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Seamless connections for a business

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?

 

1 comment

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

Hey Marta,

I have that part figured out but I am trhying to create custom cards automatically.  Any way of doing that?

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