Connect Capsule CRM and Trello to unlock the power of automation
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Set up your first integration
Quickly connect Capsule CRM to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Capsule 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 or Updated Project" from Capsule 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 Capsule 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.
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite- Entity TypeRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Entity TypeRequired
- Activity Type
- NoteRequired
ActionWrite- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionWrite
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Connect Capsule 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.
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Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Capsule CRM + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Capsule CRM and Trello
How do I integrate Capsule CRM with Trello?
To integrate Capsule CRM with Trello, you'll need to set up a connection using a third-party automation tool. You'll create 'Zaps', which are automated workflows that connect your apps and automate tasks without requiring manual input. Choose triggers in Capsule CRM, like creating or updating a contact, and decide on corresponding actions in Trello, like adding a card or updating a checklist item.
What triggers can be used from Capsule CRM when integrating with Trello?
In our integration setup, you can use several triggers from Capsule CRM, such as when a new contact is created, an opportunity is updated, or a task is completed. These triggers help automate processes by ensuring that corresponding actions like adding or moving Trello cards happen seamlessly.
What actions can be performed in Trello through this integration?
Once Capsule CRM is integrated with Trello via our service, you can perform numerous actions such as creating new cards, updating existing cards' information, adding members to boards, and inserting checklist items whenever specific events occur in your CRM system.
How do I handle errors during the integration process?
If an error occurs during the integration process between Capsule CRM and Trello, we recommend checking the task history and logs provided by the automation tool for detailed error messages. Double-checking your field mappings and data formats also helps resolve common issues promptly.
Can I customize the fields transferred between Capsule CRM and Trello?
Yes, we support customizable field mappings between Capsule CRM and Trello. You can select which fields from your CRM should appear as card details on Trello to ensure relevant information is transferred according to your workflow needs.
Is it possible to update information on both platforms simultaneously?
Our integrations allow you to create bi-directional workflows where updates in one platform reflect in another. For example, changes made to contact details in Capsule CRM can automatically update corresponding card details on Trello as part of automated actions defined in your workflow setup.
Are there any limitations I should be aware of when integrating these two platforms?
While integrating Capsule CRM with Trello provides robust functionality for automating tasks between the two platforms, there are limitations based on API capabilities and plan subscriptions within each service. It’s always good to review both services' documentation for any restrictions pertinent to your use case.
