Pipedrive integration: Trello
While Pipedrive will help you understand where a lead is in your sales process, Trello may be useful for tracking other tasks that may occur within specific stages in that process. Trello is a collaboration tool that organizes your projects into boards, telling you what is being worked on, who's working on it and where something is in process.
With the Pipedrive-Trello integration, you can sync your information between the two systems. You can auto-create cards based on your Pipedrive deals, as well as connect your deals, organizations and people to your Trello cards.
To begin connecting Pipedrive to your Trello account, go to the Trello page in the Pipedrive Marketplace and select "Proceed to install".
You will be directed to a Trello page where you can then add Pipedrive as a Power-Up. Click "Add Power-Up" to continue.
From the dropdown menu, select the board you would like to connect to Pipedrive and click "Add" to proceed.
You can then click "Go to board". This will direct you to your Trello board, where you should click on "Pipedrive" in your menu under Power-Ups. From the dropdown, click "Pipedrive" and "Authorize account". Then click "Link Pipedrive Account".
A new window will now open where you can give Trello permission to connect with Pipedrive. To proceed, click "Allow and Install".
Now that it is installed, from your Trello board menu, click on the "Pipedrive Power-Up" and you should then see the option to Get permissions in Pipedrive. By clicking on this, you will be directed to a page that will allow Pipedrive to access your Trello account.
Click "Allow" to give Pipedrive permission to access Trello. Your account is now connected and verified by Pipedrive and Trello allowing you to start using the integration.
Setting up auto-create
To set up auto-create, in your Trello board menu, select Pipedrive, and then Edit Power-Up Settings. You can then set up the rules for your board.
Setting up automatic card creation in Trello is based on three types of rules:
- When a deal is added to Pipedrive
- When a deal enters a pipeline stage
- When a deal is marked as won or lost
You can choose any of the above, but only one rule can be set up per Trello board. Otherwise, you may end up with duplicate cards on the same board from similar rules set in the Power-Up.
Pipedrive field settings
By selecting "Pipedrive field settings" you can select up to twenty fields to show when you link a Pipedrive item.
As the maximum amount of fields is twenty, you will need to untick items if you wish to add more fields when the twenty is reached.
You have a quick way to create Trello items such as boards, lists and cards from within Pipedrive.
From the app panel on the left and side of your detail view, you can click the three dots "..." to open your options and create a card in Trello.
From the deal detail view, click the three dots "..." in the top right-hand corner and select "Create in Trello" from the dropdown menu.
This will open a new window where you can select the item type you wish to create in Trello.
From Trello, you can also connect your cards to Pipedrive. Click on the card you would like to connect and, in the Power-Ups section, you can select "Pipedrive" and choose a deal to connect the card to.
You will then see the card linked to your Pipedrive deal in your Trello App Panel.
All members of a Trello board can see Pipedrive data on that board even if they do not have a Pipedrive account. The Trello board members without a Pipedrive account will not be able to add, edit, or delete any Pipedrive information.
If you delete the Trello app from Pipedrive, you will no longer see your Pipedrive data on your Trello board. In this case, you will need to re-authorize your account. After Trello has been deleted in Pipedrive, you will have a link in your related Trello cards where you can re-authorize your account.
It is also possible to use Pipedrive's workflow automation feature. When you are creating automation, you can choose Trello as one of your actions.
Once you have selected Trello as your action, you can select one of three possible events, creating a Trello board, list, or card.
You will then be able to choose what fields should be modified with this action.
Once your workflow automation has been triggered, your chosen event will take place in Trello.
To troubleshoot the Trello integration, you can try reinstalling the app. When you reinstall the app, choose "Remove personal settings" before enabling the app again.