Automate Trello Tasks from Hubspot Workflows

Connecting Trello with Hubspot lets you automatically create Trello cards from your CRM records so your sales and service teams never miss a task. This guide walks you through the full process, from installing the app to testing your first automated workflow.

The steps below are based on the official HubSpot Knowledge Base instructions and adapted into a clear, SEO‑friendly how‑to tutorial.

What You Need Before Connecting Hubspot to Trello

Before building workflows, confirm you meet these basic requirements so the integration works smoothly.

• An active Trello account with permission to create boards and cards.
• Hubspot access with permissions to install apps and edit workflows.
• At least one workflow‑eligible object, such as deals, tickets, companies, or contacts.
• A board and list in Trello where new cards will be created.

Once these items are ready, you can install the app and start linking Trello actions to your Hubspot automation.

Step 1: Install the Trello App in Hubspot

The first step is to connect the two platforms by installing the Trello app from the Hubspot App Marketplace.

1. In your Hubspot account, go to the App Marketplace.

2. Search for Trello in the marketplace search bar.

3. Select the Trello app from the results.

4. Click Install app or Connect app.

5. Follow the on‑screen prompts to sign in to your Trello account.

6. Authorize Hubspot to access your Trello boards and lists.

After you authorize the integration, Trello actions will become available inside the Hubspot workflow editor.

Step 2: Understand How Hubspot Workflows Use Trello

With the Trello integration installed, you can add specific Trello actions into your automation. These actions are executed each time a record meets your workflow conditions.

Typical use cases include:

• Creating a Trello card when a new deal reaches a certain stage.
• Automatically opening a card when a ticket is created with a specific priority.
• Building cards for onboarding tasks when a company becomes a customer.
• Scheduling internal tasks for follow‑ups from Hubspot contact workflows.

Each Trello card can pull in data from the Hubspot record that triggers the workflow, such as names, owner, amounts, or ticket details.

Step 3: Create a Hubspot Workflow to Trigger Trello Cards

Next, create the workflow that will tell Hubspot when to create new cards in Trello.

1. In Hubspot, navigate to Automation > Workflows.

2. Click Create workflow.

3. Select the type of workflow, for example:

   • Deal‑based
   • Ticket‑based
   • Company‑based
   • Contact‑based

4. Choose Start from scratch or use an existing template that suits your process.

5. Click Next to configure enrollment triggers.

Enrollment triggers define exactly when a record should enter the workflow and therefore when a Trello card should be created.

Configuring Enrollment Triggers in Hubspot

Use precise filters so Hubspot only sends relevant records to Trello.

Common trigger examples:

• Deals that move to a specific pipeline stage (for example, “Contract Sent”).
• Tickets with priority set to “High” or “Urgent”.
• Contacts filling out a particular form.
• Companies reaching a lifecycle stage like “Customer”.

After defining triggers, turn on re‑enrollment only if you want Hubspot to create multiple Trello cards for the same record when conditions are met again.

Step 4: Add the Trello Action in the Hubspot Workflow Editor

Once your triggers are in place, add the Trello‑specific action that will create the card.

1. In the workflow editor, click the + icon where you want the Trello action to run.

2. In the action panel, search for Trello.

3. Select Create Trello card (or the equivalent Trello action available).

4. Choose the Trello Board where new cards should be created.

5. Select the Trello List on that board.

Hubspot will now know exactly where to send new cards in your Trello account.

Map Hubspot Fields to Trello Card Details

To keep your Trello board informative, map CRM properties to the card content.

• Card name: use tokens such as deal name, ticket subject, or contact name.
• Description: insert key details from Hubspot, like amount, pipeline, or ticket body.
• Due date: map a date property, for example, close date or SLA due date.
• Labels or members: when available, align with your Trello labels or assign team members.

Use personalization tokens in Hubspot so each Trello card automatically reflects the specific record that triggered it.

Step 5: Test and Review the Hubspot–Trello Automation

Before activating the workflow for all records, test the configuration carefully.

1. In the workflow editor, look for a Test or Review option.

2. Select a sample record that matches your enrollment criteria.

3. Run a test to see if the Trello card is created as expected.

4. Check the card on your Trello board:

   • Is it in the correct list?
   • Does the name look correct?
   • Are mapped details from Hubspot showing as desired?

5. Adjust the workflow action if any information is missing or not formatted well.

Only when test results look correct should you turn the workflow on for all eligible records in Hubspot.

Managing and Improving Your Hubspot Trello Workflows

After the initial setup, regularly review performance and make improvements.

• Monitor Trello boards to ensure cards are being created at the right volume.
• Refine triggers in Hubspot if you see too many or too few cards.
• Update mapping to include new fields, such as priority or owner.
• Document your process so teams understand which Hubspot actions generate Trello tasks.

For deeper marketing and CRM optimization beyond this specific integration, you can explore specialized consulting resources like Consultevo.

Where to Find the Official Hubspot–Trello Documentation

This guide is aligned with the official steps published in the HubSpot Knowledge Base. For screenshots, the latest UI changes, and advanced notes, review the original documentation here:

Create Trello cards with workflows in HubSpot

Next Steps for Scaling Your Hubspot Automation

Once you see success with a single board, expand your automation strategy:

• Create separate workflows in Hubspot for different pipelines or teams.
• Use branching logic to send records to different Trello lists based on conditions.
• Combine Trello actions with internal notifications to keep owners updated.
• Review workflows quarterly to align with new sales or service processes.

By thoughtfully connecting Trello to your Hubspot automation, you centralize customer data while keeping execution tasks organized in a visual project management tool. The result is a smoother handoff between CRM insights and day‑to‑day team actions.

Need Help With Hubspot?

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