Are you looking for a way to keep track of your sales process and create task for yourself in CompanyHub? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in CompanyHub for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
As any project manager would agree, spreadsheets are essential for tracking progress and ensuring that tasks are completed on time. However, manually creating a new CompanyHub record for every new Trello card can be time-consuming and error-prone.
This process can be automated using Integrately's Trello - CompanyHub integration. With this integration, a new CompanyHub record will be created for every new Trello card.
This will save time and ensure that your project data is always up-to-date.
You Can Also Connect CompanyHub or Trello With 1400+ Other Apps
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.