Connect Salesforce and Trello integrations
Connect Salesforce and Trello with Make to automate workflows, update projects instantly, and boost productivity without coding. Simplify your task management and CRM functions, minimizing manual data entry and focusing on what truly matters. Improve efficiency by linking these powerful tools today.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds an existing label to a card.
Adds a selected member to a card.
Adds an attachment to a card.
Archives or unarchives a board.
Archives or unarchives a card.
Archives or unarchives a specific list.
Assigns a specific member to a board.
Creates a new board.
Creates a new card.
Creates a checklist on a given card.
Creates new checklist item to a specific checklist.
Creates a new comment in a specific card.
Creates a new custom field on a board.
Creates a new label on a board.
Creates a new list.
Creates a CSV export for a workspace and returns a ZIP file in the response. Is not available on the free plan.
Deletes a card.
Deletes a specified checklist.
Deletes a comment in a specific card.
Deletes a label.
Deletes an attachment from a card.
Downloads an attachment.
Edits an existing board.
Edits an existing card.
Updates an item in a checklist on a card.
Edits an existing comment in a specific card.
Edits an existing label.
Edits an existing list.
Retrieves a board by ID.
Retrieves a card by ID.
Retrieves information about a specific checklist.
Retrieves information about a specific custom field.
Gets information about a specific label.
Retrieves a list by ID.
Gets a specific attachment on a card.
Performs an arbitrary authorized API call.
Removes a label from a card.
Removes a specific member from a card.
Removes an item from checklist.
Sets or updates a custom field value on a card.
Unassigns a specific member from a specific board.
Retrieves all lists from a given board.
Retrieves all checklists for given card.
Retrieves options of dropdown custom field.
Lists attachments on a card.
Retrieves a list of comments for a card.
Retrieves all labels from a board.
Returns boards matching the search query.
Returns cards matching the search query.
Returns members matching the search query.
Returns workspaces matching the search query.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Salesforce and Trello integrations.
Integrate Salesforce as a trigger and Trello as an action with Make to simplify your workflows. Automatically update Trello boards based on real-time changes in Salesforce, such as advancing sales opportunities. This integration allows for better project management by connecting Salesforce's CRM capabilities with Trello's task management functionality, improving productivity without the need for coding expertise. Use Make's user-friendly interface to effectively connect these applications, minimizing manual data entry and focussing on strategic activities. Experience improved efficiency by linking Salesforce and Trello through Make today.
Adds an existing label to a card.
Adds a selected member to a card.
Adds an attachment to a card.
Archives or unarchives a board.
Archives or unarchives a card.
Archives or unarchives a specific list.
Assigns a specific member to a board.
Completes or aborts a job.
Creates a CSV export for a workspace and returns a ZIP file in the response. Is not available on the free plan.
Popular Salesforce and Trello workflows.
Elevate your workflow efficiency with centralized task management in Salesforce and Trello. Simplify processes and collaboration with automated sync and real-time updates.
How to setup Salesforce and Trello in 5 easy steps
Log in and start
Begin by logging into your Make account and accessing your automation dashboard.
Connect Salesforce
Pick a Salesforce module and create a connection to link it with your Make account.
Add Trello integration
Select a Trello module in your Make dashboard and click to start the connection process.
Authorize Trello access
Log into Trello if asked and authorize Make to access it, completing the connection.
Finalize configurations
Save both connections and ensure they're set up correctly for your project.
Improve efficiency and collaboration by integrating Salesforce and Trello
Integrating Salesforce with Trello streamlines task management, increases productivity, and fosters collaboration by syncing tasks and providing real-time updates to keep teams aligned and efficient.
Automatically sync tasks from Salesforce to Trello for a centralized workflow view.
Reduce manual entry by creating Trello cards instantly from Salesforce tasks.
Keep teams aligned by ensuring everyone has access to the latest task updates in Trello.
Save time with automated processes, eliminating repetitive task creation.
FAQ
Integrating Salesforce with Trello through Make allows you to simplify workflows by automatically transferring important data between your sales and project management platforms. This ensures that your team has real-time updates on client interactions and project progress, which can help improve efficiency and communication.
While setting up integrations can seem daunting, Make provides a user-friendly, no-code interface to connect Salesforce and Trello easily. Additionally, Make offers comprehensive support documentation and community forums where you can find tips and solutions from other users to help address any setup challenges.
With Make, you can create custom automated workflows that utilize Salesforce's CRM capabilities and Trello's project management features. You can automate tasks such as creating Trello cards from Salesforce leads, updating records in real time, and sending notifications for changes in either application, saving time and reducing manual errors.
By creating a Make account, you gain access to an intuitive platform that allows you to customize and automate your business processes between Salesforce and Trello without needing any programming skills. This can lead to significant time savings, improved task management, and better team collaboration.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Philipp Weidenbach
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
Cayden Phipps
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Erkki Markus
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
Andreas Stryz
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Kimberly D
Owner of Media Production