Salesforce + Trello Integration

Use Autopilot to automate and integrate Salesforce and Trello.

Marketing Automation ideas to integrate Salesforce and Trello

Salesforce Campaign Trigger to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card

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Person Field Changed to Set Salesforce Campaign Member Status to Add Trello Card

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Instapage Form Submitted to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Add Trello Card

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Salesforce Field Changed to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead

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Salesforce Field Changed to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead to Group

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Form Submitted to Add Trello Card to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status

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Typeform Submitted to Add Trello Card to Add Salesforce Task

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Person Field Changed to Add Trello Card

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Person Field Changed to Add Trello Card

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Form Submitted to Update Salesforce Field

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Form Submitted to Add Trello Card to Update Salesforce Field

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Salesforce Campaign Trigger to AB Split to Add Trello Card

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Salesforce Campaign Trigger to Update Salesforce Field to Add Trello Card

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Person Field Changed to Assign Salesforce Lead to Group

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Typeform Submitted to Add Trello Card to Set Salesforce Campaign Member Status

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Showing 20 of 333 Marketing Automation ideas using Autopilot's Salesforce and Trello integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Trello

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Add Trello Card
Adds a Trello card to a board.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Trello.