How To Integrate Trello With Pipedrive
- Create Accounts: Ensure you have active accounts on both Trello and Pipedrive.
- Access Pipedrive Settings: Log in to Pipedrive and go to the settings menu.
- Find Integrations: Look for the 'Integrations' section in the settings.
- Select Trello: Search for Trello in the list of available integrations.
- Authorize Connection: Click on 'Connect' and follow the prompts to authorize Trello.
- Set Up Integration: Choose the specific features you want to integrate, like syncing cards or tasks.
- Customize Settings: Adjust any additional settings to fit your workflow needs.
- Test the Integration: Create a test card in Trello and check if it appears in Pipedrive.
- Monitor and Adjust: Regularly check the integration and make adjustments as necessary.
