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Can you use a card to trello deal in pipedrive

David Wang
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December 7, 2023

Can I manage deals in Trello as a card, and use power-up to automatically create deals / update deals in Pipedrive? 

2 answers

0 votes
Daydreamer Mike
Community Champion
December 10, 2023

Hi @David Wang

 

The Pipedrive Power-up in Trello is fairly limited, what it is basically doing is allowing you to search your pipedrive deals and attach them as a link in the Trello card, like a smart link.

 

For what you are asking for, I recommend you use a integration tool.  My connector of choice is Make.com because it is more advanced and more affordable than the most common solution, Zapier.  There are also a handful of others like Integrately and more that will do the same job...

Lastly, take a look at Unito, this offers 2-way sync and has support for Pipedrive & Trello.  

I have not posted any links so you'll have to do a bit of research but my personal choices to give you the best chance of success would be to focus research efforts are Unito > Make.com > Zapier

0 votes
Sal
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
December 8, 2023

Hi @David Wang! I believe you can, but I'm not 100% sure about it. I'd recommend checking out the Pipedrive Power-Up description here or reaching out directly to Pipedrive support for further assistance. I hope that helps! 

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