Need project management after a won deal or during a complex stage in your pipeline? Moving information between Pipedrive and Trello is effortless with our integration.
Attach information from Pipedrive to relevant cards in Trello
Add rules to auto-create new cards based on Pipedrive events
Share deals, persons and organizations to a Trello board
When viewing a Trello card, click on the Pipedrive Power-Up, start typing the contact’s name and click on the appropriate search result. The full contact is attached to the Trello card. You can add people inside your organization and clients this way.
Set a rule in Trello that automatically creates a card, triggered by an event of your choice in Pipedrive. Set it up so that the moment a deal is marked as won, a Trello card with contact details, deal history and organization information appears in a Trello board of your choice.
All members of a Trello board can see Pipedrive data on that board. Whether you attach Pipedrive deals or contacts to a card manually, or Trello cards are auto-created from Pipedrive data, everyone who is a member of that board can see the data, even if they do not have a Pipedrive account.
Use Trello as your CRM’s (customer relationship management) project management integration and unlock insights in Pipedrive. Track sales activities and deal flows in Trello while monitoring performance in Pipedrive’s customizable dashboards.
Zoom in on your won deals with daily or weekly sales reports
See a snapshot of who is closing the most deals and who needs more support
Track the health of your sales funnel and build better sales habits
Manage complex sales processes and projects with a visual sales pipeline. With the Trello CRM and Pipedrive integration, data flows seamlessly between your tools.
Create auto-populated Trello cards triggered by Pipedrive events. Get contact information delivered straight to the board of your choice, initiate an intricate proposal process and more.
Use Pipedrive’s Automations to transform Trello into a powerful sales CRM integration. Set automation templates to trigger activities in Trello according to Pipedrive events – like when a new lead is added or when a deal is won.
Add detailed checklists to cards to set expectations and keep track of complex tasks
Get real-time notifications when team members leave comments in Trello cards
Save time by automatically attaching files, like docs and images, to specific cards
Keep reps motivated by setting deadlines for tasks, subtasks and milestones
Reduce manual admin by creating recurring tasks, like weekly to-dos, on your Trello board
Declutter your sales pipeline by setting non-urgent cards to reappear at a later time
Use Zapier to do even more with the Pipedrive and Trello CRM for sales. Initiate email marketing automations, add custom fields to cards and automatically update sales stages inside Pipedrive. Automate the entire process from beginning to end with Zapier.
Assign tasks and cards in Trello and Pipedrive, so your sales team is in sync on both platforms.
Invite team members to new boards, assign them tasks and keep communication under one roof using mentions. Eliminate inbox-clogging email chains and attach important documents and updates to Trello cards instead.
Pipedrive’s Gmail integration sends automated, personalized emails based on actions in Trello. When an activity is completed, like a card moves to a new list, the integration can automatically reach out with a meeting invitation, customer support follow-up email and more.