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Salesforce
Trello

Connect Salesforce and Trello integrations

Elevate your workflow efficiency with centralized task management in Salesforce and Trello. Simplify processes and collaboration with automated sync and real-time updates.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Trello
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • 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.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Add a Label to a Card
Adds an existing label to a card.
Action
Add a Member to a Card
Adds a selected member to a card.
Action
Add an Attachment
Adds an attachment to a card.
Action
Archive or Unarchive a Board
Archives or unarchives a board.
Action
Archive or Unarchive a Card
Archives or unarchives a card.
Action
Archive or Unarchive a List
Archives or unarchives a specific list.
Action
Assign a Member to a Board
Assigns a specific member to a board.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Board
Creates a new board.
Action
Load more

How to set up Salesforce and Trello in 5 easy steps

Date

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Duration

Step 1

Log in and start

Begin by logging into your Make account and accessing your automation dashboard.

Date

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Duration

Step 2

Connect Salesforce

Pick a Salesforce module and create a connection to link it with your Make account.

Date

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Duration

Step 3

Add Trello integration

Select a Trello module in your Make dashboard and click to start the connection process.

Date

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Duration

Step 4

Authorize Trello access

Log into Trello if asked and authorize Make to access it, completing the connection.

Date

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Duration

Step 5

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.

Date

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Duration

Streamlined task management

Automatically sync tasks from Salesforce to Trello for a centralized workflow view.

Date

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Duration

Increased productivity

Reduce manual entry by creating Trello cards instantly from Salesforce tasks.

Date

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Duration

Improved collaboration

Keep teams aligned by ensuring everyone has access to the latest task updates in Trello.

Date

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Duration

Time-saving automation

Save time with automated processes, eliminating repetitive task creation.

Popular Salesforce and Trello workflows

Connect Salesforce and Trello with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

Create Trello cards from new Salesforce tasks
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.