Nutshell + Trello

Create Trello cards for new won leads in Nutshell

Easily manage your sales progress with this Nutshell and Trello integration. When a lead is marked as won in Nutshell, this workflow will create a new card in Trello, keeping your team up to date on successful deals. Stay organized and streamline your sales process with this convenient automation.

Easily manage your sales progress with this Nutshell and Trello integration. When a lead is marked as won in Nutshell, this workflow will create a new card in Trello, keeping your team up to date on successful deals. Stay organized and streamline your sales process with this convenient automation.

  1. When this happens...
    NutshellNutshell
    Lead Won

    Triggers when a lead is won.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
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Supported triggers and actions

  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Company

    Triggers when new Company is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Person

    Triggers when new Person is created.

    Trigger
    Instant
    Try It
    • Agenda

    • Activity typeRequired

    • Start time

    • End time

    • Internal note

    • People within Nutshell

    • Users within Nutshell

    • Meeting lasts all day

    • Flag meeting as important

    • Street address

    • Street address line 2

    • Street address line 3

    • City

    • State

    • Country

    • Postal code

    • Address type

    Action
    Write
  • Nutshell triggers, actions, and search

    Activity Logged

    Triggers when an Activity is logged.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Activity

    Triggers when new Activity is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Country

    • Postal Code

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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