Guide

How to move a Trello card when a deal stage is reached in HubSpot

Looking to automate your task management between HubSpot and Trello? Whenever a deal stage is reached in HubSpot, Relay.app automatically moves the corresponding Trello card to the appropriate list. It's a seamless way to ensure that your tasks are updated in real-time based on your sales progress, saving you time and helping you stay organized in managing your deals.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between HubSpot and Trello for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Move Trello card when a HubSpot deal stage is reached" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the HubSpot trigger as "Deal stage reached"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Deal stage reached" under HubSpot automation. Then, select the Pipeline and Stage. This will allow your playbook to automatically detect the deal stage reached in HubSpot and initiate necessary actions.

If this is your first time using a HubSpot integration in Relay.app, a prompt will guide you through the connection process.

3

Add the "Move card" in Trello automation

Integrate the Trello automation into your playbook to ensure the card is promptly moved to another list for each deal stage change in HubSpot.

Click the "Add step" button, then locate the "Move card" automation for Trello and input the mandatory and relevant details.

If your Trello account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Trello account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the moving of the card in Trello. Once turned on, it will respond when a certain deal stage is reached in HubSpot by moving the corresponding card in Trello without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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