Streamline Your Workflow: Integrating HubSpot CRM with Trello using Zapier

In today’s fast-paced business environment, integrating your Customer Relationship Management (CRM) software with project management tools is crucial to maintaining fluid and efficient workflow. For users of HubSpot CRM and Trello, Zapier provides a seamless connection to enhance productivity and streamline operations.

To help you foster this connection, here’s a step-by-step guide on setting up Zapier to integrate HubSpot CRM with Trello:

1. Create a Zapier Account: Before you can begin, ensure you have an account with Zapier. If you don’t, head to zapier.com and sign up.

   
   



2. Start a New Zap: Once logged in, click the ‘Make a Zap’ button. A ‘Zap’ is essentially an automated workflow that connects your apps and services together.

   
   



3. Choose a Trigger App: Search for and select HubSpot CRM as the trigger app. This means that your automation will start with a certain action in HubSpot.

   
   

1. Set Up the Trigger: Choose the trigger event from HubSpot CRM that will initiate your workflow. This could be a new contact, a deal stage update, or any other event listed.

   
   



2. Connect Your HubSpot CRM Account: When prompted, log into your HubSpot account to link it with Zapier.

   
   



3. Customize Your Trigger: Filter and customize the information you need from the trigger event. This determines what data will be sent from HubSpot CRM to Trello.

   
   

1. Choose an Action App: Next, you’ll choose Trello as your action app, where the automated task will be completed based on the trigger.

   
   



2. Set Up the Trello Action: Select the specific action you want to take place in Trello, like creating a new card or updating a list.

   
   



3. Connect Your Trello Account: Similar to what you did with HubSpot, you’ll now need to log in to your Trello account to establish the connection.

   
   

1. Customize Your Trello Action: Define exactly what the Trello card will look like, what information it includes, and where it will be placed within your Trello boards.

   
   



2. Test Your Zap: Zapier allows you to test your workflow to ensure everything is running smoothly.

   
   



3. Name and Turn On Your Zap: Give your Zap a name to remember its purpose and turn it on to automate the workflow between HubSpot CRM and Trello.

   
   

By following these steps, you can effectively synchronize HubSpot CRM and Trello, saving time and enhancing coordination within your team. Remember to periodically check your Zaps for any necessary adjustments as your business processes evolve.

For users seeking to delve deeper into automating their workflows, consider exploring additional Zaps and the use of multi-step Zaps for more complex tasks. With Zapier acting as the bridge between HubSpot CRM and Trello, the potential for enhanced productivity is substantial.