Create Close note for new Trello message
Trello + Close Integration
Close + Trello Integration
Integrate Close to Trello in one click, or tell Integrately AI how you want each lead handled. Create cards, assign boards, update task statuses, and track project progress automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
2.
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
- Find card in Trello
- Get checklist item by id in Trello
- Find checklist item in Trello
- Get board by ID in Trello
- Get list by ID in Trello
- Get member by ID in Trello
- Get organization by ID in Trello
- Get label by ID in Trello
- Create card in Trello
- Update card in Trello
- Move card to list in Trello
- Add member to card in Trello
- Archive card in Trello
- Get attachments of card in Trello
- Get card by ID in Trello
- Create board in Trello
- Search board in Trello
- Copy board in Trello
- Close board in Trello
- Create checklist Item in Trello
- Add attachment to card in Trello
- Complete checklist Item in card in Trello
- Search list on board in Trello
- Create custom field in Trello
- Assign member to board in Trello
- Search member in Trello
- Add checklist to card in Trello
- Find checklist in Trello
- Delete checklist in card in Trello
- Create list in Trello
- Create comment in Trello
- Add label to card in Trello
- Add existing label to card in Trello
- Remove label in Trello
- Add label to board in Trello
- Find label on board in Trello
Trusted by experts at...
Ready Workflows for Close + Trello Integration
Create cards, organise leads, update project statuses, alert team members, and track customer follow-ups, all in just one click.
Most popular automations
Create Trello card for new Close contact
Close + Trello Integration
Create Close task for new Trello checklist
Are you looking for a way to keep track of your sales process and create task for yourself in Close? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Close for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
See moreThis automation will help you stay organized and make sure that no steps are forgotten.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Close + Trello flow
Connect scheduling, messaging, and project tracking to keep your sales pipeline and tasks perfectly aligned. Pick a combination and activate it in one click.
+
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
HubSpot (4)
HubSpot (4) +
Asana (4)
Asana (4) +
Google Drive (4)
Google Drive (4) C
T
C
When a new lead is created in Close, create a Trello card and schedule a Calendly event
New Close leads instantly generate a Trello card and set up a Calendly booking without manual data entry.
C
C
T
When a Calendly event is booked, create a lead in Close and add a Trello card
Every Calendly booking populates your Close CRM and opens a Trello task instantly.
T
C
C
When a Trello card is moved to done, update the Calendly invite status and update the Close lead
Completed project cards update your scheduling records and CRM stages automatically.
C
C
T
Use Gemini to summarise Calendly bookings, create a Close lead, and add a Trello card
AI extracts booking details to populate your Close CRM and create structured Trello project cards.
Supported triggers and actions for Close and Trello
Mix and match to build the exact automation you need
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → Trello Triggers & Actions
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it → Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it → Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it → Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it → Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it → What can you automate with Close + Trello?
Streamline your sales pipeline by instantly turning new Close leads, calls, and opportunities into actionable Trello cards and updates.
🎯
Turn every new Close lead into a Trello card
Instantly create a Trello card whenever a new lead is created in Close. Eliminate manual copy-pasting and ensure every prospect enters your project workflow immediately.
📝
Capture every submitted contact detail
Map complete contact names, phone numbers, emails, and notes from Close into custom Trello card descriptions. Keep your project boards fully informed without switching apps.
🔔
Alert team members the moment deals close
Notify your project managers and sales reps instantly when opportunity statuses change in Close. Keep stakeholders aligned across your entire workflow.
🔀
Route tasks based on submitted lead data
Send high-value leads to priority Trello boards while routing standard enquiries to general queues. Automate conditional logic effortlessly.
🔄
Keep project boards updated as leads change
Automatically update existing Trello cards whenever contact details or lead statuses are modified in Close. Prevent outdated project information.
🔍
Add or update records without duplicates
Search existing Trello cards before creating new ones, updating records when matches are found. Keep your workspace clean and organised.
✅
Handle later status changes and completions
Move Trello cards to archive or completed lists automatically when opportunity statuses or tasks are finalized in Close.
🔗
Extend your workflow to Slack
Connect Close and Trello with Slack to announce new leads and card updates in your team channels automatically.
And much more...
Who is Close + Trello integration for?
Sales teams and project managers depend on accurate pipeline tracking, ensuring leads from Close turn into actionable Trello cards without manual handoffs.
Revenue operations managers
Sales representatives
Account managers
Sales operations teams
Project coordinators
Customer success leads
📈
Revenue operations managers
You're tracking pipeline growth in Close but your project tracking boards only update when someone manually creates tasks, so your performance metrics are always out of sync — with this integration, every new lead lands on your Trello board instantly and your data stays current.
⚡
Sales representatives
You need to act fast on new prospects in Close, but you find out about closed opportunities too late because updates are trapped in siloed tools — this integration means every status change creates an immediate Trello card so your follow-ups happen on time.
🤝
Account managers
You answer to clients who want to see project progress, but compiling manual status reports takes hours away from client communication — automating both apps means every lead and task updates automatically across your boards for total visibility.
📊
Sales operations teams
The volume of inbound leads in Close is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — connecting these apps means every submission triggers instant card creation and routing without manual entry.
🔄
Project coordinators
You own the delivery step and depend on sales reps upstream to hand over closed deals, but manual handoffs cause costly delays — integrating these apps means every new deal automatically populates your Trello workspace the moment it closes.
🗂️
Customer success leads
You need a reliable history of customer interactions and keep finding gaps between CRM logs and project boards — this integration means every note, call, and opportunity in Close synchronises with Trello for complete audit trails.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Close + Trello
Build and manage your Close + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Trello Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Close + Trello Now
In Just 1 Click!
Related Posts
How to integrate Trello with your apps: Top 15 integrations revealed
Streamline workflows and boost productivity with top 15 Trello integrations. Enhance business operations and improve task management seamlessly.
How to Use Trello in 2025 – A Complete Step by Step Guide
Learn how to use Trello effectively for managing your projects and tasks. Our guide covers everything from setting up boards to advanced tips for maximizing productivity.
Frequently Asked Questions
How do I connect Close to Trello?
You can connect Close to Trello in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Slack, Gmail, Google Drive, and 1,500+ other apps.
Can I automatically create Trello cards from new Close leads?
Can I connect Close, Trello, and Slack?
What is a good Zapier alternative for Close and Trello?
How are lead status changes in Close synced to Trello?
Can I move Trello cards when opportunities update in Close?
Do I need coding skills to automate Close and Trello?
Is the Close and Trello integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Close or Trello With 1500+ Other Apps
Popular Close Integrations
Connect Close with email, CRM, and analytics tools to manage communication and track performance.
See All
Close Integrations
Close Integrations
No popular apps found
Popular Trello Integrations
Connect Trello with document, communication, and reporting tools to keep projects visible across teams.
See All
Trello Integrations
Trello Integrations
No popular apps found
