How can I create a space template?

Luis Gringras

I want to open the same template, every time I win a new account, with the same stages and to do list.

I am using Pipe Drive, I want each time I win a new customer, it open the activities related to service clients en Trello

There is a way to design a Template?

Marta Galofre de Alos

Hi Luis,

Marta here, from Trello Support.

Right now, you can use the Pipe Drive Power-Up, which automatically creates Trello cards when you start, close or move a deal to a selected stage in your sales pipeline. It also lets you pull deal information straight into Trello from Pipedrive, ensuring automatic and faultless handover between sales and the rest of your organization.

You can read more about this Power-Up here: https://trello.com/power-ups/57c72026e3248df11df6621b/pipedrive

If you want to have specific data in those cards that are getting created, you might want to check out Zapier. It’s a third-party service that connects apps together, and has several integrations for Trello: https://info.trello.com/power-ups/zapier. You could create a zap between Pipe Drive and Trello so that a card with specific checklists and description is create in your Trello account.

I hope that helps!