How can I filter which metrics are summarized?

DryMerge allows you to filter metrics based on your criteria. Specify the parameters that denote the metrics you want summarized, and DryMerge will handle the rest.

Can I adjust the metrics that are included in the summary?

Yes, you can specify which metrics you want included in the summary. Simply provide details on the metrics that are most important to track, and DryMerge will adjust the automation accordingly.

Who benefits from this automation?

Sales managers and team leads use this automation to keep their team informed on the health of the sales pipeline, ensuring that everyone has up-to-date insights on areas that need attention.

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Salesforce + Trello

Update Trello Cards with Salesforce Pipeline Health Summaries

Easily keep your team updated on your sales pipeline's health by automatically creating Trello cards that summarize key metrics from Salesforce on a regular basis. This enables seamless tracking of sales progress, helping your team to quickly identify potential areas of improvement.

Weekly Pipeline Summary

Triggers a scheduled summary of the sales pipeline metrics.

Create Summary Card

Adds a Trello card with key sales metrics summary.

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

or pick a common variation below

Update Trello Cards When Salesforce Accounts Change

Salesforce + Trello

Update Trello Cards When Salesforce Leads are Converted

Salesforce + Trello

Update Trello Cards for New Salesforce Opportunities

Salesforce + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Trello cards with Salesforce pipeline health summaries"

Update Trello cards with Salesforce pipeline health summaries

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 Trello + Salesforce.

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.