Automate Trello & Salesforce

Stop paying for mismatched spreadsheets. Sync data between Trello and Salesforce 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 ["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 ["Salesforce"]
        A1(["Add Contact to Campaign"])
    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 Salesforce operate independently, project updates in Trello can take hours to reflect in Salesforce. For instance, if a project manager updates a card in Trello to indicate a new milestone, the sales team may not receive that update until someone manually enters the information into Salesforce. This results in sales reps working with outdated project statuses, leading to missed opportunities and wasted time as they chase leads based on inaccurate data.

Top Ways to Automate Trello & Salesforce

Automated Task Creation: Instantly create Trello cards from Salesforce opportunities, ensuring your sales team’s leads are tracked and managed effectively without manual entry.
Real-Time Status Updates: Automatically update Salesforce records when Trello cards are moved to different lists, providing your sales team with up-to-date project statuses and enhancing customer communication.
Centralized Reporting: Generate comprehensive reports that pull data from both Trello and Salesforce, allowing for better analysis of project timelines and sales performance, leading to informed decision-making.

How to Build the Trello → Salesforce Sync

In Trello, set up a webhook to listen for card updates. Use the endpoint https://api.trello.com/1/cards/{id}/actions/updateCard to capture changes.
Extract the payload data from the webhook, focusing on the id, name, and desc fields to represent the card's current state.
In Salesforce, prepare to insert the data using the REST API. Use the endpoint /services/data/vXX.X/sobjects/Project__c to create or update project records.
Map the Trello data to Salesforce fields: use name for Project_Name__c, desc for Description__c, and id for Trello_ID__c.
Post the mapped data to Salesforce using a POST request with the appropriate headers for authentication.

Developer Warnings & API Gotchas

Ensure that the id from Trello matches the Trello_ID__c in Salesforce; otherwise, updates may create duplicate records instead of modifying existing ones.
Be cautious with the desc field length in Salesforce; if the Trello description exceeds the character limit, it may result in a failed API call.
Check the data types between Trello and Salesforce fields; for example, if you attempt to post a boolean value where a text string is expected, the API will reject the request.

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 Salesforce Add Contact to Campaign
When this happens in Trello... Card Due

Do this in Salesforce Add File to Record
When this happens in Trello... Card Moved to List

Do this in Salesforce Add Lead to Campaign
When this happens in Trello... Card Moved to List (Legacy)

Do this in Salesforce Call Apex REST
When this happens in Trello... Card Updated

Do this in Salesforce Convert Lead to Contact

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