A Step-by-Step Guide using Zapier
The Goal of the Trello CRM integration is to automatically create tasks or projects in Trello based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important tasks or projects are created in Trello for efficient task management and collaboration.
A Quick Overview:
When you connect Pipeline CRM to Trello via Zapier, it simplifies your process by automatically creating tasks in Trello. So, instead of manually inputting tasks every time there’s a deal stage change in Pipeline CRM, they’re automatically set up in Trello. Trello CRM integration not only saves time but also promotes teamwork. By syncing tasks or projects between both platforms, team members can easily work together, stay informed, and pursue common objectives.
1. Sign up for accounts:
- Create an account on Pipeline CRM (if you haven’t already).
- Sign up for a Zapier account at zapier.com.
- Ensure you have access to an Trello account.
2. Set up the Pipeline CRM trigger in Zapier:
- In the search bar, type and select
Pipeline CRM. - Choose a trigger. For this example, let’s assume you want a new Trello card created every time there’s a deal stage change in Pipeline CRM. So, select
Deal Stage Changedor the relevant trigger. - Click
Save + Continue.
Or you can use the template bellow which will save you time:
3. Set up the Trello action in Zapier:
- In the search bar, type and select
Trello. - Choose an action. For this example, you might choose
Create Card. - Click
Save + Continue. - Connect your Trello account if it’s your first time integrating.
- Specify details about the card, like which board and list it should be added to. You can pull in data from the Pipeline CRM trigger to personalize card content (e.g., card title could be the deal name).
- Click
Continue.
4. Test the integration:
- Zapier will provide an option to test the integration.
- Run the test to ensure a Trello card is created based on your configurations.
- Let’s validate our newly created Trello CRM Integration Zap. Go to your Pipeline CRM account, and find the deal you want to test. In my case, it was an “Trello Test” deal. When I move the deal to the “Won” stage, it should trigger Zapier automation which we set up earlier and create a new task in Trello.
5. Refine and monitor the integration:
- Review the integration to ensure the data mapping and transfer meet your requirements.
- Make any necessary adjustments or refinements based on your workflow or specific needs.
- Monitor the integration periodically to ensure its continued functionality and address any potential issues.
6. You did it!
You’ve accomplished a significant milestone by successfully integrating Trello with your CRM system. This move has greatly optimized the handoff process between sales and the team that leans on Trello for their project management tasks. Here’s how it works: every time the sales team classifies a deal as “Won”, an automated system triggers the creation of a task in Trello. This task will encapsulate all the necessary details sourced directly from the Pipeline CRM. Moreover, this task is automatically assigned to the appropriate team member, thereby ensuring that there’s no manual intervention required and reducing any chance of oversight.
But that’s not the end of it! You have the flexibility to further enhance this integration. By adding more steps or introducing filters, you can tailor the Trello and Pipeline CRM connection to more closely fit your unique business needs and nuances. This adaptability ensures that as your business evolves, your systems can adapt in tandem.
