To connect HubSpot to Trello, install the Trello app from HubSpot's app directory or from inside a workflow, then add a Create Card action to a workflow with a board, list, summary and description. If you don't have workflows, Zapier is the connector route, with templates such as creating Trello cards for new HubSpot form submissions.
When a deal closes, the work should appear on the board
Sales closes a deal in HubSpot, and the delivery team works in Trello. Without a link, someone has to copy the details across, and sooner or later they forget. HubSpot's own answer is a workflow action that creates a Trello card automatically.
What you need first
- A HubSpot subscription that includes workflows. HubSpot's article is listed for Marketing Hub, Sales Hub, Service Hub, Data Hub, Smart CRM and Revenue Hub at Professional and Enterprise level.
- Super Admin or Edit permissions for workflows, which you need to create and edit workflows.
- Trello connected to your HubSpot account, either from HubSpot's app directory or from within a workflow.
Adding the Create Card action
- In HubSpot, go to Automation, then Workflows, and open an existing workflow or create a new one.
- Click the plus icon to add an action, and under Integrated apps select Install app.
- Find the Trello section and select Create Card.
- Select the Board and the List the card should go to.
- Enter a Summary and, optionally, a Description. Use the Token dropdown to pull in record details, then click Save.
Personalisation tokens are what make the card useful. Put the company name and deal name in the Summary, and the deal amount field, owner and key notes in the Description, so the delivery team has everything without opening HubSpot. If you're new to workflows, my HubSpot workflow recipes show common triggers to hang this on.
A practical example
Here's a setup I'd suggest for a small agency. Trigger the workflow when a deal moves to Closed won. Add the Create Card action, send the card to a New clients list on your delivery board, and use tokens for the client name in the Summary and the scope notes in the Description. From then on, every signed deal lands on the board the moment it closes. A second pattern suits marketing teams: when a contact fills in a content request form, a Zapier template creates a card on the content board with their answers in the description, so requests never sit unread in an inbox. Either way, my guide to running projects on Trello boards covers how to lay out that board.
Cards are created, not kept in step
The HubSpot Knowledge Base sets out the conditions. The workflow action needs a Professional or Enterprise subscription for the hub that holds the workflow, and you need Super Admin or workflow Edit permissions. And it creates cards only: the article doesn't describe syncing card changes back to HubSpot, or updating a card when the deal changes. Don't promise your team a two-way link.
Routes without a HubSpot workflow
Zapier lists HubSpot and Trello templates such as creating Trello cards for new HubSpot form submissions, and creating Trello cards for new HubSpot contact property changes. Many HubSpot triggers on Zapier are polling, checking for new data every 15 minutes on the Free plan, as of Nov 2026, so expect a short delay.
Make has a HubSpot CRM app too. Its documentation says a HubSpot Super Admin must pre-approve the Make app before a connection can be created, so line up your admin before you start.
My verdict on HubSpot and Trello
If you've got workflows, use the native Create Card action, trigger it from a clear event like a closed deal, and fill the card with tokens so nobody has to look anything up. If you don't, a Zapier template does the same job with a short delay. Either way, it's one-way, so agree where updates live. Test it with one dummy deal before you switch the workflow on for real. For planning dates on the Trello side, my guide to the Trello calendar view helps.
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Frequently asked questions
How do I create Trello cards from HubSpot?
Add a Trello Create Card action to a HubSpot workflow and choose the board, list, summary and description.
Who can set it up?
A Super Admin, or a user with Edit permissions for workflows.
Can I put HubSpot data in the card?
Yes, with personalisation tokens in the Summary and Description.
Is there a route without a HubSpot workflow?
Yes. Zapier lists templates such as creating Trello cards for new HubSpot form submissions.
Does the card update when the deal changes?
HubSpot's article only covers creating cards, so don't rely on updates without checking your setup.
