Capsule CRM + Trello

Create new Trello cards from new or updated Capsule CRM contacts

Streamline your task management with this workflow. Whenever a contact is added or updated in Capsule CRM, corresponding card is instantly created in Trello. This automation enhances your customer relationship management efficiency and eliminates the necessity for manual data entry. Stay ahead with every contact and corresponding task without missing a beat.

Streamline your task management with this workflow. Whenever a contact is added or updated in Capsule CRM, corresponding card is instantly created in Trello. This automation enhances your customer relationship management efficiency and eliminates the necessity for manual data entry. Stay ahead with every contact and corresponding task without missing a beat.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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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