Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Deleted user
0 / 0 points
badges earned

Your Points Tracker
  • Global
  • Feed

Badge for your thoughts?

You're enrolled in our new beta rewards program. Join our group to get the inside scoop and share your feedback.

Join group
Give the gift of kudos
You have 0 kudos available to give
Who do you want to recognize?
Why do you want to recognize them?
Great job appreciating your peers!
Check back soon to give more kudos.

Past Kudos Given
No kudos given
You haven't given any kudos yet. Share the love above and you'll see it here.

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Is there a way to prevent duplicate cards or boards withing a sales team?

I work in sales, we use trello to manage leads, jobs, and as a CRM. I am looking to find out if there is a way to prevent duplicate cards or duplicate boards with the employees? For example we have employees A, and B. If employee A is pursuing company 1 and has them on their pursuit board but employee B does not look at employee A's board is there a way to prevent employee B from creating a card or board with company 1 as a lead or possible bid, or even a way to notify employee B that employee A already has company 1 on their board?

1 answer

0 votes
Ryan Atlassian Team Mar 12, 2020

Hi Parker,


One way to do this could be using Butler. When a new card is added, Butler can search for a card with the same name and link these together. Therefore, you will be able to see in the card that there is another card with the same name. 

This rule would look like this:

Image 2020-03-12 at 1.58.37 PM.png

The risk here is that if the card name isn't exactly the same, Butler won't pick this up. 

Enjoy the rest of your week!


I need to do something similar to this, but the limitation of only being able to match on card name is not going to work. I have cards that represent leads. They have checklists, and comments, and crmble fields filled out, as we work with each lead through the sales process. When a lead makes a purchase from our website, they fill out a form, and the form sends an email to the board email and creates an expected duplicate card. I would like to be able to have a button on the new card that could search off of a custom field like email or something that would be more unique and then link then new card to the existing lead card. 

Can you make that happen? =-)

Suggest an answer

Log in or Sign up to answer
Community showcase
Published in Trello

📹 Favorite Trello templates

Hello Community!  My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. In this video, I'll share my favorite Trello templates. Templates mentioned in ...

1,310 views 12 31
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you