What this article covers:
Best use cases for a HubSpot Deals + Trello integration
What fields are synced
Best use cases
Streamlining sales processes
Are you constantly going back and forth between HubSpot and Trello? Maybe your salespeople spend most of their day handling deals and tasks in HubSpot while their managers and other teams live in Trello. That means all your approvals and technical requests need to go through Trello at some point — unless you're forcing people to jump back and forth between tools. This integration can send HubSpot deals to Trello and turn them into Trello cards, so all that work can happen in both tools simultaneously.
Keeping an enriched database
Do you wish you had a single place where you could see all the deals you lost in the past month? Or maybe you want a visual way to understand how much MRR certain deals are bringing in? While Trello isn't the strongest databasing tool out there, it's a great way to see things visually. By syncing HubSpot deals to Trello, you can organize your deals across multiple boards and get a better look at your pipeline.
What is synced?
HubSpot | Trello | |
Close Date | ←→ | Due Date |
Deal Name | ←→ | Card Title |
Priority | ←→ | List |
Deal Stage | ←→ | List |
Deal Type | ←→ | Label |
Pipeline Name | → | Label |
Deal Owner | → | Member |
Create Date | → | Start Date |
Amount | → | Description Footer |
Company | → | Description Footer |
Contact | → | Description Footer |
Line Item | → | Description Footer |
Updated At | → | Description Footer |
URL | → | Description Footer |
In addition to these standard fields, Trello has a number of custom fields that can be mapped to fields in HubSpot:
Single-Select dropdown
Number
Checkbox
Date
Text