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.
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.
Deal Stage Changed or the relevant trigger.
Save + Continue.
Save + Continue.
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.