Add new Revamp CRM tasks to Trello as new cards
Revamp CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Revamp CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.
Once this integration has been set up, all new Revamp CRM tasks created from that point forward will create a Trello card for your team.
Note: This Zapier integration doesn’t create Trello cards for existing tasks in a Revamp CRM account, only new tasks created after you’ve set it up.
How It Works
- A task is added to a Revamp CRM account
- Zapier creates a new card in Trello
What You Need
- A Revamp CRM account
- A Trello account