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Salesforce + Trello

Salesforce + Trello

Salesforce + Trello integrations

Update Trello cards when new Salesforce records are created

Keep your Trello cards up-to-date with new Salesforce records by using this efficient workflow. Whenever a new record is created in Salesforce, this automation will update a specified Trello card with the relevant information. Maintain accurate project details and stay organized without having to manually input data across platforms.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Update Card
    Update Card
    Update CardUpdate a card's name, description, due date, or position in list.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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