Revamp CRM + Trello
Add new Revamp CRM tasks to Trello as new cards
Revamp CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Revamp CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.
Revamp CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Revamp CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.
- When this happens...New Task
Triggers when a new task is created.
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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
