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Insightly CRM & Trello Integration

Integrations > Trello

Trello is a project management and collaboration tool that uses visual boards, lists, and cards to help teams organize tasks and projects. Allowing users to create, assign, and track tasks makes managing and prioritizing work visually and intuitively easy.

Why integrate Insightly and Trello with AppConnect?

Enhance projects and task management within customer relationship processes. Integrating Trello with Insightly CRM helps teams track and prioritize tasks and improve collaboration across departments.

Use Cases: Integrating Insightly and Trello with AppConnect

  • Create Trello cards from new opportunities Trigger the creation of a new card in Trello every time a new opportunity is added to your Insightly CRM instance. This automation ensures that your team stays organized and on top of their tasks, with relevant information from Insightly readily available in Trello for streamlined project management and collaboration.
  • Task and activity management Sync tasks, events, and activities from Insightly CRM to Trello cards. This enables project teams to manage and track their workload effectively. Team members can collaborate on Trello cards, update task statuses, and attach relevant documents or notes.
  • Easily share updates across teams Integrating Insightly CRM with Trello can help foster collaboration between sales, marketing, and project teams. This integration enhances team collaboration by simplifying information sharing and ensuring that relevant teams are notified, maximizing efficiency and alignment across the organization.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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