Trello (Manual)
free

Trello (Manual)

by Pipedrive

free
free

Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible, and rewarding way.

Manage my projects

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Description

Let Pipedrive power your Trello cards

If you need to manage projects after a deal has been won, or even need some project management during a specific stage in your pipeline, our integration makes the movement of information between Pipedrive and Trello magically effortless.

The Pipedrive-Trello integration allows you to:

  • Attach information from Pipedrive to relevant cards in Trello

  • Add rules to auto-create new cards based on Pipedrive events

  • Share deals, persons and organisations to a Trello board

**Attach deals, organizations and persons to Trello cards **

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 item is attached to the Trello card. You can add people inside your organization and clients this way.

**Auto-create new Trello cards **

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.

**Easily share deals, persons and organizations **

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 without a Pipedrive account.

Installation instructions

  1. The moment a deal is marked as won, a Trello card with contact details, deal history, and organization information appears.

  2. Click on the Pipedrive Power-Up, start typing the contact’s name and click on the appropriate search result. The full contact item is attached to the Trello card.

  3. All members of a Trello board can see Pipedrive data on that board, even if they do not have a Pipedrive account.

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