Turn Pipedrive Deals Into Trello Cards Automatically

Bridge your sales pipeline and project boards so every deal drives action.

Pipedrive tells you where deals stand. Trello shows what needs to happen next. Neotask connects them so boards update automatically.

Automatic Card Creation

Deals at key stages create Trello cards instantly.

Two-Way Visibility

Sales reps see delivery progress. Project teams see deal context.

Stage-Driven Workflows

Deal stage changes trigger card movements and due dates.

What You Can Automate

Sales-to-Delivery Handoff

Create a Trello card when a Pipedrive deal is marked won.

Proposal Tracking

Add a Trello card when a deal reaches Proposal Sent stage.

Lead Nurture Boards

Mirror Pipedrive leads into a Trello nurture board.

Activity Checklists

Populate Trello checklists when new deals are created.

Lost Deal Reviews

Move Trello cards to a review list when deals are lost.

How It Works

Authorize both

Connect Pipedrive and Trello to Neotask.

Define triggers

Choose which deal events create or update cards.

Cards create themselves

Neotask watches your pipeline continuously.

Capabilities

Pipedrive Action	Trello Action	Use Case
Deal won	Create card	Delivery handoff
Deal at Proposal stage	Add card	Proposal tracking
New contact	Create card in nurture board	Lead nurturing
Deal stage change	Move card	Pipeline mirroring
Deal lost	Move card to review	Win-loss analysis

Bridging Sales and Project Management

Sales in Pipedrive. Projects in Trello. When a deal closes, someone manually creates a card. That handoff breaks constantly.

Key Advantages

Deal won creates Trello card with full context
Deal stages mirror as Trello list movements
New contacts create cards in nurture boards
Lost deals move to review lists
Checklists populate from deal requirements

Try Asking Neotask

When a deal is won, create a Trello card in [board] on [list] with deal name and value.
When a deal moves to [stage], add a Trello card to [list] with a due date of [X days].
Create a Trello checklist with these steps: [step 1], [step 2], [step 3].
When a deal is created for [company type], add a card to [nurture board].
When a deal is lost, move the matching Trello card to [archive list].

Pro Tips

Tip

Use Trello labels to mirror Pipedrive deal values.

Tip

Include the Pipedrive deal URL in card descriptions.

Tip

Set up a separate board for lost deals for analysis.

Frequently Asked Questions

Can Trello card moves update Pipedrive?

Yes. Bidirectional sync is supported.

Can I map custom fields?

Yes. Any Pipedrive field can map to card details.

What about duplicate cards?

Neotask checks for existing cards before creating.

Connect Your Pipeline to Your Project Board

Stop losing deals in handoffs.

Start free

Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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