How to Connect HubSpot and Trello: Step-by-Step Guide (2026)

In today's fast-paced business environment, efficient workflow and seamless communication are critical for success. Companies increasingly rely on specialized tools to manage different aspects of their operations. HubSpot stands as a leading CRM, sales, and marketing platform, helping businesses attract, engage, and delight customers. Trello, on the other hand, is a visual project management tool that empowers teams to organize tasks, track progress, and collaborate effectively.

While both platforms excel in their respective domains, a common challenge arises when the data and activities within HubSpot need to translate into actionable tasks and projects in Trello. Manually transferring information between these systems can lead to delays, data inconsistencies, and a significant drain on valuable team resources. This disconnect often results in sales teams lacking visibility into project progress, and project teams missing crucial context from customer interactions.

Connecting HubSpot and Trello creates a bridge between your customer-facing operations and your internal project execution. This integration ensures that customer data, sales progress, and marketing initiatives flow directly into your project management workflows, fostering better collaboration, reducing manual errors, and ultimately accelerating project delivery and improving customer satisfaction. By automating the data exchange, your teams can focus more on strategic work and less on administrative tasks, ensuring that every customer interaction or sales opportunity seamlessly progresses into a structured project or task.

What You Need Before You Start

Before you begin connecting HubSpot and Trello, ensure you have the following:

• Active HubSpot Account: You will need an active HubSpot account with administrator or sufficient integration permissions. This allows the integration platform to access your CRM data.
• Active Trello Account: Similarly, an active Trello account with administrator or board management permissions is required. This grants permission to create cards, lists, or interact with boards.
• Clear Workflow Definition: A precise understanding of what you want to achieve. For instance, "When a deal reaches 'Closed Won' in HubSpot, create a new project board in Trello." Defining this workflow upfront saves time during the setup process.
• An Integration Platform: A third-party integration platform is essential to automate the connection between HubSpot and Trello. These platforms act as intermediaries, allowing different applications to communicate without custom code. While many options exist, platforms like Make.com provide robust no-code/low-code solutions for building complex workflows.

Step-by-Step Guide: Connecting HubSpot and Trello

This guide outlines the process using a common integration platform approach, which offers flexibility and powerful automation capabilities. For this example, we'll assume you're using a platform like Make.com.

1. Step 1: Define Your Integration Workflow and Triggers

   Before touching any software, clarify the exact scenario you want to automate. What event in HubSpot should trigger an action in Trello, or vice-versa? Common scenarios include:

   • A new deal reaching "Closed Won" in HubSpot should create a project card or board in Trello.
   • A contact's lifecycle stage updating in HubSpot should trigger a task for the internal team in Trello.
   • A new comment on a Trello card should create a task or note in a related HubSpot deal.

   Having a clear goal will guide your setup.

2. Step 2: Choose and Log In to Your Integration Platform

   Navigate to your chosen integration platform (e.g., Make.com). If you don't have an account, sign up and log in. Most platforms offer a clear interface to start building new automated workflows, often called "scenarios" or "zaps."

3. Step 3: Create a New Scenario/Workflow

   On your platform's dashboard, locate the option to create a new scenario or workflow. This is where you will define the sequence of events and actions between HubSpot and Trello.

4. Step 4: Connect HubSpot as the Trigger Module

   Add your first module, which will be the trigger. Search for "HubSpot" and select it. You will then need to choose a trigger event. Examples include:

   • Watch Deals: Triggers when a new deal is created or an existing deal is updated.
   • Watch Contacts: Triggers when a new contact is created or updated.
   • Watch Companies: Triggers when a new company is created or updated.

   Once you select the trigger, you will be prompted to connect your HubSpot account. Follow the on-screen instructions, which typically involve signing into your HubSpot portal and granting the integration platform the necessary permissions. You may also need to configure specific filters for your trigger (e.g., only trigger for deals in a specific pipeline or stage).

5. Step 5: Connect Trello as the Action Module

   After setting up your HubSpot trigger, add your second module, which will be the action. Search for "Trello" and select it. Choose the action event that corresponds to your workflow goal. Common Trello actions include:

   • Create a Card: Creates a new card on a specified Trello list.
   • Create a Board: Creates a new Trello board.
   • Update a Card: Modifies an existing Trello card.
   • Add a Comment to a Card: Adds a comment to a specified card.

   Connect your Trello account by signing in and authorizing the integration platform to access your Trello boards and workspaces.

6. Step 6: Map Data Fields Between HubSpot and Trello

   This is a critical step. Once Trello is connected, the integration platform will present you with fields for the Trello action (e.g., Card Name, Description, Due Date, Board ID, List ID). You will use data elements from your HubSpot trigger to populate these Trello fields.

   • For "Card Name," you might select the "Deal Name" from HubSpot.
   • For "Description," you could include "Deal Stage," "Company Name," or "Deal Owner."
   • You can also hardcode values or use lookup tables if needed.

   Ensure that all relevant information from HubSpot is correctly mapped to its corresponding field in Trello to provide context to your project teams.

7. Step 7: Test Your Scenario

   Before activating, it's essential to test your integration. Most platforms offer a "Run Once" or "Test" feature. Manually trigger the HubSpot event (e.g., move a deal to the "Closed Won" stage) or use existing data if the platform allows. Verify that the Trello card or board is created correctly with all the mapped data.

8. Step 8: Activate and Monitor Your Integration

   Once testing is successful, activate your scenario. The integration will now run automatically based on your defined trigger. Periodically monitor your integration's logs or history within the platform to ensure it's running smoothly and addressing any errors that may occur.

Popular Use Cases for HubSpot and Trello Integration

Connecting HubSpot and Trello opens up numerous possibilities for streamlining operations:

• New Sales Deal to Project Handoff: Automatically create a new Trello card or board for a project team whenever a deal in HubSpot reaches the "Closed Won" stage. This ensures prompt project initiation with all necessary client details.
• Customer Onboarding Workflow: When a new customer is added to HubSpot, automatically generate a Trello checklist or card for the onboarding team, ensuring every step of the onboarding process is tracked and completed.
• Marketing Campaign Management: Create Trello cards for specific tasks within a marketing campaign in Trello based on campaign creation or status updates in HubSpot, keeping marketing and execution teams aligned.

Time Savings Estimate

Automating the connection between HubSpot and Trello can significantly reduce the time spent on manual data entry, task creation, and cross-platform communication. For teams manually transferring information, creating tasks, or updating statuses, this can easily save 2-5 hours per team member per week. Over a year, this translates to hundreds of hours saved, allowing employees to focus on strategic work, customer engagement, and project delivery rather than repetitive administrative tasks. Beyond direct time savings, the reduction in errors and improved data consistency further enhances operational efficiency and decision-making.

Frequently Asked Questions

What are the main benefits of integrating HubSpot and Trello?

The primary benefits include improved collaboration between sales, marketing, and project teams, reduced manual data entry and associated errors, streamlined project initiation and management, better visibility into the customer journey from lead to project completion, and enhanced overall operational efficiency.

Do I need coding skills to connect HubSpot and Trello?

No, you do not need coding skills. Modern integration platforms like Make.com are designed to be user-friendly with a no-code/low-code interface. They allow you to build complex workflows using visual drag-and-drop tools and pre-built connectors, making automation accessible to business users.

Can I integrate specific data fields from HubSpot into Trello?

Yes, integration platforms provide robust data mapping capabilities. You can precisely select which data fields from HubSpot (e.g., deal name, deal owner, company name, custom properties) you want to transfer and map them to specific fields or descriptions within Trello cards, lists, or boards.

Written by Vangari Sai Sampath, Automation Specialist · Integration Directory · Hyderabad, India