Trello + Slack + Salesforce integration

Use Autopilot to create journeys that use the Trello, Slack and Salesforce integrations.

Marketing Automation ideas to integrate Trello, Slack and Salesforce.

Salesforce Campaign Trigger to Add Trello Card to Send Slack Message

Try this free

Salesforce Campaign Trigger to Send Slack Message to Add Trello Card

Try this free

Salesforce Field Changed to Add Trello Card to Send Slack Message

Try this free

Salesforce Field Changed to Send Slack Message to Add Trello Card

Try this free

Salesforce Campaign Trigger to Send Slack Message to Add Trello Card

Try this free

Salesforce Field Changed to Add Trello Card to Send Slack Message

Try this free

Salesforce Field Changed to Send Slack Message to Add Trello Card

Try this free

Salesforce Campaign Trigger to Add Trello Card to Send Slack Message

Try this free

Showing 8 journey ideas for Trello, Slack and Salesforce

About the Trello integration

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.

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

About the Salesforce integration

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Trello integration, Slack integration and the Salesforce integration.

Journey 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.

Journey Actions

Add Trello Card
Adds a Trello card to a board.
Send Slack Message
Send a contextual Slack message to a Slack channel.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Trello, Slack and Salesforce.