Salesforce + Trello Integration
Use Autopilot to automate and integrate Salesforce and Trello.
Marketing Automation ideas to integrate Salesforce and Trello
Form Submitted to Assign Salesforce Lead to Group to Add Trello Card
Amplitude Event to Add Salesforce Task to Add Trello Card
Page Visited to Add Salesforce Task
Instapage Form Submitted to Create Salesforce Opportunity to Add Trello Card
Page Visited to Add Trello Card to Set Salesforce Campaign Member Status
Page Visited to Add Trello Card
Instapage Form Submitted to Check Salesforce Field to Add Trello Card
Amplitude Event to Add Trello Card to Create Salesforce Opportunity
Salesforce Campaign Trigger to Add Trello Card
LiveChat Tag to Add Trello Card to Assign Salesforce Lead
Heap Event to Add Salesforce Task
Heap Event to Add Trello Card
LiveChat Tag to Add Salesforce Task
Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead to Group
Amplitude Event to Add Trello Card
Salesforce Field Changed to Add Trello Card
Form Submitted to Add Trello Card
Salesforce Field Changed to Add Trello Card
Amplitude Event to Add Salesforce Task
Salesforce Field Changed to Check Delighted NPS Response to Add Trello Card
Showing 20 of 418 Marketing Automation ideas using Autopilot's Salesforce and Trello integration.
About Salesforce
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 Trello
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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).
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.
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.
