Do I need a Trello account?

Yes. An active Trello account is required in addition to your AnswerConnect account.

What information gets transferred to Trello?

The caller’s name, phone number, email address (if collected during the call), and the message notes recorded by your receptionist. You choose how this data maps to your Trello card fields when you configure the integration.

Which card fields can be populated?

You can map call data to the card name, description, board, list, assigned members, label colour, and card position (top or bottom of the list).

Can I use this with any Trello board?

Yes. You specify which board and which list the cards are created in when you configure the integration. You can set up separate configurations for different boards if needed.

What if I need more than just creating or updating cards?

The native integration covers creating and updating cards. For more advanced Trello actions, the integration is also available via Zapier, which offers a broader range of workflow options.

Does data sync both ways?

No. Data flows in one direction — from AnswerConnect into Trello.

I’m already an AnswerConnect customer. How do I activate this?

In your AnswerConnect app, go to Integrations, and choose Trello. Connect your account, configure your board and field mapping, test, and go live. Our support team is on hand if you need any help.

Trello Integration | AnswerConnect

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What is the Trello + AnswerConnect integration?

Trello is a visual project management tool that helps people and teams organize work, track tasks, and keep projects moving

When you connect Trello with AnswerConnect, every call your virtual receptionists handle can automatically create a new card on your chosen board.

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Seamless connection.

The AnswerConnect + Trello integration gives you the power to communicate across platforms with just a click.

To explore how AnswerConnect and Trello work together, try through Zapier.

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What can the integration do?

Create a card: Every completed call message becomes a new Trello card on the board and list you choose. The card is automatically filled with the caller’s name, phone number, email address, and the notes your receptionist took. This gives your team everything they need to follow up.
Update a card: If a caller is already in your Trello workflow, the integration can update their existing card with new information from the call. This keeps your board accurate and avoids duplicate entries.
You control how cards are set up: When you configure the integration, you decide how call data maps to your Trello cards. You can set the card name, description, list, assigned board members, label color, and whether it appears at the top or bottom of the list.

Why integrate?

Turn every call into an actionable task

Get instant updates without opening your AnswerConnect app. With this integration, an SMS goes straight to your phone or your team’s phones as soon as a receptionist submits a message. There’s no delay and no missed urgent messages.

Your team sees tasks right away

As soon as a receptionist submits a call message, the card appears on your Trello board. It’s assigned to the right members, tagged with the right label, and placed exactly where you want it. Your team can start working on it right away.

Keep your workflow connected

Many teams use Trello to track leads, customer requests, or follow-ups. With this integration, every call is visible, organized, and trackable along with everything else your team is working on.

Simple to set up, flexible to configure

Whether you want simple card creation for a small team or a more detailed workflow with labels, member assignments, and custom card positions, you can set up the integration to fit how you already use Trello.

Get connected in three simple steps.

Choose your integration.

Find Trello under Integration in your AnswerConnect app.

Configure your board.

Connect your Trello account and choose the board, list, and card fields you want populated with call data. Map your AnswerConnect script fields to the corresponding Trello card fields.

Go live.

Test your setup and publish it. After that, every call your receptionists complete will automatically create or update a card in Trello.

Already a customer?

Activate the integration now from your AnswerConnect app.

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Can't find the answer to your question? Call us now: 800-700-8888 or email us at sales@answerconnect.com

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