Trello Automation

How to connect Trello to Salesforce

Stop dealing with deals closing without task handoff. This guide shows you how to automatically Create Task in Salesforce whenever Card Created happens inside Trello.

Trello
Trello
Trigger
→
Salesforce
Salesforce
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless handoff from sales to delivery. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Trello as the first module.

  2. 2

    Configure the trigger

    Select Card Created inside Trello. Authorize your account and set any filters you need.

  3. 3

    Add the Salesforce action

    Choose "Create Task" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.