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Salesforce + Trello

Salesforce + Trello

Salesforce + Trello integrations

Create Trello cards for new Salesforce tasks

Is your team using Trello to manage your tasks visually, and Salesforce to manage your CRM contacts? Use this Salesforce to Trello integration to start adding new cards to a Trello board for new tasks as they are added to a Salesforce account. Once this integration has been set up, all new Salesforce tasks created from that point forward will create a Trello card for your team.

  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!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Salesforce and Trello

Discover other triggers and actions you can use with Salesforce and Trello

  • Salesforce triggers, actions, and search
    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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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    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
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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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