HubSpot logo + Trello logo

Automate HubSpot & Trello

Stop paying for mismatched spreadsheets. Sync data between HubSpot and Trello in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Trello"] A1(["Add Attachment to Card"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When HubSpot and Trello operate independently, the sales team often faces challenges with project updates. For instance, when a deal in HubSpot is marked as 'Closed Won', the corresponding Trello card does not automatically reflect this status. This leads to manual data entry where sales reps have to update Trello, wasting valuable time that could be spent on client engagement. As a result, project managers may not have the latest deal information, causing misalignment on project priorities and deadlines.

Top Ways to Automate HubSpot & Trello

  • Automated Task Creation: Automatically create Trello cards from HubSpot deals or contacts, ensuring that your sales and project management teams are always aligned and aware of new opportunities without manual data entry.
  • Real-Time Status Updates: Sync updates between HubSpot and Trello, so any changes in project status or deal progression are instantly reflected across both platforms, enhancing visibility and accountability.
  • Centralized Reporting: Generate comprehensive reports that pull data from both HubSpot and Trello, allowing for informed decision-making and streamlined performance tracking without the hassle of manual aggregation.

How to Build the HubSpot → Trello Sync

  1. In HubSpot, navigate to the 'Workflows' section and create a new workflow that triggers on the 'Deal Stage Change' event.
  2. Set the trigger to activate when the deal stage changes to 'Closed Won'. This will generate a webhook event.
  3. Configure the webhook to send a POST request to your specified endpoint, e.g., https://yourdomain.com/hubspot-to-trello with the payload containing the deal ID, deal name, and associated contact information.
  4. On your server, create an endpoint at https://yourdomain.com/hubspot-to-trello that listens for incoming POST requests from HubSpot.
  5. Extract the deal information from the incoming payload, focusing on the deal ID and deal name.
  6. Use the Trello API to create or update a card by sending a POST request to https://api.trello.com/1/cards with the necessary parameters including 'name' (deal name), 'desc' (description), and 'idList' (the list ID where the card should be placed).
  7. Ensure that you include your Trello API key and token in the request to authenticate the API call.

Developer Warnings & API Gotchas

  • Ensure that the deal ID from HubSpot is correctly mapped to the corresponding Trello card ID if you are updating existing cards. A mismatch can lead to updates being sent to the wrong card.
  • When extracting data from the HubSpot payload, verify that the deal stage is indeed 'Closed Won' before proceeding with the Trello API call to avoid unnecessary card creation.
  • Be cautious with the JSON structure when sending data to Trello; incorrect formatting can result in API errors, preventing the card from being created or updated.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in Trello Add Attachment to Card
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in Trello Add Checklist to Card
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in Trello Add Label to Card
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in Trello Add Member to Board
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in Trello Add Members to Card

SyncMatrix Experts

Available for Hire

We are an AI-powered automation team. We build custom, reliable API workflows that eliminate manual data entry.

Speak with an Integration Architect

We build custom API workflows that don't hit rate limits.

I can see you're looking at mapping HubSpot to Trello. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?