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
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
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