ConditionalVisibility

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App tips

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Trello

Learn how to transform Trello into a full-fledged CRM. This guide provides expert insights and step-by-step instructions on using Trello as a CRM for efficient client management.

How to use Trello as a CRM | Zapier

Using Trello as a CRM can simplify your sales processes—here's how.

Using Trello as a CRM can simplify your sales processes.

How to use Trello as a CRM

Do you use Google Calendar to schedule events and wish you could turn them into Trello cards? Zapier will automatically create a new card for every new Google Calendar event you create.

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

New Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

Find Multiple Events

Find or Create Event

Invites one or more person to an existing event.

Add Attendee(s) to Event

Create Calendar

Delete Event

Create Detailed Event

Create an event from a piece of text. Google parses the text for date, time, and description info.

Quick Add Event

Updates an event. Only filled fields are updated.

Update Event

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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

New Board

New Card

Triggers when a Card is archived in Trello.

New Card Archived

Triggers when a Comment is added to a Card in Trello.

New Comment in Card

Triggers when there is activity in Trello.

New Activity

Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

Card Moved to List

Triggers at a specified time before a card is due.

Card Due

Triggers when a Card is updated in Trello.

Card Updated

Triggers when a new checklist is created in Trello.

New Checklist

Triggers when a new label is created in Trello.

New Label

Triggers when a label is added in a Trello card.

New Label Added to Card

Triggers when a new list on a board is added.

New List

Triggers when a new member joins a board.

New Member on Board

Triggers when you get a new notification in Trello.

New Notification

Finds a label on a particular board by name.

Find Label on Board

Finds a list on a particular board by name.

Find List on a Board

Finds a checklist on a particular board or card by name.

Find Checklist

Finds a checklist item on a particular checklist by name.

Find Checklist Item

Finds a board in your Trello organization by name.

Find Board

Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

Find Card

Finds a member in your Trello organization by name.

Find Member

Find or Create Label

Find or Create List on a Board

Find or Create Checklist

Finds or creates a specific organization board.

Find or Create Board

Finds or creates a specific organization card.

Find or Create Card

Create Checklist Item in Card

Add Member to Board

Create Board

Adds a new card on a specific board and list.

Create Card

Archive Card

Adds one or more attachments to a specific card.

Add Attachment to Card

Adds an existing label to a specific card.

Add Label to Card

Moves a specific card to a list on a specific board.

Move Card to List

Adds one or more members to a specific card.

Add Members to Card

Update a card's name, description, due date, or position in list.

Update Card

Adds a new (or existing) checklist to a card.

Add Checklist to Card

Closes a board without permanently deleting it.

Close Board

Create Comment

Completes an existing checklist item in a card.

Complete Checklist Item in Card

Copy Board

Delete Checklist in Card

Create Label

Create List

Remove Label From Card

Create new Trello cards from new Google Calendar events

When someone fills out a form in Google Forms, you likely have a list of things to do with that new information. With this integration, you won't have to create those tasks manually in your to-do app every single time, or worry about forgetting to do them! Let Zapier automation handle that for you by automatically saving new Google Forms responses as Trello cards.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

Triggers when a new form response is received.

New Form Response

Triggers when a form response is added or modified.

New or Updated Form Response

Create Trello cards from new Google Forms responses

If you're collecting data via form software like Typeform, often you want to create follow-up items. This Typeform-Trello integration automatically creates new Trello cards when someone completes your Typeform form.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

How to use Trello as a CRM

Using Trello as a CRM can simplify your sales processes.

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