I’m trying to create a Zapier automation that will automatically generate Trello cards when existing Salesforce opportunities are marked as Closed Won. The issue I’m encountering is that Zapier only seems to capture new opportunities, not any updates made to them.
To clarify, if an opportunity is created on a Tuesday but isn’t marked as Closed Won until the following Monday, Zapier won’t trigger the automation again, since it already processed that opportunity upon its creation.
I want this automation to activate specifically when the opportunity status is updated to Closed Won, regardless of when it was first created. This is likely a common need for many sales teams.
Has anyone figured out how to make this work using Zapier’s Salesforce integrations? I’m curious if there’s a specific trigger or a workaround that I might be overlooking.
yeah, this zapier issue catches everyone. pro tip: add a 2-3 min delay b4 creating the trello card. salesforce needs time to finalize opportunity data after status changes. i’ve seen cards created with missing fields coz the data wasn’t fully updated yet.
To achieve the automation you’re seeking, use the ‘Updated Record’ trigger in Zapier’s Salesforce integration instead of the ‘New Record’ trigger. This allows you to monitor changes to existing opportunities. Make sure to set a filter to activate the zap only when the Stage field changes to ‘Closed Won’ to avoid being triggered by minor updates. I’ve utilized this setup for several months with great success. Do keep in mind that the polling intervals can vary based on your Salesforce plan, with most paid accounts catching updates roughly every 15 minutes.
I hit this same issue last year. The Updated Record trigger works like miar said, but I added an extra filter that made it way more reliable. I filtered for opportunities where Stage contains “Closed Won” AND LastModifiedDate is recent. This stops the automation from triggering on old Closed Won records during the initial sync. Quick heads up - if you’re on Salesforce Professional, polling is slower than Enterprise, so keep that in mind. I’ve been running this setup for 8 months now and our sales team sees Trello cards pop up within 20-30 minutes of closing deals.