Bardeen's integrations with Salesforce and Trello are designed to streamline your workflow, saving you valuable time and increasing productivity. Salesforce, a leading cloud-based customer relationship management (CRM) platform, empowers businesses to manage and interact with their customers in a streamlined manner. On the other hand, Trello is an effective project management tool that helps in organizing tasks and tracking progress. By combining these two powerful platforms through Bardeen, you can automate tasks such as creating Trello cards for new Salesforce leads or syncing data between the two systems. This integration allows for seamless communication between your CRM and project management tools, ensuring that important data is always updated and accessible.

For instance, the Copy all Salesforce opportunities to Trello playbook can be an efficient way to keep your project management team updated about new business opportunities. Or, if you need to create follow-up tasks after a client meeting, the Create a Trello card about following up on a meeting playbook can automate this process for you. These are just a few examples of how integrating Salesforce and Trello with Bardeen can supercharge your productivity.

Try popular Salesforce + Trello automations

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Create
a Trello card and attach current page as PDF using Dropbox, when I right-click
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Create
a Trello card
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Copy
all Trello cards to Notion
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Create
a Trello card about following up on a meeting
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Qualify
LinkedIn commenters and save contacts to Salesforce
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search
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Create
Salesforce leads from LinkedIn post commenters
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Create
a Salesforce lead from a LinkedIn profile
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Create
a Salesforce lead from a LinkedIn post

How to integrate Salesforce + Trello

Install from Chrome Web Store Icon
Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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Trello
Salesforce
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Salesforce

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Loved by over 300k users

”With Bardeen I save 4 hours a day copy-pasting 200+ job listings, searching for decision makers to close sales, and sharing these job opportunities with our students.”
"Bardeen saves me so much time by allowing me to scrape data for my outbound prospecting, and to personalize all my emails at scale."
Bardeen saves me at least 2-3 hours every day. Manually collecting and analyzing data on hotel locations and prices across various countries used to take me several hours. Now, with Bardeen, I can gather and process the same amount of data in just about 30 minutes. It's an absolute game-changer for my research workflow!

Available actions & triggers

Find Trello lists
Action
Update Salesforce contact
Action
Create Salesforce opportunity
Action

Learn more about the apps

Integrate any app with Salesforce + Trello

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

What happens if I exceed my plan’s credit limit while using the Salesforce and Trello integration?
Can I use the Salesforce and Trello integration with the free version of Bardeen?
How secure is the data when integrating Salesforce and Trello through Bardeen?
How can I share my Salesforce and Trello integration playbook with others?
Can I automate tasks between Salesforce and Trello using Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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