Guide

1. Click "Create" and then select "Zaps" to begin a new automation.

2. Click "Trigger."

3. Search for Trello and select it.

4. Choose a Trigger Event, for example, "Card Moved to List" or "Card Updated," depending on when you want to update Salesforce.

5. Authorize access to your Trello account.

6. Choose the Trello board and list to monitor for lead updates.

7. Run a test by clicking "Test trigger."

8. Add Salesforce as the Action App.

9. Choose an Action Event, for example, "Update Record" or "Create Record."

10. Connect Salesforce to Zapier.

11. Match Trello card details (e.g., name, status, description) to Salesforce lead fields.

12. Verify that updates in Trello trigger corresponding changes in Salesforce.

13. Activate the automation to sync Trello and Salesforce updates seamlessly.