Revamp CRM + Trello
Add new Revamp CRM deals to Trello as new cards
Revamp CRM allows your sales team to manage deals through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two. Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM deals, or you can set up this integration to only create new Trello cards when deals reach a certain milestone.
Revamp CRM allows your sales team to manage deals through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two. Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM deals, or you can set up this integration to only create new Trello cards when deals reach a certain milestone.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
