Connect Salesloft and
Trello with AI

Redbird AI syncs your sales engagement data with visual project boards automatically. Stop manually updating Trello cards when deals progress, cadences complete, or accounts need attention. Let your sales motion drive your team's workflow visibility.

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 when Salesloft cadences reach specific steps or complete

Automatically generate Trello cards when prospects hit key cadence milestones—step 5 reached, cadence completed, or manually removed. Sales activity becomes visible project tasks without rep data entry. Perfect for coordinating follow-up across sales, CS, and marketing.

Move Trello cards across lists when Salesloft opportunity stages change

Sync pipeline progression directly to your Trello workflow boards. When a Salesloft opportunity moves from Qualification to Demo or Demo to Proposal, the corresponding Trello card advances automatically. Keep cross-functional teams aligned on deal status without Slack updates or status meetings.

Update Trello card descriptions with Salesloft call summaries and engagement metrics

Enrich Trello cards with real engagement context from Salesloft—recent call dispositions, email reply rates, and last touch date. Give non-sales teams the account intelligence they need without digging through Salesloft or asking reps for updates.

Add Salesloft prospects to cadences when Trello cards move to specific lists

Trigger outbound sequences based on Trello workflow state. When a prospect card moves to 'Ready for Outreach' or 'Re-engagement Queue,' automatically add them to the appropriate Salesloft cadence. Turn your planning board into a cadence orchestration layer.

Create Trello cards for high-intent accounts based on Salesloft engagement thresholds

Automatically flag accounts that hit engagement signals—3+ email opens in 24 hours, positive call disposition, or demo requested. Generate Trello cards for CS handoff, marketing ABM activation, or executive engagement. Turn sales intelligence into cross-functional action.

Log Salesloft activity updates when Trello card due dates or assignees change

Keep Salesloft account records current when your Trello workflow shifts. When card owners or timelines change, log updates in Salesloft custom fields or activity feed. Ensure reps always see the latest coordination plan without checking multiple tools.

Live in four steps

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

01

Connect your accounts

Authorize Salesloft 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 AI understands Salesloft's engagement schema and Trello's card structure, so you can automate workflows that connect sales execution to visual project tracking.

AI that understands sales engagement and Kanban workflows

Redbird maps Salesloft cadence steps, person stages, call dispositions, and opportunity fields to Trello boards, lists, cards, and custom fields. The system understands when engagement events should trigger workflow state changes and how to structure sales context in card descriptions. You can query across both systems—'which accounts in Trello have completed cadences but no demo scheduled?'—and route data based on engagement signals, cadence completion, or board position without writing conditional logic.

Cadence milestone mapping
Opportunity stage sync
Engagement context enrichment
Cross-system workflow queries
10×

faster than building Salesloft webhooks and Trello API scripts for each workflow

No custom API development, webhook handlers, or manual card updates across tools

Auto-generated reports

Redbird can pull from Salesloft 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 Salesloft 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 Salesloft into Trello, or from Trello back into Salesloft. 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 sales engagement event or Trello workflow change—Redbird handles the rest.

Salesloft
Triggers & Actions
Trigger

Cadence step completed

Fires when a prospect reaches or completes a specific step in any Salesloft cadence.

Trigger

Opportunity stage changed

Triggers when a Salesloft opportunity moves between pipeline stages or closes.

Trigger

Call disposition logged

Fires when a rep logs a call with specific disposition types like Connected, Demo Scheduled, or Not Interested.

Action

Add person to cadence

Enroll a prospect into a specific Salesloft cadence with custom step assignment.

Action

Update person custom fields

Write data to Salesloft person custom fields based on Trello workflow state or metadata.

Action

Create account note

Log structured notes or context updates on Salesloft account records from external events.

Trello
Triggers & Actions
Trigger

Card moved to list

Fires when a Trello card is moved to a specific list on any board.

Trigger

Card assigned to member

Triggers when a Trello card is assigned to a specific team member or changes ownership.

Trigger

Due date approaching or passed

Fires when a card's due date reaches a threshold or becomes overdue.

Action

Create card with context

Generate Trello cards with pre-filled titles, descriptions, labels, and custom field data from Salesloft.

Action

Update card description

Append or replace Trello card descriptions with formatted data from sales engagement activity.

Action

Move card to list

Automatically advance cards across Trello lists based on Salesloft pipeline or cadence events.

Salesloft
+
Trello

Ready to connect your stack?

Sync Salesloft engagement data with Trello workflows in minutes. Redbird AI handles the mapping, transformation, and orchestration so your sales motion drives cross-functional visibility.

Get started → Book a demo