How To Merge Trello With Pipedrive
- Create Accounts: Ensure you have active accounts on both Trello and Pipedrive.
- Access Trello Board: Open the Trello board you want to integrate.
- Go to Pipedrive: Log in to your Pipedrive account.
- Find Integrations: Navigate to the 'Integrations' section in Pipedrive.
- Search for Trello: Look for Trello in the list of available integrations.
- Click on Connect: Select the option to connect Trello with Pipedrive.
- Authorize Access: Grant permission for Pipedrive to access your Trello account.
- Set Up Integration: Follow the prompts to configure how you want the two apps to work together.
- Test the Integration: Create a test card in Trello and check if it appears in Pipedrive.
- Adjust Settings: Modify any settings as needed for optimal workflow.
