How can I filter for high-priority opportunities?

You can filter for high-priority opportunities by defining criteria such as deal size, customer type, or urgency in Salesforce. DryMerge will ensure only these are followed up in Trello.

Can I modify which stages trigger the creation of tasks in Trello?

Yes, you can specify which stages in Salesforce should trigger a follow-up task in Trello. Just provide the details, and DryMerge will handle the rest.

Who uses this automation and why?

This automation is popular among sales teams needing to ensure timely follow-up on opportunities as they progress through various stages in Salesforce. It helps keep tasks organized and prevents missed opportunities.

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Salesforce + Trello

Create Trello Tasks When Salesforce Opportunities Change Stage

Streamline your sales process by ensuring follow-ups are created in Trello as soon as an opportunity in Salesforce moves to a different stage. This automation helps sales teams stay on top of opportunities and ensures timely action.

Opportunity Stage Changed

Triggers when an opportunity changes stage in Salesforce.

Create Trello Task

Creates a Trello task for the new stage change.

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

or pick a common variation below

Create Trello Cards for Lost Opportunities in Salesforce

Salesforce + Trello

Create Trello Tasks for Salesforce Follow-up Opportunities

Salesforce + Trello

Create Trello Tasks for New Salesforce Cases

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 tasks when Salesforce opportunities change stage"

Create Trello tasks when Salesforce opportunities change stage

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.