Integrate & connect
Salesforce with Trello

Managing sales pipelines and projects across Salesforce and Trello can be a challenge, but integrating the two platforms offers significant benefits. Did you know that sales reps spend an average of 64% of their time on non-revenue generating activities? By connecting Salesforce and Trello, you can streamline workflows, improve collaboration, and keep everyone on the same page. In this comprehensive guide, we'll walk you through the step-by-step process of integrating Salesforce with Trello, from enabling the Power-Up to automating data sync with AI-powered tools like Bardeen. Get ready to supercharge your sales process and close more deals!

Why Integrate Salesforce with Trello?

Salesforce is a powerful CRM platform used by sales teams to manage customer relationships, but it lacks the visual project management capabilities that Trello excels at. Integrating Salesforce and Trello allows sales reps to manage their pipeline and tasks in a more intuitive way, with Salesforce data like leads and opportunities synced to Trello cards to provide more context around sales activities. Here are the key benefits:

1. Visualize Your Sales Pipeline

By integrating Salesforce data into Trello, sales reps can see their opportunities and tasks laid out visually on a Trello board. They can create a card for each opportunity, add the key details from Salesforce, and move the card through their pipeline as the deal progresses. This provides a more intuitive way to track the status of each opportunity compared to Salesforce's tabular views.

2. Keep Non-Salesforce Users in the Loop

An integration between Salesforce and Trello democratizes access to important customer data. Team members who don't use Salesforce, like marketers, customer success, or executives, can stay updated on the status of key opportunities by viewing the linked Trello board. They can see which rep is working each deal, the potential revenue amount, and the expected close date without needing a Salesforce license.

3. Automate Data Syncing

Integrating Salesforce and Trello means that data flows automatically between the two systems, without requiring manual entry. When a rep updates an opportunity in Salesforce, that change is automatically reflected on the linked Trello card. And if a rep moves a Trello card to a new stage in the pipeline, the corresponding opportunity stage in Salesforce will be updated. Automating sales prospecting can further streamline these processes. This real-time, two-way sync eliminates data entry and keeps both systems accurate.

The key takeaway is that integrating Salesforce and Trello helps sales teams work more efficiently by combining Salesforce's customer data with Trello's visual workflow. Next up, we'll dive into how to actually set up this integration using Trello's Salesforce Power-Up.

Setting Up the Salesforce Power-Up in Trello

To connect your Salesforce data to Trello, you'll need to enable the Salesforce Power-Up. Power-Ups are add-ons that give your Trello boards additional features and integrations. Here's how to get the Salesforce Power-Up set up:

1. Enable the Power-Up

From your Trello board, open the Power-Ups menu on the right side. Search for "Salesforce" and click "Add" to enable it on your board. If you don't see the Salesforce Power-Up listed, your Trello account may not have access to it. The Salesforce Power-Up is available on paid Trello plans.

2. Authorize Your Salesforce Account

After enabling the Power-Up, each Trello user needs to connect their own Salesforce account to give Trello access to their data. Click the "Authorize Account" button and log in with your Salesforce credentials. You'll be asked to allow Trello to access your Salesforce data. Review the permissions and click "Allow".

3. Attach Salesforce Records to Cards

Now you can attach Salesforce records like leads, contacts, and opportunities to your Trello cards. There are two ways to do this:

1. Click the "Salesforce" button on the card back and search for the record you want to attach.
2. Copy the URL of a Salesforce record and paste it into a Trello card. The Power-Up will automatically pull in the key details and attach the record.

After attaching a record, you'll see important fields like stage, close date, and amount displayed on the card. And that information stays in sync - if something changes in Salesforce, it will update in Trello automatically.

With the Salesforce Power-Up enabled, your sales pipeline and customer data are just a click away in Trello. In the next section, we'll share some tips to help you automate lead management and get the most out of this integration.

Save time by integrating Google Drive with your Trello boards. Automate your file management without ever leaving Trello!

Maximizing the Salesforce-Trello Integration

To get the most value out of connecting Salesforce and Trello, it's important to align the integration with your sales process. Map out your pipeline stages in Trello, create a list for each stage, and attach the relevant Salesforce records to cards as they move through the process. This gives your whole team visibility into deals and keeps Salesforce data front-and-center.

1. Mirror Your Sales Stages in Trello

Create a Trello list for each stage of your sales process, such as "Prospecting", "Qualified", "Proposal", "Negotiation", and "Closed Won". As opportunities progress in Salesforce, move the corresponding Trello card to the appropriate list. Attach key Salesforce records like the opportunity, account, contacts, and relevant case to each card.

For example, when a lead is qualified and converted to an opportunity in Salesforce, move the Trello card from "Prospecting" to "Qualified" and attach the new opportunity record. Now your sales rep can work the deal in Trello while the data stays synced with Salesforce.

2. Make Salesforce Data Visible on Cards

Use Trello's card features to surface important Salesforce data points right on the face of each card. Customize card covers to show key fields like opportunity amount, stage, or close date. Apply labels to indicate record type, such as lead or customer. Track deal size, priority, or sales rep using custom fields.

To set this up, open a card, click the "Salesforce" button, and select "Customize Fields". Map the Salesforce fields you want to appear on the card and choose how to display them - as a badge, in the members section, or in the description. This keeps vital context in view as your team collaborates on opportunities.

3. Get Notified of Key Salesforce Changes

Take advantage of Trello's notification features to alert the team when important changes happen in Salesforce. Set up rules using the Salesforce Power-Up to trigger notifications when an opportunity stage changes, a big deal closes, or a new lead comes in.

To create a rule, click the Salesforce Power-Up in the board menu, go to "Rules", and define your conditions and actions. For instance, set a rule to post a comment on the card and alert the sales rep when an opportunity amount increases. This ensures timely follow-up and keeps everyone informed.

4. Automate Card Creation from Salesforce

Save time by automatically creating Trello cards when new Salesforce records are added. Use Trello's built-in automation features or a third-party tool like Zapier to set up triggers that generate cards whenever a lead or opportunity is created in Salesforce.

Establish a consistent naming convention for cards, such as "Opportunity Name - Account Name - Amount". Map key fields from Salesforce to the appropriate Trello card elements, like custom fields, description, and due dates. This automates your sales prospecting and ensures nothing falls through the cracks.

By implementing these practices, your team can work deals more efficiently and collaboratively by connecting the power of Salesforce with the visual workflow of Trello. The integration keeps everyone on the same page and focused on driving opportunities forward.

Integrating Salesforce and Trello creates a cohesive system for managing your sales pipeline and processes. By following these tips, you can maximize the value of the integration and empower your team to close more deals, faster. Thanks for sticking with us through this guide - we know it's a lot to take in! In the next and final section, we'll summarize the key points you've learned.

Conclusions

Integrating Salesforce and Trello is critical for sales teams looking to manage their pipeline more efficiently and collaboratively.

In this guide, you learned:

• Why connecting Salesforce and Trello empowers sales reps to work deals in a more visual, intuitive way while keeping data in sync
• The steps to enable the Salesforce Power-Up in Trello and authorize your account to view Salesforce data on cards
• Best practices for structuring your Trello boards to mirror your sales process and surface key Salesforce data points

Don't let disjointed tools slow down your sales process. Master the Salesforce-Trello integration or risk deals falling through the cracks!

Make your workflow smoother by using Bardeen to automate sales prospecting. Save time and close more deals.