HubSpot and Trello, ready to switch on
New deals become cards in the Trello list you choose with the amount and the owner on them, and moving a card to another list moves the deal to the stage you mapped. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all HubSpot integrations · all Trello integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| New deal becomes a card | HubSpot to Trello | Within seconds | In the list you choose, with the amount, the owner and a link back to the deal |
| Card moves the deal | Trello to HubSpot | Within seconds | The lists you map are stages, so a card dragged to Proposal moves the deal to Proposal |
| Stage moves the card | HubSpot to Trello | Within seconds | The same mapping the other way round, for the half of the team that lives in the CRM |
| Card comments | Trello to HubSpot | Within seconds | Added to the deal timeline with their author, so the CRM keeps the discussion too |
| Labels you already use | HubSpot to Trello | With every card | The deal source or its priority becomes a label that exists on the board |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the HubSpot private app token and the Trello key and tokenEach has a short guide. About eight minutes. If one doesn't work, a person joins the chat.
- Win one test dealA minute or two. Move a test deal to the stage you chose and watch the card appear in the list. From then on we watch it for you.
When HubSpot or Trello changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Which deals create work?
The ones that reach a stage you name. Most teams start at won, then add a second trigger once they see it working.
Does delivery have to open the CRM?
No, that is the point. Everything they need lands on the card: the customer, the amount, the notes. Sales gets the finish date back without asking for a status update.
Is the board in charge, or the CRM?
Both, in the places you pick. Lists you map move the deal, and anything else on the board is just the board. We agree the mapping with you before switching on.
Anything to know about HubSpot?
Private apps are available on the free CRM, so no paid plan is needed for the token.
Anything to know about Trello?
The token belongs to the member who created it, so cards appear as created by that person, and the connection stops if they leave the workspace.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.
