How can I filter which deals should log notes?

You can filter deals by their stage, value, or other criteria in Pipedrive. DryMerge will only log notes for deals that meet your filter requirements.

Can I choose which call notes to log?

Yes, you can specify which call notes to log based on certain keywords or deal stages. Describe your criteria, and DryMerge will log the relevant notes for you.

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

Account managers and customer support teams use this to ensure client interaction details are logged consistently, improving team collaboration and client management.

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Pipedrive + Trello

Log Pipedrive Call Notes to Trello Cards

Enhance communication within your team by logging call notes from Pipedrive deals to Trello cards. This helps keep all team members informed and on the same page regarding client interactions.

New Call Note

Triggers when a call note is added to a deal.

Log Call Note

Logs call note to the corresponding Trello card.

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

or pick a common variation below

Sync Pipedrive Deal Notes to Trello Attachments

Pipedrive + Trello

Sync Pipedrive Notes with Trello Comments

Pipedrive + Trello

Create Pipedrive Contacts from Trello Cards

Pipedrive + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Pipedrive call notes to Trello cards"

Log Pipedrive call notes to Trello cards

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 Pipedrive + Trello.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Trello

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