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Connect Trello and HubSpot to Sync Sales Pipeline

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Here's how to do it:

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  1. Log in to Zapier, click on "Create" and select "Zaps" to get started.
  2. Click "Trigger."
  3. Search for and select Trello as the trigger app.
  4. Choose a trigger event such as "Card Moved to List" or "New Card" based on the Trello board change you want to use to trigger HubSpot.
  5. Connect your Trello account to Zapier.
  6. Select the Trello board and specify the list or card criteria for the trigger.
  7. Run a test to ensure Zapier detects the Trello board change.
  8. Add HubSpot as the Action App.
  9. Choose an action event such as "Create/Update Deal" to sync the sales pipeline, then connect your HubSpot account.
  10. Map the Trello data (e.g., card title, description, due date) to the relevant HubSpot deal fields.
  11. Run a test to verify that changes in Trello trigger the workflow in HubSpot.
  12. Click "Publish" to activate your Zap and sync your sales pipeline automatically between Trello and HubSpot.
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Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
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