Create Trello card for new EspoCRM contact
EspoCRM + Trello Integration
EspoCRM + Trello Integration
Integrate EspoCRM to Trello in one click, or tell Integrately AI how you want each contact handled. Create project cards, update tasks, assign members, and track customer workflows automatically.
Free forever.Use premium features free for 14 days.1.
Target list is created in EspoCRM Instant- Contact is created in EspoCRM Instant
- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
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 lead by name in EspoCRM
- Create contact in EspoCRM
- Search contact in EspoCRM
- Update contact in EspoCRM
- Delete contact in EspoCRM
- Create lead in EspoCRM
- Search lead email in EspoCRM
- Update lead in EspoCRM
- Delete lead in EspoCRM
- Create task in EspoCRM
- Create account in EspoCRM
- Create case in EspoCRM
- Create meeting in EspoCRM
- Search account in EspoCRM
- Update account in EspoCRM
- Delete opportunity in EspoCRM
- Delete meeting in EspoCRM
- Create opportunity in EspoCRM
- Search opportunity in EspoCRM
- Search meeting in EspoCRM
- Update opportunity in EspoCRM
- Update meeting in EspoCRM
- Search case in EspoCRM
- Update case in EspoCRM
- Delete account in EspoCRM
- Delete case in EspoCRM
- Create call in EspoCRM
- Search call in EspoCRM
- Update call in EspoCRM
- Delete call in EspoCRM
- 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 EspoCRM + Trello Integration
Create project cards from new contacts, update task lists, assign team members, and track customer workflows, all in just one click.
Most popular automations
Create EspoCRM task for new Trello checklist
Are you looking for a way to keep track of your sales process and create task for yourself in EspoCRM? 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 EspoCRM 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.
Create Trello card for updated EspoCRM contact
EspoCRM + Trello Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your EspoCRM + Trello flow
Sync your CRM customer data and project boards with messaging tools, calendars, and support platforms to keep teams aligned. Pick a combination and activate it in one click.
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Google Calendar (5)
Google Calendar (5) +
Slack (5)
Slack (5) +
HubSpot (5)
HubSpot (5) +
Gmail (5)
Gmail (5) +
Calendly (4)
Calendly (4) +
Zoom (4)
Zoom (4) E
T
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Create a Trello card and schedule a Google Calendar meeting when a contact is created in EspoCRM
New EspoCRM contacts automatically generate a Trello project card and a scheduled Google Calendar event without manual entry.
T
E
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When a Trello card is moved to list in Trello, update the contact in EspoCRM and reschedule the Google Calendar meeting
Project progress in Trello updates your EspoCRM contact records and adjusts Google Calendar scheduling automatically.
E
T
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Create a Google Calendar meeting for every Trello card created from an EspoCRM task
EspoCRM tasks turn into Trello cards and automatically reserve time on your Google Calendar.
E
C
T
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Use ChatGPT to summarise every EspoCRM meeting, create a Trello card, and schedule a Google Calendar review
AI summarises EspoCRM meeting notes, generates a Trello card, and books a Google Calendar follow-up automatically.
E
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When an EspoCRM opportunity is created, create a Trello card and schedule a Google Calendar follow-up call
New sales opportunities in EspoCRM trigger Trello project cards and Google Calendar sales calls.
Supported triggers and actions for EspoCRM and Trello
Mix and match to build the exact automation you need
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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 EspoCRM + Trello?
Streamline your customer management and project tracking by automating actions between EspoCRM and Trello.
🃏
Create Trello cards from new contacts
Generate a Trello project card automatically the moment a new contact is created in EspoCRM, eliminating manual copying between platforms.
📝
Capture every submitted custom attribute
Map custom contact attributes, account details, and notes from EspoCRM straight into your Trello card descriptions for complete context.
🔔
Alert your team instantly on updates
Notify project members via Trello comments or board activities the moment an important opportunity or task is logged in EspoCRM.
🔀
Route records based on submitted fields
Send EspoCRM leads to different Trello lists or boards automatically based on deal size, priority, or lead category.
🔄
Keep project boards up to date
Synchronise status changes so that when contact or task statuses are modified in EspoCRM, your Trello cards reflect the update.
🔍
Prevent duplicates with smart search
Search for existing Trello cards before creating new ones to keep your project boards clean and organized.
🏁
Manage complete lifecycle stages
Archive Trello cards or move them to done lists automatically when an opportunity is won or closed in EspoCRM.
⚡
Extend your flow with Slack alerts
Create EspoCRM contacts, generate Trello cards, and simultaneously alert your project team in Slack with a single multi-step workflow.
And much more...
Who is EspoCRM + Trello integration for?
Sales and project management teams struggling with manual data entry and disjointed workflows will find this integration essential for keeping customer records and project tasks perfectly aligned.
Sales managers
Project coordinators
Account executives
Support leads
Operations specialists
Customer success managers
📈
Sales managers
You're tracking customer relationships in EspoCRM while your team manages tasks in Trello, but manual updates always lag behind — connecting these apps means every new contact and opportunity creates a card instantly and your project boards stay accurate.
⚡
Project coordinators
You need to act fast when tasks change in EspoCRM, but you find out too late because status updates require manual copying — with this integration, every task update moves your project cards automatically so you never miss a beat.
🤝
Account executives
You answer to clients who want to see active project progress, but compiling updates manually takes hours every week — automating both apps means client-facing boards reflect CRM changes in real time.
🚀
Support leads
The volume of customer cases is too high for anyone to keep up by hand between two systems — integrating these apps means every new case creates a Trello card instantly so nothing falls through the cracks.
🎯
Operations specialists
You own the delivery step and depend on sales to hand over client details from EspoCRM, but handoffs are constantly missed — this integration means every new account transitions smoothly into your project workflow without delay.
📋
Customer success managers
You need a reliable history of client interactions, but you keep finding gaps between your CRM logs and project boards — connecting these apps means every meeting and task syncs seamlessly into a unified operational view.
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 EspoCRM + Trello
Build and manage your EspoCRM + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EspoCRM + 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 EspoCRM + Trello Now 
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Frequently Asked Questions
How do I connect EspoCRM to Trello?
You can connect EspoCRM to Trello in 1 click using ready-made templates on Integrately. Link your accounts, choose a pre-built workflow, or ask Integrately AI to set up custom flows with Slack, Google Calendar, and 1,500+ other apps.
Can I automatically create Trello cards when new contacts are added in EspoCRM?
Can I connect EspoCRM, Trello, and Slack?
What is a good Zapier alternative for EspoCRM and Trello?
How do I sync EspoCRM task updates with Trello cards?
Can I move Trello cards when EspoCRM opportunities change?
Do I need coding skills to automate EspoCRM and Trello?
Is the EspoCRM and Trello integration free?
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