Quick summary
This tutorial shows how to trigger a HubSpot workflow automation from a Trello board change using a Zapier Zap. By connecting Trello as the trigger app and HubSpot as the action app, teams can automatically fire CRM workflows the moment a card moves or is created — no manual handoff required.
Steps
- Log in to Zapier, click "Create" and select "Zaps" to get started.
- Click "Trigger" to begin setting up the trigger step of your Zap.
- Search for and select Trello as the trigger app.
- 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.
- Connect your Trello account to Zapier to authorize the integration.
- Select the Trello board and specify the list or card criteria for the trigger.
- Run a test to ensure Zapier detects the Trello board change correctly.
- Add HubSpot as the Action App in your Zap.
- Select an action event and connect your HubSpot account to Zapier.
- Configure the HubSpot workflow action, choosing the target workflow and mapping any necessary fields from Trello to HubSpot.
- Run a test to verify that changes in Trello successfully trigger the workflow in HubSpot.
- Click "Publish" to activate your Zap and automate the workflow based on Trello board changes.
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