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You can send your participants submission data automatically to a Trello board of your choice and select to which list this data should go to by using the native Trello integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Trello's card.
In order to connect the integration, you'll need to login to your Trello account first.
Once you have logged in, you'll need to authorize involve.me to access your Trello account. Just click "Allow" and you'll be all set.
Once you have connected integration, you'll be able to see your connection and the name it currently has.
Trello Boards & Data Mapping
When setting up the integration, you will need to select which one of your Trello boards you want to use, followed by the list that will receive the submission data.
Additionally, you will have the choice to pick the name of your card title, by choosing from a list of predefined options.
Make sure to set this all up before using or testing the integration.
Once the board as been selected, you can also pick which fields you want to receive data for.
Good to Know
A card's tittle will turn into "Submission Date and Time" by default, if the option/data you picked is not being collected.
E.g. If the card's title is set to "phone" but you don't collect a phone number, then the card's title will be the submission's date and time instead.
When using the "Submission Date and Time" option for your card title, the time will be in your timezone.
If you have configured a Trello integration on a funnel and you duplicate said funnel, your integration settings and field mappings will duplicate as well. You can at any time remove the connection for the duplicated funnel and add a different one.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.
About involve.me
involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars.
Create landing pages and website widgets that qualify every lead with scoring and logic: quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake and payment forms. Outcome pages turn scores and results into personalized charts, gauges and graphs.
Every lead lands in the free CRM with its answers, scores and timeline, plus custom properties, tags, dynamic segments and pipeline stages. Branching email workflows then follow up automatically on answers, scores, outcomes, segments, opens and clicks.
The AI Agent builds funnels from a prompt, and AI drafts the email sequences.
60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Free plan available. Free CRM on all plans. Email workflows are on paid plans. Trusted by 4,500+ businesses, SOC 2 Type II audited, and GDPR-compliant.