How to integrate Trello with Salesforce to add a card in Trello and then add it to Salesforce

For sales team leaders managing tasks, Trello and Salesforce are indispensable tools for their activities. By leveraging app integration with Yoom to automate work processes, centralized information management is achieved, enabling smooth information sharing between teams. This article explains how to set up automation to reflect information in Salesforce when a card is registered in Trello, and the benefits of doing so. The setup is easy and can be done without any coding, allowing anyone to effortlessly automate their tasks. Recommended for: - Those looking to streamline progress management between teams - Individuals dealing with frequent manual data entry errors - Project managers aiming for process standardization - IT personnel in companies wanting to enhance overall team efficiency - Users of Trello and Salesforce who wish to integrate these apps for more efficient operations Benefits and Examples of Trello and Salesforce Integration: 1. Smooth Sharing with the Team By automatically transferring task information registered in Trello to Salesforce, progress sharing between different teams becomes seamless. For example, when the sales team registers lead information in Trello, the marketing and support teams can quickly check the progress on Salesforce. This eliminates the need to share information through meetings or emails, preventing delays in response. Implementing this automation offers significant benefits for projects involving multiple teams. 2. Reduction of Manual Entry Tasks The integration of Trello and Salesforce eliminates the need for manual data entry, reducing human errors. For instance, the content entered in Trello is automatically reflected in Salesforce, reducing the hassle of entering the same data multiple times. This minimizes the risk of missing important tasks, allowing teams to focus on their core activities like negotiations and customer support, potentially improving overall productivity. 3. Unification of Work Processes With the integration of Trello and Salesforce, the flow of task registration and customer information management is standardized, minimizing variations in work among team members. For example, by automatically registering new campaign projects entered by the marketing team in Trello into Salesforce, all project management can be handled through the same process. This reduces discrepancies in information and responses due to different personnel, potentially smoothing the overall project operation. Now, let's create a flow bot using the "Add to Salesforce when a card is registered in Trello" template with the no-code tool Yoom. [About Yoom]

How to Create a Trello and Salesforce Integration Flow

The process to complete the flow will proceed as follows.

・Connect Trello and Salesforce to My Apps
・Copy the template
・Set up Trello triggers and Salesforce settings
・Turn on the trigger

Now, let's proceed with the new connection of the apps to be integrated.

・Connect Trello and Salesforce to My Apps

(1) First, connect Trello to My Apps.
After logging into your Yoom account, click "My Apps" on the left column and search for Trello from "New Connection".

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(2) The Trello app icon will appear, so click on it.

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(3) Enter the "Account Name", "Access Token", and "API Key", then click "Add".
For details on how to register Trello to My Apps, please also check this page.
The first Trello connection is now complete.

(4) Next, let's connect Salesforce.
Search for the Salesforce app icon and click on it, just like before.

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(5) You will be redirected to the Salesforce login screen, where you should enter your "Username" and "Password" and click [Login].
This completes the Salesforce connection.
For details on how to register Salesforce to My Apps, please also check this page.

※Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set 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 normally restricted.

If the settings are done correctly, you will be redirected to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target apps to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Trello Trigger Setup

(1) First, set up the Trello app trigger.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Add to Salesforce when a card is registered in Trello".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click the trigger "When a card is newly created (Webhook)".

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(3) Enter the Trello account information to be linked and click [Next].

(4) On the next screen, enter information in the "API Key" and "API Token" fields according to the annotations.
The "Board ID" can be obtained from the linked account as shown in the screen below and referenced from 'Candidates'.

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(5) After entering the information, click [Test] and if there are no issues, click [Next].

(6) On the next screen, send a Webhook event or execute the trigger event and click [Test].
For Webhook settings, please refer to this article.

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(7) After the [Test] is successful, if there are no issues, click [Save].
At this step, you can obtain information as output as shown below.
The output information can be referenced and utilized in subsequent steps, as noted in "This value can be used in other operations."

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(8) Next, click the second action "Get Card Information".

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(9) Ensure that the Trello account information is entered and click [Next].

(10) On the next screen, enter the "Key" and "Token" fields according to the annotations.
Clicking the input bar allows you to reference the output obtained from the previous step.
The image below shows the "Card ID" field with the information of 【Added Card ID】 referenced and set.

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(11) After entering the information, click [Test] and if there are no issues, click [Save].

・Salesforce Setup

(1) Finally, click the third action "Register ToDo in Custom Object".

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(2) Enter the Salesforce account information to be linked and click [Next].

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(3) On the next screen, enter information in fields such as "My Domain URL" and "Record ID" according to the annotations.
For some fields, clicking the input bar allows you to reference the output obtained from the previous step.
The image below shows the information of 【Card Name】 and 【Due Date】 referenced and set.

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(4) You can also utilize outputs for "Comments" and other fields.

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(5) After entering information in the required fields, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red-framed part "Turn on Trigger" on the screen below, the flowbot will start automatically.

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Here is the template used this time

Other Automation Examples Using Trello

There are other examples of automation using Trello on Yoom, so here are a few introductions.

Add a Record to kintone's Database When a Card is Created in Trello

‍This is a flow where a record is automatically added to kintone's database after a new card is created in Trello.
Without having to manually check the content created in Trello, records are automatically added to kintone's database, potentially reducing the risk of information management oversights.

Add to Notion when a card is registered in Trello

By automatically adding Trello information to Notion, you can save time on manual entry and allocate more time to other tasks.
Additionally, preventing human errors helps maintain a high level of information accuracy.

When a card is created in Trello, add an issue in Jira Software

This is a recommended flow for those who use Jira Software for task management.
Automatically add the content of cards created in Trello to Jira Software.
This can reduce working hours and potentially alleviate the burden on the person in charge.

Summary

By integrating Trello and Salesforce as introduced in this article, information sharing between teams becomes smoother, reducing manual tasks and standardizing processes.
Project progress management becomes more efficient, helping to avoid issues such as missing important tasks.
Work efficiency can also be improved, potentially increasing the success rate of projects.

Since it can be easily set up without code, be sure to utilize Yoom to experience automation through app integration.