Trello + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Trello and Salesforce, with as many as 499 possible integrations. Are you ready to find your productivity superpowers?
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.
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
- A new task is added to a Salesforce account
- Zapier creates a new card in Trello
What You Need
- A Salesforce account
- A Trello account
Keep Your Team on Track by Copying Salesforce Cases Into Trello.
Make a New Trello Card Each Time a Salesforce Case is Opened
Save time and keep up with your cases in the productivity app you love with this Salesforce to Trello Zap. In just a few minutes, you can setup this Zap to automatically make a new Trello card in the board and list of your choice each time a new Salesforce case is opened.
How it Works
Choose your Trello board and list, along with your Salesforce account, and pick the Salesforce case info you want to add to your Trello cards. Then, whenever a new Salesforce case is opened, it’ll automatically be copied into a new Trello card with all the info you need.
You’ll then be able to keep up with your cases in the project management workflow they’re already used to.
If you want, you can also choose to only send some specific Salesforce cases to Trello using trigger filters. This would let you, for example, save all bug report cases to one Trello board, and then you could use another Zap to save all feature request cases to another board.
To set these up, click “edit” on your Zap in your Dashboard once your Zap is enabled.
It's easy to connect Trello + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a Card is updated in Trello.
Adds a new list on a specific board.
Triggers when you get a new notification in Trello.
Creates a new board.
Triggers when a new card is added.
Adds a new card on a specific board and list.
Triggers when there is activity in Trello.
Create a new lead.
Triggers when a new lead is created.
Add a lead to a campaign.
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