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Salesforce + Trello

Create Trello cards for new Salesforce tasks

  1. When this happens

    Step 1: New Record

  2. Then do this

    Step 2: Create Card

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.

Note: This Zapier integration doesn't create Trello cards for existing tasks in a Salesforce account, only new tasks created after you've set it up.

How It Works

  1. A new task is added to a Salesforce account
  2. Zapier creates a new card in Trello

What You Need

  • A Salesforce account
  • A Trello account

Supported triggers and actions

What does this mean?
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salesforce logo
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)
trello logo
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.
Learn More

Related categories

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