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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
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
- In HubSpot, navigate to the 'Workflows' section and create a new workflow that triggers on the 'Deal Stage Change' event.
- Set the trigger to activate when the deal stage changes to 'Closed Won'. This will generate a webhook event.
- Configure the webhook to send a POST request to your specified endpoint, e.g.,
https://yourdomain.com/hubspot-to-trellowith the payload containing the deal ID, deal name, and associated contact information. - On your server, create an endpoint at
https://yourdomain.com/hubspot-to-trellothat listens for incoming POST requests from HubSpot. - Extract the deal information from the incoming payload, focusing on the deal ID and deal name.
- Use the Trello API to create or update a card by sending a POST request to
https://api.trello.com/1/cardswith the necessary parameters including 'name' (deal name), 'desc' (description), and 'idList' (the list ID where the card should be placed). - 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 ListDo this in Trello Add Attachment to Card
-
When this happens in HubSpot... CRM Object Property Recently UpdatedDo this in Trello Add Checklist to Card
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When this happens in HubSpot... CRM Object Recently CreatedDo this in Trello Add Label to Card
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When this happens in HubSpot... CRM Object Recently UpdatedDo this in Trello Add Member to Board
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When this happens in HubSpot... Company Recently Created or UpdatedDo this in Trello Add Members to Card
SyncMatrix Experts
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