How can I filter opportunities by their stages?

DryMerge allows you to filter Salesforce opportunities by their stages. Specify the stages you are interested in, and DryMerge will create Trello cards only for those opportunities.

Can I also update an existing Trello card based on changes in Salesforce?

Yes, you can update existing Trello cards when there are changes in Salesforce opportunities. Describe the changes required, and DryMerge will configure the automation for you.

Which people use this automation? What do they use it for?

This automation is used by sales teams who need to manage new opportunities efficiently and stay on top of their sales pipeline.

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Salesforce + Trello

Create Trello Cards for New Salesforce Opportunities

When a new opportunity is created in Salesforce, generate a corresponding Trello card for follow-up.

New Opportunity Created

Triggers when a new opportunity is created in Salesforce.

Create Trello Card

Creates a corresponding Trello card for follow-up.

See more Salesforce to Trello integrations or use AI to customize your automation.

or pick a common variation below

Update Trello Cards for New Salesforce Opportunities

Salesforce + Trello

Create Trello Cards for New Salesforce Activities

Salesforce + Trello

Create Trello Cards for New Salesforce Projects

Salesforce + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Trello cards for new Salesforce opportunities"

Create Trello cards for new Salesforce opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Trello.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Trello

Trello is a visual collaboration tool that organizes projects into boards. Create, update, and manage cards, and trigger actions based on board events.