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Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details. |
Make Trello a part of your sales process
For example; Create a card in a Trello board once an order has been placed for client onboarding.
The Trello app shows a widget in the opportunity and order window for easy card creation in any of your Trello boards and lists.
How to install
The Trello app is installed per user and there are no special settings you need to do except allowing Upsales to use your Trello account.
- Navigate to settings > apps > Trello
- Connect your Trello account
The information you can send to Trello
When you create a card inside Trello from Upsales you can use our personalization tags to make the information dynamic based on your opportunity. You can use them in card title and description and you add this information in app settings.
| Opportunity/Order field in Upsales | Personalization tag | ||
| Description | {{order.description}} | ||
| Date when the order was lost/won | {{order.closeDate}} | ||
| Date | {{order.date}} | ||
| Notes | {{order.notes}} | ||
| Sales rep (user) | {{order.user}} | ||
| Company | {{order.client}} | ||
| Contact | {{order.contactName}} | ||
| Stage | {{order.stage}} | ||
| Value | {{order.value}} | ||
| Order rows | {{order.orderRows}} | ||
| Order rows (Picking fields) | {{order.orderRows | <fieldName> | <fieldName>}} | ||
| Custom field | {{order.custom.<customFieldNameInCamelCase>}} | ||
| Value in master currency |
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