Hello everyone, I love Trello and have a question.
I am consulting with a business owner who needs some streamlining for their business. They have a ton of paid subscription products that have a lot of overlap and they are not using any of them fully.
I am setting them up on Pipedrive as their new CRM want to use Trello as the project management system.
I can have a new card created when a deal closes in pipedrive, but I would like to be able to have that card related with all the boilerplate information necessary for the project. Is that possible?
Hey Marta,
I have that part figured out but I am trhying to create custom cards automatically. Any way of doing that?
Hi John,
Marta here, from Trello Support.
I believe the Pipedrive Power-Up could help with that. It automatically creates Trello cards containing deal and contact information when you start, close, or move a deal to a selected stage in your sales pipeline. You can read more about it here: https://info.trello.com/power-ups/pipedrive
I hope that helps!
Marta
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