Integrating Trello with Infusionsoft Using Zapier: A Step-by-Step Guide

If you're looking to streamline your workflow and increase productivity, integrating Trello with Infusionsoft via Zapier is an excellent way to automate tasks between these two powerful platforms. In this step-by-step guide, we will show you exactly how to set up this integration, ensuring that your Trello updates seamlessly trigger actions within Infusionsoft. #### Step 1: Sign Up or Login to Zapier To begin, make sure you have a Zapier account. If not, sign up for one at zapier.com. Once you're logged in, head over to your Zapier dashboard to create a new 'Zap' - Zapier's name for an automated workflow. #### Step 2: Choose Trello as Your Trigger App In your dashboard, click on 'Make a Zap'. For your trigger, which starts the automation process, select 'Trello' as your app. You'll need to connect your Trello account to Zapier if you haven't done so already. #### Step 3: Select the Trigger Event After choosing Trello, pick the trigger event that will prompt an action - for instance, when a new card is added to a board or when an existing card is updated. Configure the trigger by selecting the relevant Trello board and list. #### Step 4: Choose Infusionsoft as Your Action App Once your Trello trigger is set, move on to choosing the action app - select Infusionsoft. Similarly, connect your Infusionsoft account to Zapier. #### Step 5: Select an Action Event In Infusionsoft, decide which action you want to follow your Trello trigger. This can be anything from creating a new contact to updating a task. Configure the action by mapping out the data from Trello to the corresponding fields in Infusionsoft. #### Step 6: Test and Activate Your Zap With your trigger and action in place, it’s time to test your Zap. Send a test to Infusionsoft from Zapier to confirm that everything is operating as expected. If all works well, turn on your Zap and enjoy the automated workflow between Trello and Infusionsoft! #### Conclusion Integrating Trello with Infusionsoft using Zapier can significantly enhance your project management and customer relationship processes. By following these steps, you'll have a robust system in place that automatically updates your CRM tasks based on activity within Trello. Efficient and versatile, this Zap is a must-have for any team looking to optimize their tech stack. Remember, always look for new ways to connect and automate with Zapier to bring even more productivity into your workday.