Add new Revamp CRM opportunities to Trello as new cards

 

Revamp CRM allows your sales team to manage opportunities through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two.

Once you setup this integration, Zapier will automatically create new Trello cards from new Revamp CRM opportunities, or you can set up this integration to only create new Trello cards when opportunities reach a certain milestone.

Note: This Zapier integration doesn’t create Trello cards for existing Revamp CRM opportunities, only opportunities created after you’ve set it up.

How It Works

  1. A new Revamp CRM opportunity is created or an opportunity reaches a certain milestone
  2. Zapier creates a new card in Trello

What You Need

  • A Revamp CRM account
  • A Trello account