I’m trying to figure out if Zapier can help me with a specific workflow between Salesforce and Trello. Here’s the deal:
I want to create Trello cards only for Salesforce opportunities that are marked as Closed Won. The tricky part is that I don’t want this to happen when the opportunity is first created, but rather when it’s updated to Closed Won status later on.
For example, if an opportunity is created on Monday but only marked as Closed Won on Friday, I’m not sure if Zapier would catch that change.
Does anyone know if this is doable with the current Zapier-Salesforce integration? It seems like a pretty common need, so I’m hoping there’s a solution out there.
Any tips or workarounds would be super helpful. Thanks in advance!
I’ve actually set up a similar workflow for my team, and it’s totally doable with Zapier! Here’s what worked for us:
We used Zapier’s ‘New or Updated Opportunity’ trigger for Salesforce. This catches any changes to opportunities, including status updates. Then, we added a filter step to only continue if the opportunity stage is ‘Closed Won’.
For the action, we set it to create a new Trello card. We mapped the Salesforce opportunity details to the card fields, which gives us a nice overview in Trello.
One thing to watch out for: make sure your Zapier plan allows for enough tasks per month. We had to upgrade because this zap ran more often than we initially estimated.
Also, consider adding a delay step between the trigger and the action. This can help if there are multiple rapid updates to an opportunity, ensuring you only create one Trello card per win.
Hope this helps! Let me know if you need any more specifics on the setup.
Absolutely, you can set this up with Zapier. I’ve implemented a similar workflow for our sales team. Here’s the gist:
Use the ‘New or Updated Opportunity’ trigger in Zapier for Salesforce. This captures all opportunity changes, including status updates. Add a filter step to only proceed if the stage is ‘Closed Won’.
For the action, configure it to create a new Trello card. Map relevant Salesforce opportunity details to the card fields for a comprehensive overview.
A word of caution: monitor your Zapier task usage. This zap might run more frequently than expected, potentially requiring a plan upgrade.
Consider adding a delay step between trigger and action to prevent duplicate cards if there are multiple rapid updates to an opportunity.
This setup has significantly streamlined our post-sale processes. Let me know if you need more specific guidance on implementation.
yes, it’s totally possible! i’ve done something similar. use the ‘New or Updated Opportunity’ trigger in Zapier, then add a filter for ‘Closed Won’ status. that’ll catch opportunities when they’re updated to Closed Won, not just new ones. works like a charm for us!