Connect Perfex CRM and Trello to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Perfex CRM to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Perfex CRM with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contract" from Perfex CRM.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Perfex CRM and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling - Contact IdRequired
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Perfex CRM and Trello to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Perfex CRM + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Perfex CRM and Trello
How can I connect Perfex CRM with Trello?
To connect Perfex CRM with Trello, you typically use a third-party automation tool like Zapier. We allow you to set up triggers in Perfex CRM that can initiate actions in Trello. For instance, when a new client is added to Perfex CRM, a new card can be created in Trello.
What are some common triggers for the integration?
Common triggers include adding a new client or project in Perfex CRM, which can prompt actions such as creating a new card or checklist in Trello. You might also set triggers for when a task is updated in Perfex CRM.
Can I update Trello cards from changes made in Perfex CRM?
Yes, you can set up an integration where updates in Perfex CRM automatically reflect on your Trello cards. For example, if there are changes to a project's status in Perfex CRM, it can update the corresponding card details on Trello.
Is it possible to automate task management between the two platforms?
Absolutely! By integrating both platforms, tasks assigned or marked as complete in Perfex CRM can automatically sync with your Trello board workflows, keeping everything aligned without manual input.
How do I troubleshoot issues with the integration?
If you encounter issues, start by checking the connection settings between Perfex CRM and Trello. Verify that your authentication credentials are correct and that necessary permissions are enabled. Our support team is always ready to assist if problems persist.
Are there limitations on data types transferred between the two apps?
While most standard data types like text and date fields transfer smoothly, complex custom fields might require additional configuration. It's important to test specific data types you plan to use for any potential discrepancies during transfer.
Can we customize notifications received from these integrations?
Yes, you have control over customizing notifications based on specific triggers and actions set up between Perfex CRM and Trello. You can choose which team members receive them and how they should be delivered.
