Pipedrive
Trello
zapier

An automated workflow using zapier

Connects Pipedrive + Trello

Add new Pipedrive deals to Trello as cards

About this workflow template

This automation scenario allows you to connect Pipedrive 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.

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

Diagram

Add new Pipedrive deals to Trello as cards
Workflow diagram: Pipedrive + Trello integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

New Deal in Pipedrive

Triggers when a new deal is created.

Then this action happens in Trello

Trello

Create Card in Trello

Adds a new card on a specific board and list.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive deals to Trello as cards.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive 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 Pipedrive

    Set up a Trigger action for Pipedrive

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

  • 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.).

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 Pipedrive 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 Add new Pipedrive deals to Trello as cards!

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
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegratelypabbly-connect
    actionbyzapierautomateiointegratelypabbly-connect
  • Pipedrive

    Create a person

    Creates a person.

    integromat
    actionbyintegromat

Apps you need

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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.

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