How To Integrate Trello With Pipedrive
Follow these steps to Integrate Tello with Pipedrive:
- Go to the Marketplace section from the left sidebar menu.
- If not already visible below, simply enter and search for Trello.
- Click on the Trello search result to open.
- Click on Authorize.
- Before Trello opens up, you may be prompted to Sign in using your Trello account. Once done, you will arrive on the Trello Power-Ups page for Pipedrive. Click on Add Power-Up.
- Select the boards you wish to add this Power-Up to.
- Click on Add.
- You have now enabled a Power-Up in Trello but a few steps still remain. Click on the Go to board button to open your board.
- Inside your board, on the top, you will notice two distinct settings. Pipedrive and Power-Ups.
- First, click on Pipedrive Settings.
- This will open an Authorize window. Click on the button to authorize Pipedrive.
- Go through the required steps to authorize your Pipedrive account by clicking on Next.
- Click on Allow and Install.
- Click on Allow.
- Now that your Pipedrive account is authorized, proceed to linking your Trello account using the new button.
- Verify all permissions and scroll down.
- Click on Allow.
- Your setup is now complete but a few steps still remain! You may now close this window.
- Next, click on the Power-Ups option and select Pipedrive Settings.
- Under Pipedrive, select Edit Power-Up Settings.
- Select Auto Create Cards From Deals.
- A new window will open at the bottom.
- Configure as to when you want the deals to be created in Trello as cards. Then click Save.
- If you now go into Pipedrive and mark a deal as Won.
- The deal will now be added as a card in Trello based on which conditions you chose.