Automate Salesforce & Trello

Stop paying for mismatched spreadsheets. Sync data between Salesforce 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    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 Salesforce and Trello operate independently, project managers often face delays in task updates. For instance, if a sales rep updates a deal stage in Salesforce, that change may not reflect in Trello, leading to project teams working off outdated information. This results in manual data entry where project managers must cross-reference Salesforce reports with Trello boards, wasting hours each week and increasing the risk of miscommunication about project timelines.

Top Ways to Automate Salesforce & Trello

Automated Lead Tracking: Instantly sync new leads from Salesforce to Trello, creating actionable cards for your project teams to follow up on, ensuring no opportunity slips through the cracks.
Real-Time Status Updates: Automatically update Trello cards based on changes in Salesforce, providing your team with real-time visibility into project progress and client interactions.
Streamlined Task Management: Create Trello tasks directly from Salesforce opportunities, allowing sales and project teams to collaborate effectively and prioritize tasks based on client needs.

How to Build the Salesforce → Trello Sync

Set up a webhook in Salesforce to listen for updates on the Opportunity object. Use the endpoint: /services/data/vXX.0/sobjects/Opportunity/{OpportunityId}.
Configure the webhook to trigger on changes to the 'Stage' and 'CloseDate' fields. Ensure the payload includes these fields.
In your webhook configuration, specify the URL to your server that will process the incoming data.
On your server, implement a listener that receives the Salesforce webhook payload. Extract the 'Stage' and 'CloseDate' from the JSON payload.
Use the Trello REST API to create or update a card. For updating, use the endpoint: https://api.trello.com/1/cards/{CardId} and include the 'Stage' as the card title and 'CloseDate' in the card description.
Ensure that your Trello API request includes the required parameters such as key, token, and any other necessary fields for the card update.

Developer Warnings & API Gotchas

Ensure that the 'CardId' in Trello matches the corresponding Salesforce Opportunity ID; otherwise, updates will fail or create new cards erroneously.
Be cautious with date formats; Salesforce may provide dates in a different format than Trello expects, leading to potential parsing errors.
When updating Trello cards, verify that the 'Stage' value aligns with Trello's predefined lists to avoid confusion in task management.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in Trello Add Attachment to Card
When this happens in Salesforce... Fetch Custom Actions

Do this in Trello Add Checklist to Card
When this happens in Salesforce... Get Accounts

Do this in Trello Add Label to Card
When this happens in Salesforce... Get Campaigns

Do this in Trello Add Member to Board
When this happens in Salesforce... Get Contacts

Do this in Trello Add Members to Card

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