Trello logo + Pipedrive logo

Automate Trello & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between Trello and Pipedrive 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 ["Trello"]
        T1(["Card Archived 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 ["Pipedrive"] A1(["Add Discount to Deal"]) 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 Trello and Pipedrive operate independently, project updates in Trello can lead to missed opportunities in Pipedrive. For instance, if a task's status changes in Trello but isn't reflected in Pipedrive, sales reps may follow up on leads that are already completed, wasting valuable time. The marketing team, relying on Trello for project tracking, might manually update Pipedrive, leading to errors and inconsistencies in lead status and project timelines.

Top Ways to Automate Trello & Pipedrive

  • Automated Task Creation: Instantly create Trello cards from Pipedrive deals, ensuring that your project management team is always aligned with the latest sales activities.
  • Real-Time Status Updates: Automatically update Pipedrive deal stages based on Trello card movements, providing your sales team with accurate, up-to-date information on project progress.
  • Centralized Reporting: Generate comprehensive reports that pull data from both Trello and Pipedrive, giving you a holistic view of your sales pipeline and project timelines in one place.

How to Build the Trello → Pipedrive Sync

  1. In Trello, create a webhook to listen for card updates. Use the endpoint: https://api.trello.com/1/webhooks with the necessary parameters including idModel for the board.
  2. Set the webhook to trigger on events such as updateCard. This will provide a payload containing details like card.id, card.name, and card.due.
  3. Extract the relevant data from the webhook payload, focusing on card.id and card.name.
  4. Next, use the Pipedrive API to insert or update the lead. POST to https://api.pipedrive.com/v1/deals with the extracted data, ensuring to map card.name to the deal title and include any relevant custom fields.
  5. Test the integration by updating a card in Trello and verifying that the corresponding deal in Pipedrive reflects the changes accurately.

Developer Warnings & API Gotchas

  • Ensure that the card.id from Trello matches the deal.id in Pipedrive; mismatches can lead to incorrect updates or duplicate entries.
  • Be cautious with the payload size from Trello; if the card description exceeds Pipedrive's character limits, it may cause the API call to fail.
  • When updating deals, ensure that the correct stage IDs are used in Pipedrive; incorrect mapping can lead to deals being placed in the wrong sales stage.

Supported API Operations

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

  • When this happens in Trello... Card Archived (Legacy)
    Do this in Pipedrive Add Discount to Deal
  • When this happens in Trello... Card Due
    Do this in Pipedrive Add Follower
  • When this happens in Trello... Card Moved to List
    Do this in Pipedrive Add Label to Person
  • When this happens in Trello... Card Moved to List (Legacy)
    Do this in Pipedrive Add Product Variation
  • When this happens in Trello... Card Updated
    Do this in Pipedrive Add Product to Deal

SyncMatrix Experts

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