Integrate Salesforce and Trello Using Pabbly Connect: A Step-by-Step Guide

Learn to instantly add Trello cards from new Salesforce leads using Pabbly Connect. This guide details each step for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Salesforce and Trello Integration

Pabbly Connect is a powerful tool that facilitates the integration of Salesforce and Trello. This integration allows you to instantly add Trello cards from new Salesforce leads. By using Pabbly Connect, you can automate your workflow seamlessly.

To start, log into your Pabbly Connect account. If you don’t have an account, creating one is quick and easy. Once logged in, you will be ready to set up the integration between Salesforce and Trello.

2. Setting Up the Trigger in Pabbly Connect

The first step in integrating Salesforce and Trello using Pabbly Connect is to set up the trigger. This trigger will activate whenever a new lead is created in Salesforce. To do this, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard.

• Select Salesforce as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Connect your Salesforce account by providing the necessary credentials.

After setting up the trigger, test it to ensure that Pabbly Connect can successfully fetch data from Salesforce. This step is crucial for the integration to function properly.

3. Configuring Trello as the Action Step

Once the trigger is set, the next step is to configure Trello as the action application in Pabbly Connect. This allows you to create a new card in Trello whenever a new lead is added in Salesforce. Select Trello as the action application in your workflow.

• Choose the action event as ‘Create Card’.
• Connect your Trello account by providing the required API key and token.
• Select the Trello board and list where the card should be created.

Map the fields from Salesforce to Trello, such as the lead name and email. This ensures that the relevant information is included in the Trello card.

4. Testing the Integration in Pabbly Connect

After configuring both Salesforce and Trello, it’s time to test the integration using Pabbly Connect. This step is essential to ensure everything works as intended. Click on the ‘Test & Review’ button in your Pabbly Connect workflow.

If the test is successful, a new Trello card will be created based on the data from the Salesforce lead. Make sure to check your Trello board to verify that the card appears with the correct information. If any issues arise, revisit the mapping and settings in Pabbly Connect.

Once the test is successful, you can turn on your workflow. This will ensure that every new lead in Salesforce automatically creates a Trello card, streamlining your workflow.

5. Conclusion and Final Thoughts on Pabbly Connect Integration

In conclusion, using Pabbly Connect to integrate Salesforce and Trello allows for efficient management of leads and tasks. By setting up triggers and actions, you can automate the process of adding Trello cards from new Salesforce leads.

This integration not only saves time but also enhances productivity by ensuring that all leads are tracked effectively. Start using Pabbly Connect today to simplify your workflow and improve your team’s efficiency.