Trello is a popular web-based project management application. If your team uses Trello, you can easily bring Marketo notifications into your workflow. This post will show you how to add a card with a Marketo notification to your Trello board.
This card will be added when a specific lead activity happens in Marketo. Potential use cases include notifying your entire team about a form fill, a visit to a pricing page, or a lead that has not been contacted in 30 days.
Step One: Login into Trello. Navigate to the Trello board that will add Marketo notifications in. Click Add a List, and then name it.
Step Two: Click Show Sidebar. Click Email-to-board Settings. Note the email in “Your email address for this board” box. This email will be used in Step Six. Choose which list to add the Marketo notification.
Step Three: Login to Marketo. Click new Smart Campaign. Enter a name, and then click Save.
Step Four: Navigate to Smart List. Choose a trigger for this smart campaign. In this example, we will use Form Fill trigger. Drag Fills out Form trigger to Middle Panel. Select the Form that you would like to trigger this notification.
Step Five: Create an email. Click New. Click Local Asset. Click New Email. Name the email. Then click Create.
Step Six: Click Edit Draft for the email you created in Step Five. Drag the relevant tokens you would like to show in your Trello card.
The subject line of the Marketo email will appear in the title of the Trello card, and the body of the Marketo email will appear in the description of the Trello card. For example, you can use “LEAD ALERT: {{lead.First Name:default=edit me}} {{lead.Last Name:default=edit me}}” if you want the lead’s first and last name to be in the title of the Trello card.
Then approve the email.
Step Seven: Navigate to Smart Campaign. Click Flow. Drag Send Alert to the Middle Panel. Select Email that was just created. Select “Send to” as None. Select “To Other Emails” as the Trello email from Step Two.
Step Eight: Click Schedule in the top menu. Click Activate. Click Confirm.
Step Nine: Test the integration. A card with the lead’s first and last name in the title will show up in the Trello board.
Please see Trello’s documentation for more information.