Send lead into Trello automatically
Create a trigger that will send your lead automatically to Trello. You can also do this manually, directly from the Insights section. See Send lead manually into Trello
Integrate your Trello account to Triggerbee
Navigate to the Automation section, create a new automation and give it a descriptive name. Select the trigger of the automation, in this case we'll use a goal as a trigger.
- Select the action you want to happen based on the Trigger. In this case, click the "Create Card" action.
Fill out the information requested in the action.
- List - Choose the list on your board you want the card to appear on
- Assign to - Assign to the right account owner
- Click Save!