1.Monitor new card on board
Integrate Trello and workflow triggers to watch for new cards on your configured board and capture card details to create deals.
Create deal records from new project board cards
Automatically capture new card details across Trello and create deal records in HubSpot. Create and update when due dates, deal fields, or qualifying card content changesβso you can create deals, enrich CRM fields, and write deal links back without manual data entry.
How this automation creates deal records from new cards
When new Trello cards land without CRM context, deals can stall and sales follow-up gets delayed. This automation formats close dates, finds or creates HubSpot deals, and updates the Trello card with the CRM deal linkβso your team can act fast.
Trelloor swap with your favorite app
2.Formats close date from due date
Integrate Formatter by Zapier and date utilities to format the card due date and map it to a deal close date.
Formatter by Zapieror swap with your favorite app
3.Finds or creates deal record
Integrate HubSpot and CRM data mapping to find or create a deal by deal name and set deal fields and owner.
HubSpotor swap with your favorite app
4.Updates card with deal URL
Integrate Trello and note-taking to append the created deal URL to the card description and optionally add a CRM note.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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