How To Integrate Trello With Calendly

How To Integrate Trello With Calendly

  1. Create Accounts: Sign up for both Trello and Calendly if you haven't already.
  2. Access Integrations: Go to the Calendly dashboard and find the integrations section.
  3. Select Trello: Look for Trello in the list of available integrations.
  4. Connect Accounts: Click on the Trello integration and follow the prompts to connect your accounts.
  5. Authorize Access: Allow Calendly to access your Trello boards and lists.
  6. Set Up Triggers: Choose what actions in Calendly will create or update cards in Trello.
  7. Customize Details: Specify details like card title, description, and due dates.
  8. Test Integration: Schedule a test event in Calendly to ensure it creates a Trello card.
  9. Monitor Activity: Check your Trello board to see if the card appears as expected.
  10. Adjust Settings: Fine-tune any settings based on your workflow needs.