Trello + Salesforce Integration

Connect Trello to Salesforce in 1 click

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Popular Trello + Salesforce Workflows

Create Salesforce task for new Trello checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Salesforce? 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 Salesforce for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

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Create Salesforce record for new Trello card

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 Salesforce record for every new Trello card can be time-consuming and error-prone.

This process can be automated using Integrately's Trello - Salesforce integration. With this integration, a new Salesforce record will be created for every new Trello card.

This will save time and ensure that your project data is always up-to-date.

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Create Trello card for new Salesforce record

Salesforce + Trello Integration

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Create Trello card for updated Salesforce contact

Salesforce + Trello Integration

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Create Salesforce record for new message received in Trello

Trello + Salesforce Integration

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You can Add Conditions / More Apps in the next steps

Card is created in Trello
Card is moved to list in Trello Instant
Card is updated in Trello Instant
Comment is added to a card in Trello
Card is archived in Trello
Label is added to card in Trello Instant
Notification is created in Trello
Checklist is created in Trello
Activity is created in Trello Instant
Member is added to card in Trello
Board is added in Trello
Label is created in Trello
Attachments is added to card in Trello
List is created in Trello
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

Create card in Trello
Update card in Trello
Move card to list in Trello
Find card in Trello
Add member to card in Trello
Archive card in Trello
Get attachments of card in Trello
Get card by ID in Trello
Create board in Trello
Search board in Trello
Copy board in Trello
Close board in Trello
Create checklist Item in Trello
Add attachment to card in Trello
Complete checklist Item in card in Trello
Search list on board in Trello
Find checklist item in Trello
Create custom field in Trello
Assign member to board in Trello
Search member in Trello
Add checklist to card in Trello
Find checklist in Trello
Delete checklist in card in Trello
Create list in Trello
Create comment in Trello
Add label to card in Trello
Add existing label to card in Trello
Remove label in Trello
Create label to board in Trello
Find label on board in Trello
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Search record using query in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get Record by Id in Salesforce
Get events by contact Id in Salesforce
Search Quote in Salesforce

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Connect Trello to Salesforce Now

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You Can Also Integrate Trello & Salesforce With 1100+ Other Apps

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.

See Trello Integrations

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations

Why Trello & Salesforce Users ❤ Integrately

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Integrate Trello & Salesforce In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Trello & Salesforce with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.