Loading

Salesforce + Trello

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.

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...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related categories

Similar apps

Planview AgilePlace integrationsPlanview AgilePlace integrations

Planview AgilePlace

Project Management
Kanban Tool integrationsKanban Tool integrations

Kanban Tool

Project Management
MeisterTask integrationsMeisterTask integrations

MeisterTask

Project Management