How to Connect Trello to Salesforce? 3 Easy Methods in 2024

Published: May 24, 2024 - 7 min read

Hannah Recker

Integrating your project management tools with your customer relationship management (CRM) software is crucial in today’s business landscape.

This blog will explore how to transfer data between Trello and Salesforce using three effective methods: Coefficient, Zapier, and Unito. By the end, you’ll have a clear understanding of how to streamline this process and ensure your team operates more efficiently.

Advantages of Connecting Trello to Salesforce

  • Enhance project visibility: Combine Trello project data with Salesforce customer data to gain a more complete view of your projects and their impact on customers.
  • Streamline project management: Automatically update Salesforce records with project status and deliverables from Trello, reducing manual data entry.
  • Improve team collaboration: Enable sales, marketing, and project teams to work together more effectively by sharing data between Trello and Salesforce.

Connect Trello to Salesforce: 3 Methods

Connecting Trello and Salesforce helps businesses manage projects and customer data more efficiently. Here are three solutions to integrate these platforms:

SolutionBest For
CoefficientEasy to use for business teams to analyze Trello data in Salesforce without needing technical skills.
ZapierIdeal for small to medium-sized businesses to automate tasks and create custom workflows between Trello and Salesforce.
UnitoGreat for medium to large businesses needing real-time, two-way sync between Trello and Salesforce to keep all teams up-to-date.

How to Connect Trello to Salesforce

Method 1: Coefficient – No-Code, User-Friendly

Coefficient connects your spreadsheet to all your business data without a single line of code. It provides a user-friendly interface and automatic data updates, making it a reliable option for both technical and non-technical users.

Pros:

  • Simple setup
  • Automatic updates
  • Affordable pricing

Cons:

  • Scheduled automations are not free
  • Pricing plans can vary depending on required features

Step 1. Install Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Select Get Add-ons option in Google Sheets Menu Bar

In the Google Workspace Marketplace, search for “Coefficient.”

Search and Choose Coefficient from Google Workspace

Follow the prompts to grant necessary permissions.

Image27

Launch Coefficient from Extensions > Coefficient > Launch.

Launch Coefficient Data Connector in Google Sheets

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient Sidebar in Google Sheets

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Find Coefficient Add-in from Microsoft Office Store

Type “Coefficient” in the search bar and click ‘Add.’

Add Coefficient Add-in to Excel from Microsoft Office Store

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Coefficient Sidebar in Microsoft Excel

Step 2. Importing Data from Trello into Google Sheets:

Click ‘Import from…’ from the Coefficient menu.

Click on Import from in Coefficient

Navigate down the menu to find Trello. Click ‘Connect.’

Choose Trello as your data source in Coefficient sidebar

You’ll need your API token to continue. Select ‘Click here’ to grab it.

Fill prompted information to authorize Trello connection through Coefficient

Click ‘Allow’ to grant Coefficient access to your Trello account.

Image5

Copy the generated token.

Image26

Paste your API token into Coefficient and click ‘Connect.’

Paste the Trello Access Token in Coefficient Sidebar

After establishing your connection, select ‘Start from Scratch.’

Choose Start from Scratch to import Trello Data

Review the list of available data sources in Coefficient’s Import preview window (e.g. Workspaces).

Select ‘Get Workspaces’.

Select data to be connected from Trello to Google Sheets or Excel using Coefficient

Adjust the import settings and click ‘Import’ to fetch the list of Trello workspaces.

Preview for Trello Data Export to Google Sheets or Excel using Coefficient add-on

Review the imported workspace data in your Google Sheets spreadsheet.

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce.

https://www.youtube.com/watch?v=B5qUY5zs-vc 

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Export option in Coefficient sidebar

Choose Salesforce from the list of available data sources.

Choose Salesforce as the data source in Coefficient sidebar

Select the tab and header rows in your spreadsheet that contain the data you want to export.

Define your tab and header row.

Select tab and headers rows of the data exported to Trello using Coefficient

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Coefficient Excel Google Sheets Connectors
314,000 Pros Sync Live Data from Their Business Systems into Spreadsheet

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Select the action to take - update,insert,upsert,delete

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Step 5: Map Fields

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Map the fields between Google Sheets or Excel and Salesforce

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Image7

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Step 7: Select Rows to Export

Confirm your settings and click “Export”.

Confirm settings and click export

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlight the google sheet or excel rows to be exported into salesforce

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Click on "Update Rows in Salesforce" to push the data from Google Sheets to Salesforce

In a few seconds, data from your spreadsheet will push to Salesforce.

Data exported to Salesforce successfully using Coefficient add-on

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Zapier – Flexible, Customizable Automations

Zapier

Zapier is a powerful automation tool that connects Trello and Salesforce with ease. It supports a wide range of customizable triggers and actions.

Pros:

  • No-code setup
  • Wide range of triggers/actions
  • Highly flexible

Cons:

  • Limited to Zapier’s predefined triggers/actions
  • Potential cost for premium apps

Step-by-Step Guide:

  1. Creating Zaps to Connect Trello and Salesforce:
    • Sign in to your Zapier account.
    • Click on “Make a Zap” to start creating a new workflow.
    • Select Trello as the trigger app.
    • Choose the appropriate trigger event (e.g., “New Card Created”).
  1. Setting Up Automated Workflows:
    • Connect your Trello account to Zapier by following the prompts.
    • Authenticate your Salesforce account with Zapier.
    • Select Salesforce as the action app.
    • Choose the action event (e.g., “Create Record”) that will occur in Salesforce when the Trello trigger event happens.
  1. Mapping Fields:
    • Map the fields from Trello to Salesforce. For example, map the Trello card name to the Salesforce record name.
    • Customize the field mappings to ensure all relevant data is transferred correctly.
  1. Customizing Triggers and Actions:
    • Add additional steps if needed, such as filters or conditions to refine when the Zap should run.
    • Customize any further actions required to suit your specific workflow needs.
  1. Testing and Activation:
    • Test the Zap to ensure it works as expected.
    • Make any necessary adjustments based on the test results.
    • Once satisfied, turn on the Zap to start automating your Trello and Salesforce workflows.

Method 3: Unito – Real-Time, Two-Way Sync

Unito

Unito is designed for real-time, two-way sync between Trello and Salesforce. It supports complex workflows and is highly customizable.

Pros:

  • Real-time synchronization
  • Highly customizable
  • Supports complex workflows

Cons:

  • May require some setup
  • Cost associated with premium features

Step-by-Step Guide:

  1. Connecting Trello and Salesforce with Unito:
    • Sign in to your Unito account.
    • Click on “Create a Flow” to start a new integration.
    • Select Trello and Salesforce as the apps you want to connect.
  1. Authorizing Accounts:
    • Follow the prompts to authorize Unito to access your Trello and Salesforce accounts.
    • Ensure you grant the necessary permissions for Unito to read and write data.
  1. Setting Up Custom Field Syncs:
    • Customize the field mappings between Trello and Salesforce.
    • For example, map Trello card titles to Salesforce task names, and Trello due dates to Salesforce task due dates.
    • Include all necessary fields to ensure comprehensive data synchronization.
  1. Configuring Sync Rules:
    • Set up rules to define how and when data should be synchronized between Trello and Salesforce.
    • Specify conditions such as syncing only cards with specific labels or due dates.
  1. Maintaining Data Consistency:
    • Configure the sync frequency (e.g., real-time, hourly, daily).
    • Review the settings to ensure all data is correctly mapped and rules are accurately set.
  1. Review and Enable the Flow:
    • Review all configurations and settings to confirm everything is set up correctly.
    • Click “Enable Flow” to start the real-time, two-way synchronization between Trello and Salesforce.

Conclusion

Now that you know how to connect Trello to Salesforce using Coefficient, Zapier, and Unito, you can choose the method that best fits your needs. Start automating your workflows and improving your team’s efficiency today.

For a simple, no-code solution, try Coefficient for free today!

 at Coefficient.

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Hannah Recker Growth Marketer
Hannah Recker was a data-driven growth marketer before partying in the data became a thing. In her 12 years experience, she's become fascinated with the way data enablement amongst teams can truly make or break a business. This fascination drove her to taking a deep dive into the data industry over the past 4 years in her work at StreamSets and Coefficient.
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