Automate Trello and Salesforce Lead Status Updates with Zapier
Here's how to do it:
- Click "Create" and then select "Zaps" to begin a new automation.
- Click "Trigger."
- Search for Trello and select it.
- Choose a Trigger Event, for example, "Card Moved to List" or "Card Updated," depending on when you want to update Salesforce.
- Authorize access to your Trello account.
- Choose the Trello board and list to monitor for lead updates.
- Run a test by clicking "Test trigger."
- Add Salesforce as the Action App.
- Choose an Action Event, for example, "Update Record" or "Create Record."
- Connect Salesforce to Zapier.
- Match Trello card details (e.g., name, status, description) to Salesforce lead fields.
- Verify that updates in Trello trigger corresponding changes in Salesforce.
- Activate the automation to sync Trello and Salesforce updates seamlessly.
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