Connect DealBuilder with Trello for full oversight from the first click to a signed document.

With the integration between DealBuilder and Trello, you can automate the creation and updating of cards based on events in the sales process. When a contract is created, sent, or signed, you can automatically:

• Create new cards in your preferred board and column.
• Add information from the agreement (e.g., client name, total amount, status).
• Move cards to the correct column upon signature.

Perfect for those using Trello for project management, follow-ups, or sales overviews. You can also use it to trigger internal checklists or celebrations when a new deal is closed.

The result? A visual and updated overview – without manual follow-up.