How do I push data (Updates or New Deal) from Trello to Pipedrive and to Procore?

Question

I work for a construction company that has a unique tech stack that tracks sales, estimating/bids, and project management. We use Pipedrive (CRM) for bizz dev/deal forecasting and once estimating gets ahold of an opportunity, Trello comes into play. If a project is awarded we manually enter data into Procore.

I’m looking to push data from Trello, back into Pipedrive (to update our CRM/Forecasting #’s) and push to Procore to start the project management handover process.

How do I set this up with Zapier?

Troy Tessalone · Answer

Hi @zthomasGood question.Have you reviewed the available Zap triggers/actions for each app?Trello: https://zapier.com/apps/trello/integrations#triggers-and-actionsPipedrive: https://zapier.com/apps/pipedrive/integrations#triggers-and-actionsProcore: https://zapier.com/apps/procore/integrations#triggers-and-actions

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