Automate Trello Card Creation from Google Forms Lead Submissions

Overview

This workflow automates the process of capturing new lead submissions from Google Forms and instantly creating corresponding Trello cards. By integrating Google Sheets (as the form response collector) with Trello, it ensures that every new lead is tracked and actionable within your project management system.

Key Features

• Real-Time Trigger: Detects new Google Forms submissions via Google Sheets trigger.
• Data Mapping: Extracts and formats lead data, including company size and lead source options.
• Trello Integration: Automatically creates and updates Trello cards with custom fields for each new lead.
• Conditional Logic: Utilizes switches to handle different lead scenarios and data paths.
• Custom Field Management: Updates Trello custom fields for enhanced lead tracking.

Benefits

• Eliminates manual data entry, reducing errors and saving time.
• Ensures no lead is missed by automating the transfer from form to Trello.
• Centralizes lead management for improved team collaboration and follow-up.

Use Cases

• Sales teams capturing inbound leads from marketing campaigns.
• Agencies managing client inquiries and onboarding.
• Any business needing to streamline lead intake and tracking using Google Forms and Trello.