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When using Pipedrive, how can I get the same List to dos from Trello to new deals?

Manuel Casanova
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April 20, 2023

Every time a deal is made, I need a list of to dos to be executed. Same list every time.

 

How can I produce a list in Trello, so when a deal is done in Pipedrive, that list of to dos, pops up?

 

Tks

1 answer

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Lara
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
April 23, 2023

Hi Manuel,

Thanks for reaching out!

You could look into the Pipedrive integration with Trello here: https://support.pipedrive.com/en/article/pipedrive-integration-trello. That integration was developed and is maintained by the Pipedrive team, so if you have any questions, you'll want to reach out to their support team.

Alternatively, you could potentially build your own integration using a service such as Zapier: https://zapier.com/apps/trello/integrations/pipedrive. If you have any issues with that, you'll want to reach out to the Zapier support team.

Hope that helps!

All the best,

Lara
The Trello Team

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