How to Merge Trello with Pipedrive
- On your Pipedrive dashboard, click "Marketplace."
- Search for "Trello" in the search bar.
- Click "Try now" to proceed, then select "Authorize."
- You will be redirected to your Trello. Click "Add Power-Up."
- Select the board from Trello that you want to integrate with Pipedrive.
- Click "Add."
- You've now activated a Power-Up in Trello, but a few more steps are required. Click the 'Go to board' to open your board.
- Click the Pipedrive icon on the dashboard.
- Select "Link Pipedrive Account."
- Click "Next" to proceed.
- Click "Allow and Install."
- Click again on "Link Trello Account" to finalize the integration.
- Select "Allow" to grant access to Pipedrive.
By following these steps, you have now integrated Trello and Jira.