Can I filter which notes get synced?

Yes, you can specify criteria such as keywords or deal stages. DryMerge will only sync notes that meet your filter conditions.

Can I choose how the notes are attached?

Yes, you can specify whether the notes should be added as plain text or formatted attachments. Describe your preference, and DryMerge will configure it accordingly.

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

Project managers and sales teams use this to ensure that all important deal notes are centralized and easily accessible in Trello.

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Pipedrive + Trello

Sync Pipedrive Deal Notes to Trello Attachments

This automation ensures all deal-related notes in Pipedrive are accessible within the corresponding Trello cards as attachments, keeping all relevant information in one place.

New Deal Note

Triggers when a note is added to a deal in Pipedrive.

Attach Note

Adds the note as an attachment 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 Notes with Trello Comments

Pipedrive + Trello

Log Pipedrive Call Notes to Trello Cards

Pipedrive + Trello

Update Pipedrive Deals on Trello Card Changes

Pipedrive + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Pipedrive deal notes to Trello attachments"

Sync Pipedrive deal notes to Trello attachments

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.