HubSpot
Trello
zapier

An automated workflow using zapier

Connects HubSpot + Trello

Create Trello cards from new HubSpot deals

About this workflow template

This automation scenario allows you to connect HubSpot and Trello

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

HubSpot and Trello can also be integrated using automation tools other than zapier:

Diagram

Create Trello cards from new HubSpot deals
Workflow diagram: HubSpot + Trello integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Deal Deprecated in HubSpot

Triggers when a new deal is added.

Then these actions happen in HubSpot and HubSpot

Trello

Create Card in Trello

Adds a new card on a specific board and list.

HubSpot

New Deal in HubSpot

Triggers when new deal is available.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Trello cards from new HubSpot deals.

Part I

Configure Applications

First, we need to connect HubSpot and Trello to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier access to your Trello account, using Trello credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Deal Deprecated (Triggers when a new deal is added.).

  • Then set up an Action for Trello

    Then set up an Action for Trello

    Choose this action: Create Card (Adds a new card on a specific board and list.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Deal (Triggers when new deal is available.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and Trello.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Trello cards from new HubSpot deals!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card moved to list

    Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

    integromat
    triggerbyintegromat
  • Trello

    New board

    Triggers when a new board is added.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • HubSpot

    Create or update contact

    Creates a new contact or updates an existing contact based on email address.

    zapier
    actionbyzapier
  • HubSpot

    Create contact

    Creates a Contact in HubSpot.

    zapierintegrately
    actionbyzapierintegrately
  • HubSpot

    Create deal

    Creates a Deal in HubSpot.

    zapierintegrately
    actionbyzapierintegrately
  • HubSpot

    Add contact to list

    Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_

    zapier
    actionbyzapier
  • HubSpot

    Create form submission

    Creates a new submission for a selected form.

    zapier
    actionbyzapier
  • HubSpot

    Update contact

    Update a Contact in HubSpot.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.