By using Yoom, you can easily integrate Salesforce and Trello without any coding. Yoom provides pre-made templates for integrating Salesforce and Trello, allowing you to achieve integration immediately just by signing up, even without API knowledge.
When a Todo object is created in Salesforce, create a card in Trello.
■Overview The workflow 'Create a card in Trello when a ToDo object is created in Salesforce' is an ideal automation solution for businesses aiming to streamline their sales process. When a ToDo is created in Salesforce, a card is automatically generated in Trello, ensuring smooth task management. This prevents double data entry and management oversights, contributing to increased productivity for the entire team.
■Recommended for ・Sales representatives managing ToDo tasks in Salesforce ・Team leaders who want to optimize task management in Trello ・IT professionals at companies looking to automate business processes through the integration of Salesforce and Trello ・Members of sales teams spending too much time on manual data transcription
■Precautions ・Please integrate Yoom with both Salesforce and Trello. ・Salesforce is only available on the team and success plans. In the case of the free or mini plans, the operations and data connections of the set flowbot will result in errors, so please be cautious. ・Paid plans such as team and success plans offer a 2-week free trial period. During the free trial, you can use the restricted applications.
What You Can Do by Integrating Salesforce and Trello
By integrating the APIs of Salesforce and Trello, you can automatically sync Salesforce data with Trello! For example, you can automatically perform data synchronization like the following without human intervention.
Create a Card in Trello When a Todo Object is Created in Salesforce
This flow automatically creates a card in Trello when a Todo object is created in Salesforce. You can centralize task management and visually manage action items registered in Salesforce within Trello. This makes it easier for team members to track task progress and helps prevent any oversights in operations.
When a Todo object is created in Salesforce, create a card in Trello.
■Overview The workflow 'Create a card in Trello when a ToDo object is created in Salesforce' is an ideal automation solution for businesses aiming to streamline their sales process. When a ToDo is created in Salesforce, a card is automatically generated in Trello, ensuring smooth task management. This prevents double data entry and management oversights, contributing to increased productivity for the entire team.
■Recommended for ・Sales representatives managing ToDo tasks in Salesforce ・Team leaders who want to optimize task management in Trello ・IT professionals at companies looking to automate business processes through the integration of Salesforce and Trello ・Members of sales teams spending too much time on manual data transcription
■Precautions ・Please integrate Yoom with both Salesforce and Trello. ・Salesforce is only available on the team and success plans. In the case of the free or mini plans, the operations and data connections of the set flowbot will result in errors, so please be cautious. ・Paid plans such as team and success plans offer a 2-week free trial period. During the free trial, you can use the restricted applications.
Register a Task in Trello When a Deal is Closed in Salesforce
This is a flow where a task is automatically registered in Trello when a deal is closed in Salesforce. This allows for smooth management of follow-up tasks after a deal is closed, and team members can clearly understand the next actions to take. It is expected to streamline project management and ensure smooth business operations.
When an opportunity is won in Salesforce, create a task in Trello.
Retrieve Salesforce Records Daily and Bulk Register to Trello
This is a flow to automatically retrieve Salesforce records daily and bulk register them to Trello. This allows the latest sales data and task information to be reflected in Trello, facilitating smooth progress sharing across the team. Additionally, it eliminates the need for manual data migration, improving operational efficiency and enabling centralized information management.
Retrieve Salesforce records daily and bulk register them in Trello.
■Overview The flow "Retrieve Salesforce records daily and register them in bulk to Trello" is a business workflow to streamline the management of sales data. It automatically retrieves customer and deal data managed in Salesforce daily and registers them as cards on a Trello board in bulk. This reduces manual transcription and update work, enabling the entire team to share the latest sales status.
■Recommended for: ・Sales representatives using both Salesforce and Trello, finding data synchronization cumbersome ・Team leaders who want to visualize sales data on Trello and share it effectively within the team ・Managers who want to reflect Salesforce record updates in real-time on Trello to enhance business transparency ・IT professionals in companies looking to automate manual data transfer processes to improve operational efficiency
■Notes ・Please connect Yoom with both Salesforce and Trello. ・Salesforce is only available for the Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the configured flowbot operations and data connects will result in errors, please be careful. ・Operations between "Repeat the same process" are only functions available for the Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the configured flowbot operations and data connects will result in errors, please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.
Let's Create a Salesforce and Trello Integration Flow
Now, let's actually create a flow that integrates Salesforce and Trello!
This time, we'll use Yoom to proceed with the integration of Salesforce and Trello without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a card in Trello when a Todo object is created in Salesforce!
The creation process is broadly divided as follows:
Integrate Salesforce and Trello with My Apps
Copy the template
Set the trigger in Salesforce and the action in Trello
Set the trigger to ON and complete the flow operation preparation
When a Todo object is created in Salesforce, create a card in Trello.
■Overview The workflow 'Create a card in Trello when a ToDo object is created in Salesforce' is an ideal automation solution for businesses aiming to streamline their sales process. When a ToDo is created in Salesforce, a card is automatically generated in Trello, ensuring smooth task management. This prevents double data entry and management oversights, contributing to increased productivity for the entire team.
■Recommended for ・Sales representatives managing ToDo tasks in Salesforce ・Team leaders who want to optimize task management in Trello ・IT professionals at companies looking to automate business processes through the integration of Salesforce and Trello ・Members of sales teams spending too much time on manual data transcription
■Precautions ・Please integrate Yoom with both Salesforce and Trello. ・Salesforce is only available on the team and success plans. In the case of the free or mini plans, the operations and data connections of the set flowbot will result in errors, so please be cautious. ・Paid plans such as team and success plans offer a 2-week free trial period. During the free trial, you can use the restricted applications.
Step 1: Integrate My App with Salesforce and Trello
[Preparation for Salesforce] When integrating Salesforce with Yoom, some settings are required on the Salesforce side as well. After logging in, click the settings button at the top right and proceed with the settings. Please refer to the detailed information here. How to Register My App in Salesforce | Yoom Help Center
[Preparation for Trello] An access token is required to register My App in Trello. Please log in to Trello in advance and generate an access token from the following page. https://trello.com/1/appKey/generate A page like the one in the image below will be displayed, so click "Power-Up Admin Portal". Please refer to the detailed information here. How to Register My App in Trello | Yoom Help Center
1)After logging into your Yoom account, register the app you will use next. Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one using the search box.
[For Salesforce] Once you have selected Salesforce, log in with the account name you will use. * If you are already integrated with other services, the API integration with Yoom may not work properly. Please be careful.
On the access confirmation screen, click "Allow".
[For Trello] Once you have selected Trello, register the token and API key you copied in advance. Enter any account name in the account name field and click "Add".
3)Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
Step 2: Copy the Template
Now, let's proceed with the explanation using the template. 1) First, click on the "Try it" icon.
When a Todo object is created in Salesforce, create a card in Trello.
■Overview The workflow 'Create a card in Trello when a ToDo object is created in Salesforce' is an ideal automation solution for businesses aiming to streamline their sales process. When a ToDo is created in Salesforce, a card is automatically generated in Trello, ensuring smooth task management. This prevents double data entry and management oversights, contributing to increased productivity for the entire team.
■Recommended for ・Sales representatives managing ToDo tasks in Salesforce ・Team leaders who want to optimize task management in Trello ・IT professionals at companies looking to automate business processes through the integration of Salesforce and Trello ・Members of sales teams spending too much time on manual data transcription
■Precautions ・Please integrate Yoom with both Salesforce and Trello. ・Salesforce is only available on the team and success plans. In the case of the free or mini plans, the operations and data connections of the set flowbot will result in errors, so please be cautious. ・Paid plans such as team and success plans offer a 2-week free trial period. During the free trial, you can use the restricted applications.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
The title and details can be edited by clicking. Also, the copied template is saved in My Projects, so you can open it from My Projects as well.
Step 3: Set a trigger to activate when a file is uploaded to Salesforce
Click the icons with "!" displayed on the right in order from the top to set the operations.
1) First, try clicking "App Trigger: When a record is registered in the ToDo object"! ※ Salesforce is an app for those using the Team Plan or Success Plan. Please note that using it with the Free Plan or Mini Plan will cause errors in Flowbot operations and data connections. ※ There is a 2-week free trial for paid plans (Team Plan, Success Plan). During the trial period, you can try Salesforce, which is usually restricted, without any issues. Please take this opportunity to experience various features.
2) Ensure that the action "When a record is registered in the ToDo object" is selected, then click "Next".
Step 4: Set an action to create a new card in Trello
1) Return to the flow and click the "Integrate with app: Create a new card" icon.
2) Ensure that the action "Create a new card" is selected, then click "Next".
3) Enter the required fields.
You can select the Salesforce output obtained earlier for entering the title and description. Select the corresponding item from the output.
Once the input is complete, click "Test". After the test is complete, click "Save".
This completes the flow of creating a card in Trello when a Todo object is created in Salesforce.
Step 5: Test and Verify
Once the setup is complete, the following display will appear, click "Turn on the trigger". Activate the Flowbot and verify that it operates correctly.
If you want to link Trello information to Salesforce
This time, we introduced a method to register inquiries from Salesforce to Trello, but if you want to link Trello information to Salesforce, please also use the following template.
Add to Salesforce when a card is registered in Trello
This flow automatically registers a record in Salesforce when a new card is created in Trello. By linking task management tools and CRM, sales and support teams can quickly grasp the latest information, ensuring smooth responses. Additionally, it reduces manual data entry, improving operational efficiency.
When a card is registered in Trello, add it to Salesforce.
Create an Opportunity Record in Salesforce When a Trello Card is Updated
This flow automatically creates an opportunity record in Salesforce based on the information when a Trello card is updated. It allows the progress of sales activities to be quickly reflected in Salesforce, making it easier for the entire team to understand the latest situation. It is expected to reduce manual data entry, improving operational efficiency and accuracy.
When a Trello card is updated, create an opportunity record in Salesforce.
■Summary The "Create an Opportunity record in Salesforce when a Trello card is updated" flow is a business workflow that seamlessly connects project management and sales activities. Each time the project status or tasks are updated in Trello, an Opportunity record is automatically created in Salesforce. This eliminates manual data entry and duplicate information management, allowing the sales team to focus more efficiently on their activities. It also enables quick information sharing and strengthens collaboration across the team.
■Recommended For ・Sales representatives who want to manage projects in Trello while streamlining sales activities in Salesforce ・Business operators who currently enter Trello information into Salesforce manually and want to save time and effort ・Project managers who want to automate information sharing across teams and centralize business processes ・IT administrators who already use Trello and Salesforce and want to strengthen their integration
■Notes ・Please connect Yoom with both Trello and Salesforce. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, operations and Data Connect for configured Flow Bots will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
Other Automation Examples Using Salesforce and Trello APIs
By leveraging the APIs of Salesforce and Trello, various automations can be achieved.
Automation Examples Using Salesforce
It is possible to automatically retrieve Salesforce reports and send notifications to Slack, as well as automatically read business card data and save it to Salesforce.
Automatically send a template email from Gmail using lead information from the Salesforce page.
This is a flow to read business card images attached in Google Forms using OCR and add cards to Trello.
■Notes ・Please connect Yoom with both Google Forms and Trello. ・You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small. ・AI operations are only available on Team Plan and Success Plan. Operations on flow bots set on Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can have a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations). ・For instructions on how to obtain response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/en/articles/6807133
■Overview This is a flow to automatically translate an inquiry received in Gmail with DeepL and add a card to Trello. With Yoom, you can easily achieve this flow without programming by linking applications together.
■Recommended for ・Customer support personnel who frequently receive inquiry emails from overseas ・Customer support team leaders who want to strengthen support systems due to an increasing trend of inquiries in foreign languages ・Those who want to build an efficient multilingual support system with the overseas expansion of their business ・Project managers working in global teams where multilingual communication is necessary ・Those who want to facilitate communication with an increasing number of foreign employees
■Notes ・Please link Gmail, DeepL, and Trello with Yoom. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
How was it? By integrating Salesforce and Trello, you can potentially solve issues such as "reducing the need for manual data entry," "preventing task omissions," and "visualizing team progress." Automatic integration of sales data and task information can enhance information sharing and improve operational efficiency.
With the no-code tool Yoom, you can easily integrate Salesforce and Trello without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! Experience automatic integration right away.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
