Send lead manually into Trello
Send a lead directly from your Insights to Trello
Note that you first need to integrate your Trello account to Triggerbee.
Learn more here: Integrate with Trello
When you have configured the Trello Integration you're ready to go! A common scenario for our smaller B2B-customers is that they use Triggerbee + Trello as their CRM-solution when they don't have access to a pure CRM-tool or are tired of messy excel sheets. If this applies to you and your business, keep on reading.
- Navigate to your Insights and click on the visit you'd like to send into Trello. Press Send to Trello.
Fill out the lead accordingly.
- Message - Choose the message that's gonna show on your new card (for example the web activity of your lead)
- List - Choose the list on your board you want the card to appear on
- Assign to - Assign to the right account owner
Pres Send to Trello and watch your lead magically appear in your Trello board!