Visualize your sales success. When an Opportunity advances in Salesforce, our AI Agent automatically creates and moves Trello cards to keep your delivery team in the loop.
AI Powered Kanban Sync
Track your pipeline. RhinoAgents monitors Salesforce for stage changes, new lead assignments, and task updates.
Manage your work. Cards are created, labeled, and moved across lists automatically to reflect the real-time status of your deals.
Connecting your CRM and Boards shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Trello accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Salesforce events (Lead Converted, Contract Sent). Our AI detects when to update your boards.
Let our AI Agent automatically map Salesforce fields (Close Date, Account Value) to Trello Card Dates, Labels, and Descriptions.
Enable the sync. Your Salesforce activity now drives your Trello workflow. Track card movements from your dashboard.
Automatically create a Card in the 'Incoming Leads' list in Trello when a new Lead is created in Salesforce, adding a red label if the lead source is 'Hot'.
When an Opportunity stage moves to 'Proposal Sent' in Salesforce, create a Trello card on the 'Proposals' board. Description should include the Opportunity Amount and Next Step.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Keep everyone on the same page. Visualize your Salesforce data on Trello boards with RhinoAgents connecting Salesforce to Trello.
RhinoAgents.com – Automate Your Boards.
Everything you need to know about connecting Salesforce to Trello using RhinoAgents.
Connect your sales pipeline to your project boards. Join teams using RhinoAgents today.