HubSpot Diamond Solutions Partner

HubSpot & Trello Integration: Connect Your Sales and Project Workflows

Bridge the gap between your commercial and delivery teams by connecting HubSpot CRM with Trello. Automate project handoffs and gain complete visibility into project status, ensuring a seamless customer experience from sale to delivery.

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98.5%

Client Retention

275+

Platforms Integrated

16B+

Fields Synced Annually

HubSpot Diamond Partner

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Schedule a discovery call with our integration experts to learn how a custom connection between HubSpot and Trello can create a seamless, automated workflow from sales to project delivery.

Empower Your Project Teams with Full Customer Context

Eliminate manual project setup and information handoffs. By syncing HubSpot deals and tickets directly to Trello, you can automatically create new project cards on the correct boards with all the necessary customer information attached. This ensures your delivery teams have the context they need to start work immediately and successfully.

Automated Project Kickoffs: Automatically create a new Trello card or board from a template when a HubSpot deal is marked 'Closed Won.'

Centralized Customer Information: Attach key deal information, contacts, and notes from HubSpot directly to the corresponding Trello card.

Standardized Workflows: Ensure every new project follows a consistent process by using Trello templates triggered by HubSpot events.

Unlock Real-Time Project Visibility in Your CRM

Give your sales, marketing, and service teams a direct line of sight into project and task progress without ever leaving HubSpot. By syncing status updates from Trello back to the HubSpot record, your commercial teams can have more informed conversations with clients and proactively manage relationships based on real-time delivery status.

View Project Status in HubSpot: See the status of a Trello card (e.g., 'In Progress,' 'Completed') directly on the associated HubSpot deal or ticket record.

Trigger Automated Client Updates: Use HubSpot workflows to send automated email updates to clients when their project moves to a new list in Trello.

Improve Account Management: Equip account managers with the project status information they need to identify upsell opportunities or address potential issues.

A Flexible Sync Architecture That Molds to Your Business

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

Standard, one-size-fits-all connectors force you into a rigid workflow. Our custom integration is engineered to map the data flow to your specific sales-to-delivery handoff process, ensuring the technology supports your unique operational needs, not the other way around.

Bi-Directional & Uni-Directional Sync: Control the flow of information precisely between HubSpot and Trello to keep both teams perfectly aligned.
Real-time & Scheduled Syncs: Trigger card creation instantly based on a deal closing or run batch updates on a schedule that fits your team's cadence.
Custom Sync Logic & Triggers: Define the exact conditions for automation, such as creating a card only when a deal from a specific pipeline closes.
High-Volume Data Handling: Our architecture is built to reliably manage a high volume of tasks and projects without compromising performance.

Comprehensive Object & Field Mapping

We ensure seamless data translation between HubSpot and Trello by mapping CRM objects to your project management structure.

HubSpot

Trello

Deals
Tickets
Companies / Contacts
Deal/Ticket Properties

Cards
Cards
Card Members
Checklists or Descriptions

Deals Cards
Tickets Cards
Companies / Contacts Card Members
Deal/Ticket Properties Checklists or Descriptions

Why Integrate IQ?

Our four pillars for delivering successful outcomes on complex projects.

Mastery of Complexity

We thrive on custom API integrations, multi-system migrations, and 'messy data' that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.

Pragmatic Innovation

Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.

De-Risking the Process

Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.

The Expert You Call

We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.

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Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverab…

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship…

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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Frequently Asked Questions

While Zapier is excellent for basic, one-way triggers, our custom solution offers robust, bi-directional syncing and handles complex logic. We can map custom fields, manage updates to existing cards, and provide a level of reliability and detailed error handling that is critical for core business workflows.

Yes. We can configure the integration to not only create a card on a designated board and list but also apply a specific card template. This ensures every new project starts with the correct subtasks, checklists, and assigned team members.

Absolutely. The bi-directional sync allows Trello events to trigger updates in HubSpot. When a project card is moved to your 'Completed' list, we can automatically update a custom property on the HubSpot deal, which can then be used to trigger invoicing or post-project follow-up workflows.

Yes. Our solution can map any standard or custom property from a HubSpot record and sync that data to the Trello card's description or to custom fields on the card. This ensures your project team has all the unique details they need right where they work.