Trello + Zendesk + Hubspot CRM integration

Use Autopilot to create journeys that use the Trello, Zendesk and Hubspot CRM integrations.

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Marketing Automation ideas to integrate Trello, Zendesk and Hubspot CRM.

Submits New Zendesk Ticket to Add Trello Card to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Submit New Zendesk Ticket to Add Trello Card

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New HubSpot CRM Contact to Zendesk Ticket Status to Add Trello Card

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HubSpot CRM Contact Field Match to Submit New Zendesk Ticket to Add Trello Card

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Submits New Zendesk Ticket to Zendesk Ticket Status to Add Trello Card

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Submits New Zendesk Ticket to Submit New Zendesk Ticket to Add Trello Card

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HubSpot CRM Contact Field Match to Add Trello Card to Submit New Zendesk Ticket

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HubSpot CRM Contact Field Match to Zendesk Ticket Status to Add Trello Card

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Submits New Zendesk Ticket to Check HubSpot CRM Deal Stage to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Update HubSpot CRM Deal Stage

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Submits New Zendesk Ticket to Add Trello Card to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Add Trello Card to Submit New Zendesk Ticket

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HubSpot CRM Deal Stage Match to Zendesk Ticket Status to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Add HubSpot CRM Deal to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Update HubSpot Contact Field to Add Trello Card

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New HubSpot CRM Contact to Submit New Zendesk Ticket to Add Trello Card

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Submits New Zendesk Ticket to Update HubSpot CRM Deal Stage to Add Trello Card

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Showing 19 journey ideas for Trello, Zendesk and Hubspot CRM

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Trello integration, Zendesk integration and the Hubspot CRM integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Add Trello Card
Adds a Trello card to a board.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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, Zendesk and Hubspot CRM.