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Salesforce + Trello: customer-success projects from the CRM.

Create Trello boards or cards from Salesforce wins, mirror task completion back to Salesforce, or use Trello as the execution layer for SFDC-driven projects.

Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Trello as the action

Workflows do something in Trello, instantly.

See all 21 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

SalesforceTrello

When something happens in Salesforce, do it in Trello.

0 Salesforce triggers wired to 21 Trello actions.

    TrelloSalesforce

    Or fire it the other way around.

    7 Trello triggers wired to 13 Salesforce actions downstream.

    See TrelloSalesforce
    Popular pairings

    Common Salesforce → Trello workflows.

    Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

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    How it works

    Connect Salesforce and Trello in five steps.

    No code, no glue, no half-day setup. Each step is one click.

    1. 1
      Connect
      Authorize Salesforce and Trello

      Open Tiny Command, authorize Salesforce and Trello once each. Both connections are available to every workflow on your account.

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. Tiny Command auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    3. 3
      Transform
      Add a filter or AI step

      Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

    4. 4
      Action
      Add the Trello action

      Drop the Trello → Add Checklist Item action below it. Map fields from the Salesforce payload into the Trello inputs.

      trello.add-checklist-item
    5. 5
      Publish
      Publish and forget

      Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

    FAQ

    Questions about Salesforce + Trello.

    How do I create a Trello card from a Salesforce Opportunity?
    Salesforce Opportunity Updated where StageName = "Closed Won" → Trello Create Card on onboarding board with Opportunity info. Save Trello card ID in SFDC custom field.
    Can Trello card moves update Salesforce stages?
    Yes. Trello Card Moved → look up linked SFDC record by card ID → Salesforce Update Opportunity with stage. Mapping of trello_list → salesforce_stage.
    How do I create Trello cards from Salesforce Cases?
    Salesforce Case Created with "needs-action" tag → Trello Create Card on support-execution board with case details. Save case ID for round-trip tracking.
    Can I attach Salesforce documents to Trello cards?
    Yes. Salesforce Get Attachments for the record → pass URLs to Trello Add Attachment. Contracts and quotes visible alongside the work.
    How do I avoid duplicate Trello cards from Salesforce?
    Store Trello card ID in Salesforce custom field. Filter triggers to only fire when the field is empty. Updates reuse the saved card ID.
    Can I show Salesforce account-amount on the Trello card?
    Yes. Include Amount in the Trello card description or as a custom field. Useful for ops teams to prioritize execution by deal value.
    Related

    Other apps that pair well with Salesforce.


    Wire Salesforce to Trello in 2 minutes.

    Free tier available. No credit card. No onboarding call.