Trello
by Pipedrive
Let Pipedrive power your Trello cards
The Pipedrive-Trello integration allows you to:
Create Trello items from within Pipedrive and attach information from Pipedrive to Trello cards
With the Pipedrive-Trello integration, you can create Trello cards, boards and lists directly from Pipedrive and connect them to deals, organizations and people in your CRM. Alternatively, you can add Pipedrive data to your Trello cards, boards and lists from within Trello.
The integration enables you to choose which Pipedrive fields you wish to display, helping you direct the focus on your business objectives. Pipedrive information will be visible to all Trello users, so they don’t need to create a Pipedrive account.
Use Pipedrive workflow automation to create cards, boards and lists
Streamline your work by adding Trello as an action to your workflow automation in Pipedrive. You can set up rules and triggers to either create a board, a card or a list in Pipedrive. Users can choose from three different templates to create workflow automations for Trello in Pipedrive.
Panels
Instantly see and interact with Trello as you dive into the details of your deals/contacts in Pipedrive.
Linked Trello Cards
Locations:deal detailsperson detailsorganization details
See an overview of the Trello cards linked to your deals or contacts and seamlessly interact with them.
Pop-up windows
Tackle complex tasks in Trello without leaving Pipedrive via their customized pop-up windows.
Note: You need both a Pipedrive and a Trello account to use this app.
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