Trello is a popular project management tool that allows teams to collaborate and organize tasks effectively. However, manually entering website inquiries into Trello can be time-consuming and error-prone. In this article, we will discuss how to automatically pull website inquiries into Trello using Zapier.
Step 1: Create a Zapier Account
The first step is to create a Zapier account if you don’t already have one. Zapier is an automation tool that allows you to connect different apps and services together. Once you have created your account, you can start creating zaps.
Step 2: Create a New Zap
To create a new zap, click on the “Make a Zap!” button in the top right corner of the screen. This will take you to the zap creation page where you can select the trigger and action apps.
Step 3: Select the Trigger App
In this case, we want to pull website inquiries into Trello, so we need to select a trigger app that can capture website inquiries. For example, if you use Google Forms to collect website inquiries, you can select “Google Forms” as the trigger app.
Step 4: Select the Action App
Next, we need to select an action app that can create cards in Trello. In this case, we will select “Trello” as the action app. Once you have selected Trello, you will be prompted to connect your Trello account to Zapier.
Step 5: Set Up the Trigger
After connecting your Trello account, you can set up the trigger. For example, if you are using Google Forms as the trigger app, you can select a specific form and choose which fields to include in the zap. You can also set up filters to only capture certain types of inquiries.
Step 6: Set Up the Action
Once you have set up the trigger, you can move on to setting up the action. In this case, we want to create a new card in Trello for each website inquiry. You can select which fields from the trigger app to include in the card and customize the card’s title and description.
Step 7: Test the Zap
Before activating the zap, it’s a good idea to test it first. You can do this by clicking on the “Test” button in the top right corner of the screen. This will trigger the zap and create a new card in Trello based on the information you provided.
Step 8: Activate the Zap
Once you have tested the zap and made any necessary adjustments, you can activate it by clicking on the “Activate” button. From now on, every time a new website inquiry is received, a new card will be created in Trello automatically.
In conclusion, using Zapier to automatically pull website inquiries into Trello can save you time and reduce errors. By following the steps outlined in this article, you can set up a zap that will capture website inquiries and create new cards in Trello for each inquiry. This will help you stay organized and ensure that no inquiries fall through the cracks.