Connect HubSpot and
Trello with AI

Sync deals, contacts, and pipeline changes directly to your project boards. Stop manually creating Trello cards for new deals or updating boards when opportunities move through your funnel. Redbird keeps your CRM and project workflows in sync automatically.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Create Trello cards automatically when deals reach specific pipeline stages

When a deal enters 'Proposal Sent' or 'Contract Negotiation' in HubSpot, Redbird creates a corresponding card in your implementation or delivery board with deal context, timeline, and customer details. Your operations team sees what's coming without checking the CRM daily.

Update HubSpot deal properties when Trello cards move between workflow stages

As your delivery team moves cards through 'In Progress', 'Review', and 'Complete' on Trello, Redbird updates custom deal properties or activities in HubSpot. Sales and CS teams always know project status without leaving their CRM.

Generate Trello onboarding checklists from closed-won HubSpot deals with customer data

When deals close in HubSpot, Redbird creates structured onboarding cards in Trello with customer-specific details, product tier information, and contract terms pulled from deal properties. Implementation teams start with complete context instead of hunting through records.

Log Trello card completion and comments back to HubSpot deal timelines

When critical project tasks complete in Trello or team members add important updates, Redbird creates timeline entries in the associated HubSpot deal. Customer-facing teams see delivery progress and milestones without accessing separate boards.

Create campaign execution cards in Trello when HubSpot contacts hit lead score thresholds

When contacts reach MQL status or specific lead scores in HubSpot, Redbird generates task cards for your marketing team in Trello with contact details, engagement history, and recommended next actions. Campaign execution becomes event-driven instead of manually triggered.

Alert sales reps in HubSpot when assigned Trello project cards become overdue

Redbird monitors Trello cards linked to deals and creates tasks or updates deal properties in HubSpot when delivery timelines slip. Account owners get visibility into at-risk implementations before customers need to ask for updates.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize HubSpot and Trello with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands HubSpot's deal stages, custom properties, and contact lifecycle alongside Trello's board structures, card metadata, and workflow automations.

AI that understands CRM pipelines and project boards

Redbird maps HubSpot's deal objects, contact properties, pipeline stages, and custom fields to Trello's cards, lists, labels, custom fields, and due dates. Our AI recognizes when deal context should flow into card descriptions, which HubSpot properties map to Trello custom fields, and how to maintain relationships between closed deals and active project cards. You describe the workflow once—Redbird handles the schema mapping, data transformation, and ongoing sync logic.

Deal-to-card mapping
Pipeline stage tracking
Custom field synchronization
Bi-directional status updates
10×

faster than building Zapier chains or custom HubSpot workflows with webhooks

No workflow builder configuration, webhook endpoints, or manual field mapping between systems

Auto-generated reports

Redbird can pull from HubSpot and Trello simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either HubSpot or Trello.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from HubSpot into Trello, or from Trello back into HubSpot. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any deal change, contact update, or card movement across both platforms.

HubSpot
Triggers & Actions
Trigger

Deal stage changes

Trigger workflows when deals move to specific pipeline stages like Qualified, Proposal, or Closed Won.

Trigger

Contact property updates

React when contact lifecycle stage, lead score, or custom properties change in HubSpot.

Trigger

New deal created

Start workflows immediately when sales reps create new opportunities in any pipeline.

Action

Update deal properties

Write project status, completion dates, or custom field values back to deal records.

Action

Create timeline activities

Log project milestones, deliverable completions, or blockers to deal timelines for visibility.

Action

Add contacts to lists

Segment contacts into active lists based on project status or Trello card completion.

Trello
Triggers & Actions
Trigger

Card moved to list

Trigger when cards move between workflow stages like 'To Do', 'In Progress', or 'Done'.

Trigger

Card completed or archived

React when project tasks are marked complete or archived from active boards.

Trigger

Due date approaching or overdue

Start workflows when task deadlines are within a threshold or have passed.

Action

Create cards with context

Generate new Trello cards with deal details, contact info, and custom field data from HubSpot.

Action

Update card descriptions and fields

Sync CRM changes into card details, custom fields, or checklists automatically.

Action

Add labels and assign members

Apply categorization labels or assign team members based on HubSpot deal owner or product type.

HubSpot
+
Trello

Ready to connect your stack?

Stop manually syncing deals and project cards between HubSpot and Trello. Redbird keeps your CRM and boards aligned so sales, delivery, and operations teams always work from the same source of truth.

Get started → Book a demo