Salesforce + Trello + Close.io integration

Use Autopilot to create journeys that use the Salesforce, Trello and Close.io integrations.

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Marketing Automation ideas to integrate Salesforce, Trello and Close.io.

Salesforce Campaign Trigger to Add Trello Card to Set Salesforce Campaign Member Status

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Close.io Field Change to Check Salesforce Field to Add Trello Card

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New Close.io Event to Set Salesforce Campaign Member Status to Add Trello Card

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

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Salesforce Field Changed to Add Trello Card to Update Close.io Field

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New Close.io Event to Add Trello Card to Assign Salesforce Lead

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Close.io Opportunity Status Change to Update Salesforce Field to Add Trello Card

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Close.io Opportunity Status Change to Create Salesforce Opportunity to Add Trello Card

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Salesforce Campaign Trigger to Check Close.io Field to Add Trello Card

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Salesforce Field Changed to Assign Close.io Task to Add Trello Card

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Salesforce Field Changed to Check Close.io Field to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Update Close.io Opportunity Stage

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Salesforce Field Changed to Check Salesforce Field to Add Trello Card

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Close.io Field Change to Create Salesforce Opportunity to Add Trello Card

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

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Salesforce Campaign Trigger to Add Trello Card to Create Close.io Opportunity

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Close.io Field Change to Update Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Close.io Task to Add Trello Card

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New Close.io Event to Create Salesforce Opportunity to Add Trello Card

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Showing 20 journey ideas for Salesforce, Trello and Close.io

About the Salesforce integration

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 the Trello integration

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.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Trello integration and the Close.io integration.

Journey 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 meets your criteria (e.g. contains a particular word).
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io 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.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Trello and Close.io.