Close
Trello
Close and Trello Integration
Seamlessly connect your sales pipeline with your project management boards to boost productivity and close deals faster.
Seamlessly connect your sales pipeline with your project management boards to boost productivity and close deals faster.
Our Close and Trello integration bridges the gap between your CRM and project management tools. Automatically sync contacts, deals, and tasks from Close into Trello boards, enabling your team to visualize sales progress and collaborate effectively. Keep everyone aligned by turning sales activities into actionable Trello cards, ensuring no opportunity slips through the cracks.
The integration syncs your Close CRM data such as contacts, deals, and tasks directly into Trello boards as cards. This allows your team to track sales progress visually and manage follow-ups or project tasks within Trello.
Yes, you can configure which types of Close data—like deals, contacts, or tasks—are synced to specific Trello boards and lists, tailoring the integration to your workflow.
The integration syncs data frequently to ensure your Trello boards reflect the latest updates from Close, helping your team stay up to date without manual effort.
No technical expertise is required. Our user-friendly setup guides walk you through connecting Close and Trello step-by-step, so you can get started quickly.
Absolutely. By bringing sales data into Trello, your sales, marketing, and project teams can collaborate more effectively, track progress visually, and ensure timely follow-ups to close deals faster.
