Connect Trello and Salesforce
Integrate Trello with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New/Updated Board in Trello
Add Lead To Campaign in Salesforce when New/Updated Board in Trello
Create Attachment in Salesforce when New/Updated Board in Trello
Create Contact in Salesforce when New/Updated Board in Trello
Create Note in Salesforce when New/Updated Board in Trello
Popular Trello + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Trello
When this happens...
New/Updated Board
Card Archived
New Comment Added To Card
New Card Created
Add Attachment to Card
Add Checklist to Card
Add a Member to a Card
New Comment on Card
Card Is Copied
Card Deleted
Card Updated
Move Card from Board
Move Card to Board
Move List from Board
Move List to Board
Remove Checklist from Card
Remove Member from Card
Add Label to Card
New Label
Label Deleted
Label Updated
Remove Label from Card
Comment Deleted
Comment Updated
New List
List Updated
Add Member to Board
Add Member to Organization
Checklist Updated
New Checklist Item Added
Checklist Updated
Checklist Item Is Deleted
Move all Cards in List
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New/Updated Board in Trello
Use this flowAdd Lead To Campaign in Salesforce when New/Updated Board in Trello
Use this flowCreate Attachment in Salesforce when New/Updated Board in Trello
Use this flowCreate Contact in Salesforce when New/Updated Board in Trello
Use this flowCreate Note in Salesforce when New/Updated Board in Trello
Use this flowUpdate Contact in Salesforce when New/Updated Board in Trello
Use this flowCreate Lead in Salesforce when New/Updated Board in Trello
Use this flowUpdate Lead in Salesforce when New/Updated Board in Trello
Use this flowCreate Account in Salesforce when New/Updated Board in Trello
Use this flowCreate Campaign in Salesforce when New/Updated Board in Trello
Use this flowSupported Triggers & Actions
Everything you can automate between Trello and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New/Updated Board
Triggers when a new board is added or updated
Card Archived
Triggers when a card is archieved in trello
New Comment Added To Card
Runs when new comment added
New Card Created
Runs when new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Add Checklist to Card
Triggers when a new checklist is added to card
Do thisActions
Action is the task that follows automatically within your Trello integrations.
Create Board
Create a new board
Create Trello Card
Create a new Trello card
Update Card
update card in trello
Add Comment to Card
Add a comment to a Trello card
Create List
Add a new list to a specified Trello board.
Move Card to List
Moves a specific Card to a list on a specific board
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Trello and Salesforce workflows.
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About Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trello and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trello and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Trello triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Trello. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trello and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trello and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
