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.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create Card
Triggers when a new card is added.
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
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