When a lead is created in Bitrix24, create a card in Trello

■Overview

Are you manually entering lead information managed in Bitrix24 into Trello one record at a time for task management? This duplicate data entry is not only time-consuming but can also lead to transcription errors and missed follow-ups. With this workflow, a task card is automatically created in Trello whenever a new lead is created in Bitrix24, streamlining integration between Bitrix24 and Trello and eliminating various issues caused by manual work.

■Who This Template Is For

• Anyone managing leads acquired in Bitrix24 with Trello who finds manual data entry time-consuming
• Sales representatives who want to automate data sharing from Bitrix24 to Trello and respond more quickly
• Managers who want to streamline team task management and prevent missed outreach to leads

■Benefits of This Template

• Automatically create a Trello card when a lead is added to Bitrix24, reducing the time spent on manual data entry.
• Automating data sharing between Bitrix24 and Trello helps prevent human errors such as manual transcription mistakes and missed follow-ups.

■How the Flow Bot Works

1. First, connect Bitrix24 and Trello to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
3. Finally, select Trello as the operation, set the action to “Create a new card,” and create a card using the lead information retrieved by the trigger.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• For the operation that creates a card in Trello, choose the board and list where you want to create the card.
• Create more useful task cards by dynamically inserting information such as the lead’s company name and contact person retrieved by the Bitrix24 trigger into the card title and description.

■Notes

• ‍‍Connect both Bitrix24 and Trello to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.