Integrate Pipedrive and Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Trello cards when new Pipedrive deals are added using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Trello and Pipedrive, first access Pabbly Connect. This platform enables seamless automation between various applications, including Pipedrive and Trello. If you don’t have an account, click on ‘Sign up for free’ on the Pabbly Connect landing page.

After signing in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; something like ‘Pipedrive to Trello’ is recommended for clarity. This initial setup is crucial for establishing the connection between the applications.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger for your automation. Select Pipedrive as the trigger application and choose the event ‘New Deal’. This means every time a new deal is created in Pipedrive, it will trigger the action in Trello. using Pabbly Connect

Once you select the trigger, you will need to connect your Pipedrive account. Click on ‘Connect’, then ‘Add New Connection’. You will be prompted to enter your API token, which can be found in your Pipedrive account settings under API. After entering your token and company domain, save the connection.

• Select Pipedrive as the trigger application.
• Choose ‘New Deal’ as the trigger event.
• Connect your Pipedrive account using the API token.

After saving the connection, create a new deal in Pipedrive to test if the trigger is working correctly. This step ensures that Pabbly Connect captures the necessary information for the next steps.

3. Configuring the Action to Create Trello Cards

Now it’s time to set up the action that will occur in Trello when the trigger from Pipedrive is activated. Select Trello as the action application and choose ‘Create Card’ as the action event. This setup will automate the creation of a new card in Trello whenever a new deal is added in Pipedrive. using Pabbly Connect

To connect Trello with Pabbly Connect, click on ‘Connect’ and enter your Trello API key and token. These can be obtained from your Trello account settings. Ensure you have the correct board selected where the cards will be created, such as the ‘Deals’ board.

• Choose Trello as the action application.
• Select ‘Create Card’ as the action event.
• Connect your Trello account using the API key and token.

Once connected, map the necessary fields from Pipedrive to Trello, such as the deal name, description, and due date. This mapping ensures that the correct information is transferred to the Trello card.

4. Mapping Data Between Pipedrive and Trello

Mapping is a critical step in ensuring that data flows correctly from Pipedrive to Trello. In the Trello card creation setup, you will see fields for the card title, description, and other details. Use the data captured from the Pipedrive trigger to fill these fields accurately. using Pabbly Connect

For example, in the description field, you can include the deal name, value, email, and any other relevant details. This is done by selecting the appropriate fields from the dropdown that appears when you click on the mapping area. Ensure that all necessary information is included to create a comprehensive Trello card.

Map the deal name to the card title. Include details like value and email in the description. Ensure all fields are filled before saving.

After mapping the data, click on ‘Save and Send Test Request’ to check if the card is created successfully in Trello. This step validates that your workflow is functioning as intended.

5. Finalizing and Testing the Integration

Once you have completed the mapping, it’s essential to finalize the integration in Pabbly Connect. Click on ‘Save’ to store your workflow. You can now return to Trello to verify that the card has been created based on the new deal from Pipedrive.

If the test was successful, you should see a new card in your Trello board with all the mapped information. This confirms that Pabbly Connect has successfully integrated Pipedrive and Trello, automating the process of creating cards for new deals.

In summary, by using Pabbly Connect, you have streamlined the workflow between Pipedrive and Trello, allowing for efficient task management. This integration saves time and reduces manual effort in managing your deals.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Trello cards automatically when new Pipedrive deals are added. By following the detailed steps outlined, you can streamline your workflow and enhance productivity.