Method CRM + Trello

Create and add new Method CRM customers or customer leads from new Trello cards

This workflow springs into action when a new card is created in Trello, consequently adding a customer or customer lead in Method CRM (QuickBooks only). Specially devised for those looking to streamline the process of lead tracking and customer management, it turns your Trello actions into valuable CRM entries. By leveraging this workflow, you can ensure no prospect or task slips through the cracks while saving time on manual data entry.

This workflow springs into action when a new card is created in Trello, consequently adding a customer or customer lead in Method CRM (QuickBooks only). Specially devised for those looking to streamline the process of lead tracking and customer management, it turns your Trello actions into valuable CRM entries. By leveraging this workflow, you can ensure no prospect or task slips through the cracks while saving time on manual data entry.

  1. When this happens...
    TrelloTrello
    New Card

    Triggers when a new card is added.

    TriggerPolling
  2. automatically do this!
    Method CRMMethod CRM
    Add Customer or Customer Lead (QuickBooks Only)

    Adds a new customer or customer lead

    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Card

    Trigger
    Instant
    Try It
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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

  • Project Management

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