Keep your project boards in sync with your sales pipeline. Automatically create cards, assign members, and attach files when deals progress.
AI Powered Board Management
Use HubSpot Workflows to trigger actions when a deal reaches a specific stage (e.g., "Ready for Install").
Instantly generate a Card on the correct Board and List. Populate it with checklists, due dates, and labels.
Don't rely on sticky notes or emails. Follow these 4 simple steps to automate your board.
Authorize RhinoAgents to access your HubSpot CRM and Trello Boards.
Select the destination Board (e.g. "Client Projects") and List (e.g. "Incoming").
Set the Card Name to the Deal Name. Add the Deal Description to the Card Description.
Enable the automation. Cards appear instantly. Your team gets notified.
Automatically organize your project pipeline based on deal stages.
When a Deal is moved to "Contract Sent" in HubSpot, creates a new Card in the "Contracts" list on the Trello "Sales" board. Add the label "Urgent" if the deal amount is over $10,000. Add a checklist "Follow-up Steps".
Prompt copied to clipboard! You can now paste it into your AI workflow.
Keep sales and operations in perfect sync. No more "I forgot to add that to the board".
RhinoAgents.com – Automate Your Boards.
Everything you need to know about connecting HubSpot to Trello using RhinoAgents.
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