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.
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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.
Connect any app with Salesforce and Trello
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.
Create Trello cards from new Salesforce tasks
Every time a new task is created in Salesforce, Make will automatically create a new card in Trello.
TRY IT ->Create Trello cards from new Google Sheets spreadsheet rows
Create new Trello cards every time you add a row to your Google Sheets spreadsheet, powered by Make. This template uses this [example spreadsheet that we recommend to download](https://goo.gl/BqvfTW).
TRY IT ->Generate documents with Google Doc and create Trello cards from new Google Sheets rows
Automatically generate documents using Google Docs templates and create Trello cards from new Google Sheets rows for streamlined project management and documentation.
TRY IT ->Watch Trello activities and update Google Sheets rows accordingly
Monitor Trello activities and automatically update corresponding Google Sheets rows. Streamline task tracking by syncing Trello updates with Google Sheets effortlessly.
TRY IT ->Add new leads from Facebook Lead Ads to Trello and Google Sheets
Automatically add new Facebook Lead Ads leads to Trello cards and Google Sheets rows, streamlining your lead management and organization process.
TRY IT ->Create Trello cards from parsed phone numbers using a custom webhook
Automatically create Trello cards from parsed phone numbers using a custom webhook. Streamline task management by integrating Custom WebHook, Transformer Parse Number, and Trello.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Watch moved Trello cards and send data via HTTP action
Monitor Trello card movements and automatically send data via HTTP action, streamlining project management and data integration between Trello and your web services.
TRY IT ->Trigger new emails and create Trello cards for better task management
Automatically manage tasks by triggering new emails and creating Trello cards. Streamline communication and task organization with this powerful integration.
TRY IT ->
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.
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