How to integrate HubSpot with Trello to create a task in Trello when a deal is closed in HubSpot

Some of you may be managing deals in HubSpot and then managing tasks in other tools after the status has changed.
Have you ever felt the need to reduce the burden of manually adding information during this process?
In this article, we will introduce a method to "register a task in Trello when a deal is won in HubSpot" by integrating HubSpot and Trello.
We will also utilize a tool called Yoom, which allows you to create app integrations and flowbots without coding.
We will explain the detailed operation methods as well.
Please take a look.

Recommended for

If you fall into any of the following categories, consider integrating HubSpot and Trello!

Those who use HubSpot and Trello and feel that sharing information between departments is cumbersome
Those who want to efficiently manage deal information and prevent task omissions
Those who want to visualize project progress and strengthen collaboration between teams
Those who want to reduce duplicate task entries and human errors
Those considering IT tool integration using APIs

Benefits and Examples of Integrating HubSpot and Trello

Benefit 1: Reduce Manual Work

By integrating HubSpot and Trello, you can automatically create tasks in Trello when there is a status change in HubSpot.
This can reduce the time and effort involved in manual work.
For example, suppose a sales representative changes the status in HubSpot to won.
As soon as the status is changed, a task is automatically created in Trello, reducing the need for manual work.
As a result, the burden of administrative tasks is reduced, leading to improved operational efficiency.

Benefit 2: Maintain Task Information Consistency

Integrating HubSpot and Trello allows you to maintain the consistency of task information.
Since information from HubSpot is automatically added as tasks in Trello, you can manage Trello's task information in its most up-to-date state.
For example, suppose you are using HubSpot and Trello for project management.
In manual processes, the timing of additions may vary, causing inconsistencies in Trello's information.
If tasks can be created automatically, it becomes easier to take the next action based on Trello's new task information.

Benefit 3: Reduce Errors and Omissions

By integrating HubSpot and Trello, you eliminate the need to manually add information, which can help prevent input errors and omissions.
For example, if status updates are frequent, you might forget to add information manually.
If you can automatically create tasks in Trello, you can prevent human errors.
This allows you to manage accurate task information in Trello, potentially leading to increased productivity.

Now, let's introduce the method to "register a task in Trello when a deal is won in HubSpot" using the no-code tool Yoom.

[What is Yoom]

How to Manage Content Added to HubSpot in Trello

By utilizing this flowbot, you can automatically add information from HubSpot to Trello.
This reduces manual work and helps prevent human errors.

We will proceed with the following major processes.

Register My Apps in HubSpot and Trello
Copy the template
Set triggers and actions
Turn on the trigger and check the operation

You can issue a Yoom account from here.
If you already have an account, please log in!

Step 1: Connect HubSpot and Trello with My Apps

First, let's connect Yoom with the apps.

1. Register My App in HubSpot

After logging into Yoom's workspace, click on My Apps → New Connection, and then select HubSpot.

Select "Sign in to your HubSpot account".

Enter your password.

Check the account to be linked and click "Select Account".

Now you have registered your app in HubSpot.

2. Register My App in Trello

Click on My Apps at the top left of Yoom's workspace, then select New Connection → Trello.

Enter the account name, access token, and API key.
For detailed instructions on registering your app in Trello, please check here.

Now you have registered your app in Trello.

Step 2: Copy the Template

Copy the template you want to use to My Projects in Yoom.
Click on the banner below.

Click to switch to Yoom's template site.
Click "Try this template" on that screen.

Then, a message will appear indicating that the copy is complete, so click "OK".

Now the template has been copied!

Step 3: Set Actions

Next, let's set up the Flowbot.
Click on "When a deal is updated to a specified stage" from the template you just copied.

1. Select Integration Account and Action

The title is already entered, but you can change it.
Check the account information integrated with HubSpot.
Select the trigger action "When a deal is updated to a specified stage".
Once set, click "Next".

2. API Connection Settings for App Trigger

Select the trigger activation interval.
The minimum activation interval varies depending on the subscription plan.
Select the pipeline and deal stage from the options.
After setting, click Test.

If the test is successful and HubSpot information is obtained as output, save it.

Step 4: Set Trello Actions

Finally, the last step!
Click "Create a new card" to complete the setup.

1. Select Integration Account and Action

The title can be changed.
Check the account information integrated with Trello.
Select the action "Create a new card".
Once set, click "Next".

2. API Connection Settings

Set the required items: key, token, board ID, and list ID.

Select "Deal ID" or "Deal Name" from HubSpot's output for the title.
Once set, click Test, and if a task is created in Trello, save it.

After saving, if a message appears indicating that the setup is complete, click "Turn on Trigger".

The Flowbot setup is now complete.

Other Automation Examples Using HubSpot and Trello

Yoom has numerous templates.
This time, we will introduce three templates that utilize HubSpot and Trello.

1. This template automatically creates a ticket in HubSpot when a card is created in Trello.

Manually adding Trello information to HubSpot can be cumbersome.
Automation can reduce the burden of administrative tasks and improve work efficiency.

2. This is a template for automatically creating a card in Trello when a form is submitted to HubSpot.

Manually adding HubSpot form information to Trello can lead to omissions and mistakes.
If automatic addition becomes possible, it will prevent human error and allow accurate information to be added to Trello.

3. This is a template for automatically adding tasks to Trello when a workflow is approved in Garoon.

Since approved workflows can be registered as tasks in Trello, it saves the effort of manual input.
This allows you to reduce the time spent on data entry and focus on other important tasks.

Summary

By integrating HubSpot with Trello, you can automatically create tasks in Trello whenever the status in HubSpot changes.
This reduces the need for manual task creation and prevents human errors such as task mistakes or omissions.
Additionally, by utilizing Yoom, you can create app integrations and flow bots without the need for programming.
It's easy to set up with simple operations, making it a tool that's easy for beginners to try.
Why not take this opportunity to integrate HubSpot with Trello and automate task creation?