How to integrate Salesforce with Trello to create a task in Trello when an opportunity is won in Salesforce

Salesforce and Trello are excellent tools for supporting sales activities, but using multiple tools can sometimes lead to challenges. Manually registering tasks in line with updates to deal statuses, missing task registrations, and reflecting information when the same tool is managed by multiple departments can often become issues. By integrating Salesforce and Trello, you can automatically register tasks in Trello when a deal is closed. This automation not only reduces manual work and prevents human errors but also facilitates smoother information sharing between departments. In this article, we will introduce a method to integrate these two tools without coding, so please take a look. Recommended for: - Those who are utilizing both Salesforce and Trello - Those who find it cumbersome to register tasks in Trello when a deal is closed in Salesforce - Those who want to prevent task omissions by integrating Salesforce and Trello - Those who are using Salesforce and Trello but feel there are challenges in inter-departmental collaboration Benefits and Examples of Integrating Salesforce and Trello Benefit 1: Streamlining Task Registration Every time a deal in Salesforce reaches a closed status, manually registering tasks in Trello tends to become a routine task, and there is a limit to how much manual efficiency can be improved. By integrating the tools, you can automatically register tasks in Trello when a deal is updated to closed in Salesforce, reducing manual registration and improving operational efficiency. For example, if sales members are providing customer support, reducing the task registration work after a deal is confirmed will allow them to approach customers quickly. As a result, it will lead to gaining trust from customers and building good relationships. Benefit 2: Preventing Task Omissions After a deal is closed, manually creating tasks carries the risk of omissions. Especially when tasks are created as routine work, they may be postponed and registration may be missed. By automatically registering tasks through the integration of Salesforce and Trello, task omissions can be prevented, and the accuracy of business progress can be improved. For example, for sales members handling multiple deals, when one deal is updated to closed, they need to proceed to the next deal, which may lead to postponing task creation. Even for such busy members, the integration of Salesforce and Trello allows tasks to be created in order, enabling accurate business progress. Benefit 3: Strengthening Inter-Departmental Collaboration When manually adding tasks to Trello after updating a deal to closed in Salesforce, there can be a time lag. When tasks are managed by multiple departments, this time lag can hinder business progress. The integration of Salesforce and Trello allows tasks to be registered automatically, preventing time lags and facilitating smoother information sharing between departments. For example, if the sales department registers tasks in Trello that are also used by the customer support department, this integration allows task information to be smoothly reflected, enabling the customer support department to proceed with their work smoothly. In this way, integrating Salesforce and Trello can also strengthen team collaboration. Now, let's introduce the method of "registering tasks in Trello when a deal is closed in Salesforce" using the no-code tool Yoom. [What is Yoom] How to Register Tasks in Trello When a Deal is Closed in Salesforce This method can be achieved by receiving the closure of a deal in Salesforce using Salesforce's API and registering tasks using Trello's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. We will create it in the following major processes: - Register Salesforce and Trello as My Apps - Copy the template - Set the Salesforce trigger as the starting point of the flow, followed by Trello settings - Turn on the trigger button and check the integration operation between Salesforce and Trello If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Connect Salesforce and Trello to My Apps

First, register Salesforce and Trello with My Apps to connect them to Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for Salesforce and Trello respectively and proceed to the next screen.

For Salesforce

- Once logged in, registration to My Apps is complete.
※ Salesforce is only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
※ Please be careful not to use accounts that are linked with other services.

For Trello

- Enter the account name, access token, and API key, and click "Add" to complete registration to My Apps.
※ How to obtain the access token and API key is explained on this help page.

3. Copy the template for connecting Salesforce and Trello.

- Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Configure the Salesforce Trigger

Set up the trigger action that initiates the flow.
This flow is triggered when a record is updated or created in the Salesforce Opportunity object.

1. Select "My Projects" in the Yoom admin panel and click "【Copy】Register a task in Trello when an opportunity is won in Salesforce".
*You can change the template title on the next screen.

2. Click "App Trigger When a record is registered or updated in the Opportunity object".

3. Verify the account to integrate with Salesforce and click "Next".
*Other items are set by default.

4. Set the trigger interval and My Domain URL, and conduct a test.
*Trigger intervals of 5, 10, 15, 30, and 60 minutes are available, and the selectable time varies depending on the plan.
*For each selected interval, the trigger action is checked in the app, and if executed, the flow bot is activated. If you want to add tasks to Trello immediately, a shorter interval setting is recommended.

5. If the test is successful, the information retrieved from Salesforce will be displayed in the output.
If there are no issues, save it.

Step 3: Configure the Salesforce Opportunity Stage Determination

Next, set up the configuration to determine whether the Salesforce opportunity stage is won.

1. Click "Command Operation Determine if the Opportunity Stage is Won".
*Branching is a feature (operation) available in the Mini Plan and above. In the Free Plan, the operation set in the flow bot will result in an error, so please be careful. The Mini Plan offers a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

2. By default, the configuration to determine the Salesforce opportunity stage is set as follows.
Check each item and save it.

Step 4: Configure Task Registration in Trello

1. Click "Integrate with App Create a New Card".

2. Verify the account to integrate with Trello and click "Next".
*Other items are set by default.

3. Set the key, token, board ID, and list ID.
*The key and token can be obtained from here, where you created the API key and access token when registering My App. The key is displayed by navigating to "Power-Up Admin Portal > Created Workspace > API Key". The token is displayed by clicking "Token" in the explanation next to the API key.
*The list ID can be selected from the candidates after setting the key, token, and board ID.

4. Configure the content to be registered on the card.
*Select the position to add, either at the top or bottom.
*Other items can be directly entered as templates. Additionally, the title and description can be set from the output displayed by clicking the frame "When a record is registered or updated in the Opportunity object". (Values are displayed in double brackets) This allows dynamic reflection of content that varies by opportunity.
*Member ID and label ID can be selected from the "Candidates" displayed by clicking the frame.

5. Conduct a test, and if successful, a task will be registered in Trello.
If there are no issues, save it.

6. When the trigger is turned ON, tasks will be automatically registered in Trello every time an opportunity is won in Salesforce.

If you have any questions about the introduced flow, please check the help page here.

Other Automation Examples Using Salesforce and Trello

There are many other examples of automation using Salesforce and Trello in Yoom, so here are a few introductions.

1. Add to Trello when a ToDo object is registered in Salesforce

When a ToDo object is created in Salesforce, it can also be automatically added to Trello.
This integration can reduce the repetitive creation of ToDos, enabling more efficient task management.

2. Add to Salesforce when a card is registered in Trello

When a card is created in Trello, the content can be automatically added to Salesforce.
This integration allows for centralized task management, enabling you to view the same content in both tools, which helps prevent tasks from being overlooked.

3. Notify Slack when a card is created in Trello

You can automatically notify Slack when a card is created in Trello.
This integration facilitates smooth task sharing, enhancing collaboration among members and departments.

Summary

By integrating Salesforce and Trello, tasks can be automatically registered in Trello in accordance with deal closures.
This automation reduces the process of manually registering tasks and prevents task registration omissions.
Additionally, when tasks are used across multiple departments, smooth reflection will lead to enhanced integration.
Salesforce and Trello can be implemented without code by using Yoom, and can be set up simply by following the steps introduced in this article.
Take this opportunity to try building an efficient workflow.