Trello: Automated Board Creation & Card Management

Overview

Automatically create Trello boards and cards for new projects, keeping your team organized and on track.

Steps

1. Trigger: HubSpot – New Deal Won
2. Create Board: Trello – New Project Board with deal name
3. Set Up Lists: Trello – Configure Lists (To Do, In Progress, Review, Done)
4. Create Cards: Trello – Generate Task Cards from project template
5. Add Labels: Trello – Apply Color Labels for priority and service type
6. Invite Team: Trello – Add Team Members to board

Tip

Use Trello's Power-Up integrations to connect with time tracking, file storage, and other tools your team uses daily.