Salesforce Trello Integration Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Salesforce and Trello using Pabbly Connect. This tutorial covers the exact steps to automate card creation in Trello from Salesforce tasks.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the Salesforce and Trello integration, access Pabbly Connect by typing ‘Pabbly.com’ in your browser. Once on the website, hover over the ‘Products’ tab and select ‘Connect’ from the dropdown menu.

After clicking on ‘Connect,’ sign in to your account. If you don’t have an account, you can create one for free in just a few minutes. Pabbly Connect offers a free trial plan that allows you to explore the integration capabilities.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a name for your workflow. Name it ‘Salesforce to Trello’ and click on ‘Create’.

This will open the trigger window. Here, select ‘Salesforce’ as the app and choose ‘New Task’ as the trigger event. This event will activate the workflow when a new task is created in Salesforce.

• Select ‘Salesforce’ as the app.
• Choose ‘New Task’ as the trigger event.
• Click on ‘Connect with Salesforce’.

Once connected, allow access to authorize Pabbly Connect. After successful authorization, you can create a task in Salesforce to test the integration.

3. Testing the Salesforce Integration

Now that you have set up the trigger, it’s time to test it. Create a new task in Salesforce. For example, you can create a task named ‘Phishing’ with a due date set for the 22nd. After creating the task, return to Pabbly Connect and click on ‘Save and Send Test Request’.

This action will fetch the details of the last task created in Salesforce. Ensure that the details match what you entered. If the task appears correctly, you are ready to move on to the next step of integrating Trello.

• Create a task in Salesforce.
• Click ‘Save and Send Test Request’ in Pabbly Connect.
• Verify the fetched task details.

With the test successful, you can now proceed to set up the action in Trello.

4. Setting Up Trello Integration in Pabbly Connect

To create a Trello card from the Salesforce task, click on the plus button to open the action window in Pabbly Connect. Select ‘Trello’ as the app and choose ‘Add New Card’ as the action event. This action will create a new card in Trello whenever a new task is created in Salesforce.

Next, click on ‘Connect with Trello’. You will need to fill in your Trello username, API key, and token. To obtain these details, follow the prompts in Pabbly Connect to generate the token and copy your username and API key from Trello.

Select ‘Trello’ as the app. Choose ‘Add New Card’ as the action event. Fill in the required Trello credentials.

Once connected, you can specify the board and list in Trello where the card will be created. Map the task name and due date from Salesforce to the corresponding fields in Trello.

5. Finalizing the Integration and Testing

After setting up the action, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send the data to Trello and create a new card based on the Salesforce task. Double-check in Trello to confirm that the card has been created successfully in the specified list.

For example, if you created a task named ‘Phishing’, you should see a corresponding card in the Trello list you selected, such as ‘North Pole’. This confirms that the integration is working correctly.

To ensure everything is functioning smoothly, create another task in Salesforce and check if it reflects in Trello. This way, you can verify that every new task in Salesforce will automatically create a card in Trello through Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Salesforce and Trello using Pabbly Connect. By following these steps, you can automate task management efficiently, allowing new Salesforce tasks to create Trello cards seamlessly. Enjoy the benefits of automation with Pabbly Connect.