking efforts.

Project Management

Try it

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Salesforce to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Trello integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Trello

How can I integrate Salesforce with Trello?

You can integrate Salesforce with Trello using our platform to automate workflows, such as creating Trello cards from new Salesforce leads. This is achieved by setting up triggers in Salesforce that initiate actions in Trello.

What triggers are available when integrating Salesforce and Trello?

When integrating, you can set up triggers for new records, updated records, or specific events in Salesforce to automatically create cards, update lists, or post comments in Trello.

Can I customize the information sent from Salesforce to Trello?

Yes, you can map specific fields from a Salesforce record and decide exactly what data should appear on your Trello card, allowing for detailed customization as per your workflow requirements.

Are there limits on the number of automations between Salesforce and Trello?

The number of automations is typically determined by your plan. We offer different tiers that cater to varying needs for task automations and workflow complexity.

How do I handle errors in an integration between Salesforce and Trello?

Our platform includes error logging and notifications. You can review these logs to understand what might have gone wrong and utilize filters or delay settings to manage potential conflicts.

Do I need any coding skills to set up these integrations?

No coding skills are required. Our user-friendly interface allows you to integrate Salesforce with Trello using simple drag-and-drop functionality and pre-configured templates.

Can I integrate more than just leads and contacts between Salesforce and Trello?

Absolutely, along with leads and contacts, you can integrate opportunities, accounts, tasks, and more using various triggers that suit your operational workflows between the two platforms.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Trello

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Connect Salesforce and Trello to power AI-driven automation

Launch your first automated workflow

Create Trello cards from new Salesforce cases

Create Salesforce leads when Trello cards are moved to a new list

Create Trello cards for new Salesforce tasks

Create Trello cards from new Salesforce leads

Create Trello cards for updated Salesforce records

Update Salesforce records when new Trello cards are created

Create Trello cards from new Salesforce cases

Create Salesforce leads when Trello cards are moved to a new list

Create Trello cards for new Salesforce tasks

Create Trello cards from new Salesforce leads

Create Trello cards for updated Salesforce records

Update Salesforce records when new Trello cards are created

Create Salesforce leads from new Trello cards

Update Trello cards when new Salesforce records are created

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Trello with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Trello

Track closed deals in Trello.

Log Salesforce updates in Trello.

Manage sales follow-ups in Trello.

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Trello on the Zapier blog

How to create Miro widgets from new Trello cards

How to create a Trello card from a saved Slack message

How to use Trello for time tracking

Make work flow with AI

Frequently Asked Questions about Salesforce + Trello integrations

Connect Salesforce to Trello on the world's largest no-code automation platform