Can I manage deals in Trello as a card, and use power-up to automatically create deals / update deals in Pipedrive?
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
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!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.