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Can won opportunities in Salesflare trigger new projects in Trello?
Can won opportunities in Salesflare trigger new projects in Trello?

How do I integrate Trello with Salesflare?

Keri Byrne avatar
Written by Keri Byrne
Updated over a week ago

You can automatically create a new project in Trello once you've won a deal in Salesflare, thanks to Zapier.

Here's how you do it:

Go to www.zapier.com and Make a Zap. Use this Zap template to set it up in a few simple steps.
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Step 1: Trigger on New Opportunity in Salesflare.

Search for Salesflare as your Trigger App.

Connect your Salesflare account.

Next, under Stage, select Won using the dropdown menu.

Continue.

Step 2: Create a Card in Trello

Search Trello as your Action App.

Select Create Card as your Trello Action.

Connect your Trello account & continue.

Under Board, select the board you want new cards to be put under. For example, "Projects".

Next, under List, select the list you want your new card to fall under in that board. For example, "New projects".

Continue. Test your step. Name & turn your zap on.

Congrats! Now all of your won opportunities will automatically be pulled into your Trello. πŸŽ‰

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