An automated workflow using integromat
Connects Trello + Pipedrive
Update a specific Pipedrive activity when a board is updated in Trello
About this workflow template
This automation scenario allows you to connect Trello and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
Trello and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Trello
Watch Activities in Trello
Triggers when a new activity occurs.
Then this action happens in Pipedrive
Update an Activity in Pipedrive
Updates an activity.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update a specific Pipedrive activity when a board is updated in Trello.
Part I
Configure Applications
First, we need to connect Trello and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Trello to Make.com.
Give Make.com access to your Trello account, using Trello credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Trello
Choose the following trigger: Watch Activities (Triggers when a new activity occurs.).
Then set up an Action for Pipedrive
Choose this action: Update an Activity (Updates an activity.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Trello and Pipedrive.
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 Update a specific Pipedrive activity when a board is updated in Trello!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard 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).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew board
Triggers when a new board is added.
triggerbyzapierpabbly-connect
Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectCreate person
Creates a new person.
actionbyzapierpabbly-connectCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead.
actionbyzapierintegratelypabbly-connectUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelypabbly-connectCreate a person
Creates a person.
actionbyintegromat
Apps you need
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.
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
