integraid

Connect and automate Trello

Your no-code integration tool to sync Trello with Salesforce.

With integraid, seamlessly connect Trello to Salesforce and manage boards, cards, and tasks right from your CRM:

  • Auto-create new boards when projects are initiated in Salesforce

  • Create or update cards from opportunities, cases, or custom objects

  • Reflect Trello status updates (e.g. “Done”) back into Salesforce

  • Sync comments, members, and labels for seamless collaboration

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Trello

Kategorien:

Communication & Collaboration

Trello is a web-based, kanban-style project management and collaboration tool that uses boards, lists, and cards to organize work. Teams use it to manage projects, tasks, and workflows visually — from “To Do” to “Doing” to “Done” — with real-time updates across web and mobile apps. With features like checklists, due dates, attachments, automation (“Butler”), and Power-Ups for integrations, Trello adapts to many use cases such as marketing campaigns, product roadmaps, support queues, and internal operations — without requiring complex setup. And with integraid, you can connect Trello with Salesforce — without writing any code.

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Use Cases:

  • Sync Trello Boards & Cards with Salesforce Records

    Use integraid to link Trello cards (tasks, features, issues) to Salesforce objects like Opportunities, Cases, or custom “Project” records. Card updates (status, assignee, due date) can be reflected in Salesforce, so customer-facing teams always see the latest progress.

  • Create Trello Cards from Salesforce Events

    When a new Opportunity, Case, or lead-handling task is created in Salesforce, integraid can automatically create corresponding Trello cards on the right board and list. This turns CRM updates into concrete to-dos for delivery, support, or operations teams.

  • Centralize Customer Projects & Implementations

    Manage onboarding, implementation, or success plans in Trello while integraid keeps links and key fields (stage, owner, go-live date) synchronized with Accounts and Opportunities in Salesforce — giving both project and sales teams a shared source of truth.

  • Report on Workstreams Impacting Revenue in Salesforce

    Bring selected Trello data (e.g., card counts by status, lead time, completed tasks) into Salesforce dashboards. integraid makes it possible to correlate project execution and internal workflows with pipeline movement, churn reduction, or upsell success.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.