Automate your Trello & Salesforce workflows

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Connect Salesforce to Trello

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Integrating Trello and Salesforce

Integrating Salesforce and Trello with Relay provides a powerful and seamless workflow automation platform for your business. By combining the robust CRM capabilities of Salesforce with the agile project management features of Trello, you can streamline your processes and enhance collaboration within your team. With Relay's unique features such as double check automations and AI autofill, you can take your integrations to the next level.

Streamline Sales and Project Management

With the Salesforce and Trello integration, you can automatically create Trello cards for new leads or opportunities in Salesforce. Assign team members, set due dates, and track progress, all from within Trello. Relay's double check automations allow you to review and personalize the information before it's synced, ensuring accuracy and customization in your workflow.

Enhance Customer Support

Combine the power of Salesforce's customer data and Trello's task management to improve your customer support processes. Automatically create Trello cards for support cases in Salesforce, assign them to the relevant agents, and track their progress. With AI autofill, you can enrich the Trello cards with personalized content based on customer information stored in Salesforce.

Simplify Project Hand-offs

Ensure smooth project hand-offs between different teams by integrating Salesforce and Trello with Relay. Automatically create Trello cards for closed deals in Salesforce and assign them to the project team in Trello. Relay's double check automations allow you to verify and customize the information before it's transferred, ensuring a seamless collaboration process.

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