Connect Trello and HubSpot to Sync Sales Pipeline
Here's how to do it:
- Log in to Zapier, click on "Create" and select "Zaps" to get started.
- Click "Trigger."
- Search for and select Trello as the trigger app.
- Choose a trigger event such as "Card Moved to List" or "New Card" based on the Trello board change you want to use to trigger HubSpot.
- Connect your Trello account to Zapier.
- Select the Trello board and specify the list or card criteria for the trigger.
- Run a test to ensure Zapier detects the Trello board change.
- Add HubSpot as the Action App.
- Choose an action event such as "Create/Update Deal" to sync the sales pipeline, then connect your HubSpot account.
- Map the Trello data (e.g., card title, description, due date) to the relevant HubSpot deal fields.
- Run a test to verify that changes in Trello trigger the workflow in HubSpot.
- Click "Publish" to activate your Zap and sync your sales pipeline automatically between Trello and HubSpot.
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