1.Captures new card comment
Integrate Trello and card activity data to capture comment text, card reference, card title, commenter name, and timestamp.
Create CRM lead notes from board card comments
Automatically capture new board card comments across Trello and Close. Create and update CRM lead notes when comments are added, when noise is filtered out, or when a matching lead is foundβso you can preserve context, reduce manual logging, and keep notes accurate without manual note taking.
How this automation creates CRM lead notes from comments
When a new card comment is posted, reps lose conversation context and CRM notes fall behind. This automation captures comment text and context, filters noise, finds the matching lead, and creates plain-text notes with a board card linkβso your team keeps updates current.
Trelloor swap with your favorite app
2.Filters to configured board comments
Integrate Filter by Zapier and routing conditions to continue only for comments from the configured board and skip automated text.
Filter by Zapieror swap with your favorite app
3.Finds the matching lead
Integrate Close and CRM lead lookup tools to map card reference fields into the lead search query and locate the corresponding lead.
Closeor swap with your favorite app
4.Creates a note on the lead
Integrate Close and CRM note systems to create plain-text lead notes with commenter and timestamp context and a board card link.
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