Salesforce + Trello Integration

Q: Can I automatically create Trello cards from new Salesforce leads?

You can automatically create Trello cards from new Salesforce leads using ready-made workflows on Integrately. Select a pre-built template to start syncing data in 1 click or use Integrately AI to customize your exact automation rules.

Q: Can I connect Salesforce, Trello, and Slack?

You can connect Salesforce, Trello, and Slack together in a single multi-step automation. Create Trello cards from Salesforce leads while notifying your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Salesforce and Trello?

Integrately is a top-rated alternative for connecting Salesforce and Trello with 1-click ready workflows, 20 million+ templates, AI assistance, and pricing up to 3x lower than most alternatives.

Q: How do Salesforce record updates trigger Trello card changes?

Salesforce record updates trigger Trello card changes automatically through real-time event listeners on Integrately. Choose from pre-built templates to sync field modifications instantly without writing code.

Q: Can Trello board updates modify Salesforce records?

Trello board updates can modify matching Salesforce records automatically when tasks move across lists. Start with a ready automation template to keep your CRM updated in real time.

Q: How do I automate Salesforce and Trello without coding?

You can connect Salesforce and Trello without any coding using Integrately. Choose from thousands of ready templates or ask Integrately AI to build your exact workflow in seconds.

Q: Is the Salesforce and Trello integration free?

You can start your Salesforce and Trello integration on Integrately with a free plan. Upgrade anytime as your automation needs grow with 42,000+ active users.

Integrate Salesforce to Trello in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create cards, update your records, and alert your team automatically.

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Free forever.

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Field is updated on record in Salesforce
Record is created in Salesforce
Record is updated 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
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

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Ready Workflows for Salesforce + Trello Integration

Capture leads, create project cards, update records, alert your team, and trigger follow-ups, all in just one click.

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.

Activate

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.

Activate

Create Salesforce record for new message received in Trello

Trello + Salesforce Integration

Activate

Create Trello card for new Salesforce record

Salesforce + Trello Integration

Activate

Create Trello card for updated Salesforce contact

Salesforce + Trello Integration

Activate

Create Trello card for new Salesforce contact

Salesforce + Trello Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Trello flow

Send lead data to messaging tools, sync project records with your CRM, and automate multi-app handoffs. Pick a combination and activate it in one click.

Slack (3)

HubSpot (3)

Gmail (3)

Google Drive (3)

Jira Software Cloud (3)

Zoom (3)

When a lead is created in Salesforce, create a Trello card and notify your sales team on Slack.

New Salesforce leads instantly become Trello cards while your Slack channel receives an alert, eliminating manual handoffs between teams.

When a Trello card is moved to list, update the Salesforce record and post an update in Slack.

Card movements in Trello automatically update Salesforce records and notify your team on Slack so everyone stays aligned.

When an opportunity is created in Salesforce, create a Trello card and announce it in Slack.

New sales opportunities generate Trello project boards and Slack announcements automatically.

When a contact is created in Salesforce, create a Trello card and create a contact in HubSpot.

New Salesforce contacts are mirrored as Trello cards and HubSpot contacts instantly.

When a Trello card is updated, update the Salesforce record and update the HubSpot contact.

Card edits in Trello propagate changes to your Salesforce records and HubSpot contacts.

When a task is created in Salesforce, create a Trello card and create a task in HubSpot.

Salesforce tasks generate corresponding Trello cards and HubSpot tasks automatically.

When a lead is created in Salesforce, create a Trello card and send an email via Gmail.

New Salesforce leads trigger Trello cards and welcome emails sent automatically from Gmail.

When a case is created in Salesforce, create a Trello card and send a confirmation email in Gmail.

Support cases in Salesforce create Trello tracking cards and send confirmation emails via Gmail.

When a Trello card is archived, update the Salesforce record and send a status email in Gmail.

Archiving Trello cards updates Salesforce records and sends status update emails via Gmail.

When an opportunity is created in Salesforce, create a Trello card and create a folder in Google Drive.

New sales opportunities generate Trello project cards and dedicated Google Drive folders instantly.

When a contact is created in Salesforce, create a Trello card and upload a document in Google Drive.

New Salesforce contacts generate Trello cards and store associated documents in Google Drive.

When a Trello card is created, update the Salesforce record and save a file in Google Drive.

New Trello cards update Salesforce records and archive attachments in Google Drive.

When a case is created in Salesforce, create a Trello card and create an issue in Jira Software Cloud.

Support cases in Salesforce generate Trello tracking cards and Jira engineering issues automatically.

When a Trello card is moved to list, update the Salesforce record and update the issue in Jira Software Cloud.

Trello board progress updates Salesforce records and Jira Software Cloud issues simultaneously.

When an opportunity is created in Salesforce, create a Trello card and create a project in Jira Software Cloud.

New Salesforce opportunities trigger Trello task boards and Jira Software Cloud engineering projects.

When a lead is created in Salesforce, create a Trello card and schedule a meeting in Zoom.

New Salesforce leads generate Trello project cards and schedule discovery meetings in Zoom automatically.

When an opportunity is created in Salesforce, create a Trello card and schedule a kickoff call in Zoom.

New opportunities create Trello tracking cards and schedule client kickoff meetings in Zoom.

When a Trello card is created, update the Salesforce record and schedule a review meeting in Zoom.

New Trello cards update Salesforce records and schedule review sessions via Zoom.

Supported triggers and actions for Salesforce and Trello

Mix and match to build the exact automation you need

Salesforce Triggers & Actions

Field is updated on record in Salesforce

Triggers the automation when a particular action in the workflow fails

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Record is created in Salesforce

Triggers the automation when a new record is created

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Record is updated in Salesforce

Triggers the automation when any record is updated

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Lead is created in Salesforce

Triggers the automation when a new lead is created

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Lead is updated in Salesforce

Triggers the automation when the lead information is updated

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Opportunity is created in Salesforce

Triggers the automation when any opportunity is updated

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Opportunity is updated in Salesforce

Triggers the automation when any opportunity is updated

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Task is created in Salesforce

Triggers the automation when a new task is created

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Task is updated in Salesforce

Triggers the automation when any task is updated

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Contact is updated in Salesforce

Triggers the automation when a contact is updated

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Contact is created in Salesforce

Triggers the automation when a new contact is created

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Account is created in Salesforce

Triggers the automation when a new account is created

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Account is updated in Salesforce

Triggers the automation when an account is updated

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Instant

Outbound message is received in Salesforce

Triggers the automation when an outbound message is received

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Case is created in Salesforce

Triggers the automation when a new case is created

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Case is updated in Salesforce

Triggers the automation when any case is updated

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Quote is created in Salesforce

Triggers the automation when a new quote is created

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Quote is updated in Salesforce

Triggers the automation when any quote is updated

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Get records by ID in Salesforce

Retrieves a record based on its id

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Create record in Salesforce

Generates a new record

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Search record using query in Salesforce

Searches for a record using the query provided by the user

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Update record in Salesforce

Updates a record with new information

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Search record in Salesforce

Searches for a record within a given database

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Create lead in Salesforce

Generates new leads for potential customers

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Update lead in Salesforce

Updates the lead information

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Search lead in Salesforce

Retrieves information for a particular lead

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Create contact in Salesforce

Adds a new contact to the database

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Update contact in Salesforce

Updates contact information with new details

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Search contact in Salesforce

Finds and retrieves contact information

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Create opportunity in Salesforce

Creates a new instance of the support system

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Update opportunity in Salesforce

Updates the opportunity details as needed

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Search opportunity in Salesforce

Searches for a opportunity

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Add contact to campaign in Salesforce

Adds a contact to a campaign for targeted communication

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Add lead to campaign in Salesforce

Adds a new lead to a marketing campaign for targeted outreach

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Create account in Salesforce

Generates a new account

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Search account in Salesforce

Searches for account information

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Update account in Salesforce

Updates account information

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Create task in Salesforce

Creates a new task

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Update task in Salesforce

Updates the task with new information or changes

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Search task in Salesforce

Searches for a task

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Get tasks by contact Id in Salesforce

Retrieves tasks associated with a contact id

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Create case in Salesforce

Generates a new case entry

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Update case in Salesforce

Updates case details based on new information received

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Search case in Salesforce

Searches for a case record

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Get events by contact Id in Salesforce

Retrieves a list of events associated with a contact id

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Search quote in Salesforce

Searches for a quote

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Trello Triggers & Actions

Card is created in Trello

Triggers the automation when a card is archived

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Instant

Card is moved to list in Trello

Triggers the automation when a card is moved to a list

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Instant

Card is updated in Trello

Triggers the automation when a card is updated

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Comment is added to a card in Trello

Triggers the automation when a comment is added to any card

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Card is archived in Trello

Triggers the automation when a card is archived

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Instant

Label is added to card in Trello

Triggers the automation when any card is labelled

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Notification is created in Trello

Triggers the automation when a notification is created

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Checklist is created in Trello

Triggers the automation when a new checklist is created

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Instant

Activity is created in Trello

Triggers the automation when a new activity is created

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Member is added to card in Trello

Triggers the automation when a member is assigned to a card

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Board is added in Trello

Triggers the automation when a new board is added

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Label is created in Trello

Triggers the automation when a new label is created

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Attachments is added to card in Trello

Triggers the automation when a file or document is attached to a card

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List is created in Trello

Triggers the automation when a new list is created

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Get organization by ID in Trello

Retrieve organization by ID

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Get label by ID in Trello

Retrieve label by ID

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Get member by ID in Trello

Retrieve member by ID

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Get list by ID in Trello

Retrieve list by ID

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Get board by ID in Trello

Retrieve board by ID

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Find checklist item in Trello

Searches and locates a item in the checklist

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Get checklist item by id in Trello

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Find card in Trello

Locates a card within the application

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Create card in Trello

Generates a new card for a task

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Update card in Trello

Updates the information on the selected card

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Move card to list in Trello

Relocates a particular card to a list

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Add member to card in Trello

Assigns a team member to a task card

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Archive card in Trello

Move card to an archive section for future reference

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Get attachments of card in Trello

Retrieves attachments associated with a card

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Get card by ID in Trello

Retrieves a card using its id

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Create board in Trello

Generates a new board

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Search board in Trello

Searches for a board

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Copy board in Trello

Duplicate the entire content of the current board

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Close board in Trello

Close an existing board

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Create checklist Item in Trello

Generates a checklist item in a particular checklist

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Add attachment to card in Trello

Adds an attachment to a card in the particular project or board

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Complete checklist Item in card in Trello

Mark a checklist item as complete in a card

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Search list on board in Trello

Searches for a list in a board

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Create custom field in Trello

Creates a new marketing campaign

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Assign member to board in Trello

Adds a member to a designated board

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Search member in Trello

Searches for a member with

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Add checklist to card in Trello

Adds a checklist with tasks to a card

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Find checklist in Trello

Locate and access a predefined checklist with

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Delete checklist in card in Trello

Removes the entire checklist from the particular card

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Create list in Trello

Generates a new list

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Create comment in Trello

Generates a new comment

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Add label to card in Trello

Adds a label to a card in the particular list

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Add existing label to card in Trello

Adds an existing label to a card

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Remove label in Trello

Removes a label

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Add label to board in Trello

Creates a label on a board

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Find label on board in Trello

Locate and extract label information from a board

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What can you automate with Salesforce + Trello?

Streamline your CRM data management and visual project workflows with ready-made automations.

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🔄

Sync Salesforce records to Trello cards instantly

Create a Trello card automatically every time a new lead, contact, or opportunity is created in Salesforce. Keep your project boards aligned with your CRM pipeline.

📋

Capture every submitted field and detail

Map complete custom fields, contact numbers, emails, and company notes from Salesforce into your Trello card descriptions instead of just basic names.

🔔

Alert team members the moment events happen

Notify your project managers and sales reps instantly on Slack or via email whenever important Salesforce records or Trello cards are updated.

🔀

Route records based on submitted criteria

Send enterprise leads to priority Trello boards while routing standard inquiries to general task lists based on specific Salesforce field values.

📝

Keep destinations updated as data changes

Update Trello card checklists and descriptions automatically whenever corresponding lead or opportunity details change in Salesforce.

🔍

Search and update instead of creating duplicates

Check existing Trello boards for matching records before creating new cards, updating existing tasks with fresh Salesforce information instead.

✅

Handle later status changes and completions

Trigger automated updates in Salesforce when Trello cards are archived, moved to finished lists, or marked complete.

🔌

Extend your workflow to external apps

Connect your Salesforce and Trello core automation with Slack, Gmail, or HubSpot to build powerful multi-step operational pipelines.

And much more...

Who is Salesforce + Trello integration for?

Sales managers, project coordinators, and support leads rely on this integration to keep CRM records and visual workflows synchronized without manual data entry.

Sales Managers

Support Leads

Account Executives

Operations Directors

Project Coordinators

Business Analysts

📈

Sales Managers

You review pipeline reports in Salesforce but your team tracks daily deliverables in Trello, so the status metrics you report on are always lagging behind — this integration means every new opportunity populates your board instantly and your data stays current.

⚡

Support Leads

You handle urgent customer issues in Salesforce but your engineering triage happens in Trello, so critical tickets get buried when queues surge — connecting these apps means every new support case creates a tracking card immediately and response times improve.

🤝

Account Executives

You close deals in Salesforce and hand them off to project teams who live in Trello, so client details get lost in translation during handoffs — with this integration, every won opportunity generates a project card with all customer context preserved.

📊

Operations Directors

You oversee high volumes of customer data moving between Salesforce and project boards by hand, so manual entry errors cause missed deadlines — automating both apps means every update flows securely across your stack without human intervention.

🎯

Project Coordinators

You depend on sales reps to notify you when new leads or accounts are ready for onboarding, but updates arrive late or not at all — integrating these apps means every Salesforce event triggers your Trello tasks the moment it happens.

🗂️

Business Analysts

You need a reliable audit trail across customer accounts and project statuses, but manual record-keeping leaves major gaps in your history — automating both apps means every record change and card movement is logged accurately every time.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Salesforce + Trello

Build and manage your Salesforce + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Salesforce + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

Improve business efficiency and optimize workflows with top Salesforce integrations. Enhance operations and boost productivity seamlessly.

How to integrate Trello with your apps: Top 15 integrations revealed

Streamline workflows and boost productivity with top 15 Trello integrations. Enhance business operations and improve task management seamlessly.

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Learn how to use Trello effectively for managing your projects and tasks. Our guide covers everything from setting up boards to advanced tips for maximizing productivity.

Frequently Asked Questions

How do I connect Salesforce to Trello?

You can connect Salesforce to Trello in 1 click using ready-made templates on Integrately. Link your accounts, select a pre-built workflow, or ask Integrately AI to build your automation instantly alongside tools like Slack, HubSpot, and Gmail.

Can I automatically create Trello cards from new Salesforce leads?

Can I connect Salesforce, Trello, and Slack?

What is a good Zapier alternative for Salesforce and Trello?

How do Salesforce record updates trigger Trello card changes?

Can Trello board updates modify Salesforce records?

How do I automate Salesforce and Trello without coding?

Is the Salesforce and Trello integration free?

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Want to automate something else in your workflow?

You Can Also Connect Salesforce or Trello With 1500+ Other Apps

Popular Salesforce Integrations

Connect Salesforce with CRMs, email marketing tools, and customer support platforms to manage and follow up on your leads.

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Salesforce Integrations

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Popular Trello Integrations

Sync Trello with project management, team communication, and document storage tools to keep data working across your stack.

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Trello Integrations

No popular apps found

Salesforce + Trello Integration

Integrate Salesforce to Trello in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create cards, update your records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Salesforce + Trello Integration

Capture leads, create project cards, update records, alert your team, and trigger follow-ups, all in just one click.

Create Salesforce record for new Trello card

Create Salesforce task for new Trello checklist

Create Salesforce record for new message received in Trello

Create Trello card for new Salesforce record

Create Trello card for updated Salesforce contact

Create Trello card for new Salesforce contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Trello flow

Send lead data to messaging tools, sync project records with your CRM, and automate multi-app handoffs. Pick a combination and activate it in one click.

Supported triggers and actions for Salesforce and Trello

Mix and match to build the exact automation you need

What can you automate with Salesforce + Trello?

Streamline your CRM data management and visual project workflows with ready-made automations.

Who is Salesforce + Trello integration for?

Sales managers, project coordinators, and support leads rely on this integration to keep CRM records and visual workflows synchronized without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Salesforce + Trello

Build and manage your Salesforce + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

How to integrate Trello with your apps: Top 15 integrations revealed

How to Use Trello in 2025 – A Complete Step by Step Guide

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Salesforce or Trello With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Salesforce + Trello Integration

Integrate Salesforce to Trello in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create cards, update your records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Salesforce + Trello Integration

Capture leads, create project cards, update records, alert your team, and trigger follow-ups, all in just one click.

Create Salesforce record for new Trello card

Create Salesforce task for new Trello checklist

Create Salesforce record for new message received in Trello

Create Trello card for new Salesforce record

Create Trello card for updated Salesforce contact

Create Trello card for new Salesforce contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Trello flow

Send lead data to messaging tools, sync project records with your CRM, and automate multi-app handoffs. Pick a combination and activate it in one click.

Supported triggers and actions for Salesforce and Trello

Mix and match to build the exact automation you need

What can you automate with Salesforce + Trello?

Streamline your CRM data management and visual project workflows with ready-made automations.

Who is Salesforce + Trello integration for?

Sales managers, project coordinators, and support leads rely on this integration to keep CRM records and visual workflows synchronized without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Salesforce + Trello

Build and manage your Salesforce + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to integrate Salesforce to your apps: 10 most-used Salesforce integrations

How to integrate Trello with your apps: Top 15 integrations revealed

How to Use Trello in 2025 – A Complete Step by Step Guide

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Salesforce or Trello With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click