Connect Pipedrive and
Trello with AI

Sync sales deals to project boards automatically. Stop manually creating Trello cards for new opportunities, copying deal details across systems, or chasing down which projects map to which pipeline stages.

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 enter specific pipeline stages

When a Pipedrive deal moves to 'Contract Sent' or 'Closed Won', instantly create a Trello card in your onboarding or delivery board with deal details, contact info, and custom field values. Keep delivery teams in sync without sales reps touching Trello.

Update Pipedrive deal stages when Trello cards move across workflow columns

Sync project progress back to your CRM. When delivery teams move a Trello card to 'In Progress' or 'Completed', automatically update the corresponding Pipedrive deal stage so sales leaders see real fulfillment status without leaving their pipeline view.

Mirror high-value deal activities to dedicated Trello project boards

For enterprise deals or key accounts, automatically create Trello cards when activities are logged in Pipedrive—calls, demos, meetings. Give account teams a visual timeline of sales engagement without duplicate data entry across tools.

Alert sales reps in Pipedrive when Trello deliverables hit blockers

When a Trello card gets a 'Blocked' label or moves to a stuck column, create a Pipedrive activity or note on the related deal. Keep account owners aware of delivery issues that might impact renewal conversations or expansion opportunities.

Enrich Trello cards with Pipedrive deal context and contact data

When deals convert to projects, Redbird pulls deal value, contact details, custom fields, and org data from Pipedrive into Trello card descriptions and custom fields. Delivery teams get full customer context without CRM access or manual handoff docs.

Archive closed-lost deals and remove corresponding Trello project cards automatically

When Pipedrive deals hit 'Lost' status, automatically archive or delete linked Trello cards and clean up project boards. Keep Trello focused on active work without manual cleanup after deals fall through.

Live in four steps

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

01

Connect your accounts

Authorize Pipedrive 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 Pipedrive's pipeline stages, deal fields, and activity logs alongside Trello's board structures, card metadata, and label taxonomies—so your CRM and project boards stay connected without custom code.

AI that understands CRM deals and Kanban workflows

Redbird maps Pipedrive deal stages to Trello board columns, syncs custom fields to card attributes, and tracks which contacts and organizations link to which project cards. It handles deal-to-card relationships, bidirectional status updates, and conditional routing based on deal values or pipeline position. When your sales process changes, Redbird adapts mappings without rebuilding integrations from scratch.

Deal stage mapping
Custom field sync
Bidirectional status updates
Conditional card creation
10×

faster than building Zapier multi-step workflows or writing custom API scripts

No webhook configuration, field mapping spreadsheets, or manual card creation after every deal update

Auto-generated reports

Redbird can pull from Pipedrive 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 Pipedrive 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 Pipedrive into Trello, or from Trello back into Pipedrive. 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 Pipedrive deal event or Trello board change—Redbird handles the rest across both systems.

Pipedrive
Triggers & Actions
Trigger

Deal stage changed

Fires when a deal moves to a new pipeline stage in Pipedrive.

Trigger

New deal created

Triggers when a sales rep adds a new deal to any Pipedrive pipeline.

Trigger

Deal won or lost

Activates when a deal status changes to won or lost in Pipedrive.

Action

Update deal custom field

Write data back to any Pipedrive deal custom field from Trello updates.

Action

Create activity on deal

Log a new activity or note on a Pipedrive deal based on Trello events.

Action

Move deal to stage

Change a deal's pipeline stage in Pipedrive based on Trello card status.

Trello
Triggers & Actions
Trigger

Card moved to list

Fires when a Trello card moves to a specific column on any board.

Trigger

Label added to card

Triggers when a team member adds a specific label to a Trello card.

Trigger

Card marked complete

Activates when a Trello card is checked off or moved to a completion column.

Action

Create card on board

Add a new Trello card to any board and list based on Pipedrive deal data.

Action

Update card custom fields

Sync Pipedrive deal information into Trello card custom fields or descriptions.

Action

Archive or delete card

Remove Trello cards automatically when deals close or get marked lost in Pipedrive.

Pipedrive
+
Trello

Ready to connect your stack?

Stop manually syncing deals to project boards. Connect Pipedrive and Trello with Redbird and let your sales and delivery teams work in the tools they already use.

Get started → Book a demo