Automate Keap & Trello

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

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Keap"]
        T1(["Get Affiliates"])
    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 Keap and Trello operate independently, lead information often becomes fragmented. For instance, if a sales rep updates a contact's status in Keap, this change may not reflect in Trello, leading to project managers working off outdated data. Consequently, team members waste hours manually cross-referencing spreadsheets to ensure that project timelines align with the latest customer interactions, causing delays in project delivery and miscommunication across teams.

Top Ways to Automate Keap & Trello

Automated Lead Management: Instantly create Trello cards from new leads captured in Keap, ensuring your sales team has a clear visual representation of prospects and their statuses without manual updates.
Task Assignment Based on Sales Stages: Automatically assign Trello tasks to team members based on the sales stage in Keap, streamlining workflow and ensuring timely follow-ups with clients.
Real-Time Status Updates: Sync updates between Keap and Trello, so any changes in client information or project status are reflected in both platforms, keeping your team aligned and informed at all times.

How to Build the Keap → Trello Sync

In Keap, configure a Standard Webhook to trigger on contact updates. Set the webhook URL to your server endpoint that will process the incoming data.
Extract relevant payload data such as 'contactId', 'firstName', 'lastName', and 'status' from the webhook request.
On your server, format the extracted data into a JSON object structured for Trello. For example: { "name": "{firstName} {lastName}", "desc": "Status: {status}", "idList": "" }.
Use the Trello API to POST this JSON object to the endpoint /1/cards. Ensure you include your Trello API key and token in the request header for authentication.
Test the integration by updating a contact in Keap and verifying that a new card is created in the specified Trello list with the correct details.

Developer Warnings & API Gotchas

Ensure the 'idList' in your Trello card creation payload corresponds to the correct list ID; using an incorrect ID will result in the card not appearing where intended.
Be cautious with the data types; Trello requires the 'name' field to be a string, and if you send an undefined value, the API will reject the request.
When mapping the 'status' from Keap to Trello, be aware that Trello does not have a direct equivalent for all statuses, which may lead to confusion if not handled appropriately in your logic.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in Trello Add Attachment to Card
When this happens in Keap... Get Companies

Do this in Trello Add Checklist to Card
When this happens in Keap... Get Contact

Do this in Trello Add Label to Card
When this happens in Keap... Get Custom Fields

Do this in Trello Add Member to Board
When this happens in Keap... Get Tags

Do this in Trello Add Members to Card

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