Setting up HubSpot Trello Integration: 2 Easy Methods

on Activate, CRMs, Data Integration, Data Processing, Hevo Activate, HubSpot, Project Management Tool, Trello, Tutorials • March 26th, 2021 • Write for Hevo

HubSpot Trello Integration

Modern Digital Marketing techniques involve Marketers using many tools and technologies to process data efficiently. One of the most popular platforms for any type of Marketing is HubSpot. Its flexible nature to handle Inbound Marketing, Customer Relationships, and Sales, all at the same time makes HubSpot a simple and user-friendly tool for Marketers. Another platform that helps in collaboration among different teams by using brands, lists, and cards is Trello. In case proper methods are not adopted, HubSpot Trello Integration can become a complicated task.

In this article, you will learn how to set up your HubSpot Trello Integration using 2 easy methods. You will also learn about these 2 platforms in detail. Read along to find out how you can set up your HubSpot Trello Integration with ease.

Table of Contents

Introduction to HubSpot

HubSpot Trello Integration: HubSpot Logo
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HubSpot is an American software company that provides software products for Inbound Marketing, Sales, and Customer Service. It was founded by Brian Halligan and Dharmesh Shah in 2006. The main goal of HubSpot is to provide products and services for CRM (Customer Relationship Management), Social Media Marketing, Content Management, Lead Generation, Web Analytics, and a lot more. It also provides the ability to design, build, host, and modify a website without the help of any IT Support.

HubSpot’s SaaS(Software As A Service) environment allows businesses to modernize Marketing processes of attracting customers, generating leads, and closing deals. 

Key features of HubSpot:

  • Marketing Hub: HubSpot’s Marketing Hub allows you to create and share useful content, execute tailored Ad campaigns and interact with your leads through personalized messages.
  • Sales Hub: HubSpot’s Sales Hub allows your Sales team to sell the products/services in a personalized and relevant manner by keeping your customer’s requirements in mind.
  • Service Hub: HubSpot’s Service Hub helps you interact with your customers and turn them into promoters to grow your business. This method is known as Word-of-Mouth. This technique helps keep your current customers happy and attract future customers as well.

For further information on HubSpot, click this link.

Introduction to Trello

HubSpot Trello Integration: Trello Logo
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Trello is a web-based, Kanban-style list-making application that was created by Fog Creek Software and became a subsidiary of Atlassian in January 2017. Trello is a type of collaboration tool that organizes your projects into boards. It segments all projects that have been worked on, who’s working on what project, and their current progress. All of these boards can be carried along by you and accessed from any device from mobile phones to computers.

For further information on Trello, click this link.

Methods to Set up HubSpot Trello Integration

Method 1: Using CSV Files to Set up HubSpot Trello Integration

The first step is to export data from Trello into a CSV file so that it can be put on Excel. This can be done by using the “Export” feature in Trello which is available to all board members and observers. The “Export” feature of Trello currently supports the JSON (JavaScript Object Notation) format but you can upgrade and export the data in a CSV format. The next step is to use the Import feature on HubSpot to import the CSV file.

Method 2: HubSpot Trello Integration using Hevo Activate

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Hevo Activate provides a hassle-free solution and helps you directly transfer data from Trello to HubSpot without any intervention in an effortless manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo Activate’s pre-built integration with Trello (among 100+ Sources) will take full charge of the data transfer process, allowing you to focus on key business activities. It helps transfer data from HubSpot to a destination of your choice for free.

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Prerequisites

  • Working knowledge of HubSpot.
  • Working knowledge of Trello.
  • A Trello account with admin privileges.
  • General knowledge of Excel and CSV file formats.

Methods to Integrate HubSpot and Trello

There are 2 easy ways by which you can set up HubSpot Trello Integration:

Method 1: Using CSV Files to Set up HubSpot Trello Integration

In this method, data from Trello is exported as a CSV file to be loaded onto Excel and then the CSV file is loaded onto HubSpot using its Import feature.

This method can be performed in 2 steps:

Step 1: Exporting the data from Trello as a CSV file

Trello has an Export feature only available for admin accounts. In case you don’t have an admin account get admin privileges from your supervisor. Also, ensure the account is suitable for exporting with Business Class.

Next, open your Trello admin account and go to the Print & Export section. You can do this by accessing Board Menu > More > Print & Export. This is shown below.

HubSpot Trello Integration: Export Option in Trello.
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The default export format is JSON but with admin privileges and Business Class, you can export your data in a CSV format onto spreadsheet applications like Excel. This is shown below.

HubSpot Trello Integration: Print & Export Menu of Trello
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Step 2: Importing the data from the CSV file to HubSpot

Once you have the Trello data in the CSV format, you can import it into HubSpot for free.

The first step is to make sure that your CSV file has a header that includes fields like ‘First Name’, ‘Company Name’, and ‘Email’. Email is particularly important and needs to be attributed to each column. You can edit your fields depending on HubSpot’s requirements to import files. 

In this example, you will import Contact details from the CSV file onto HubSpot. Once you have your CSV file ready, go to HubSpot and choose “Contacts” and click on “Import”.

HubSpot Trello Integration: Importing Contacts Menu from HubSpot
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When you need to choose the type of Import, choose ‘CSV file’ and ‘Contacts’ as shown below.

HubSpot Trello Integration: Import options on HubSpot
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The next step is to select the file and upload it.

HubSpot Trello Integration: File Uploading Option on HubSpot
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In some cases, Hubspot may ask you to map the properties between attributes. In general, if you have labeled them correctly, HubSpot will do this automatically.

HubSpot Trello Integration: Mapping Properties of HubSpot
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Once this is done, you can provide any additional details if required. Once this is done, you will be asked to fill an Email-opt form. By default, all the questions will be marked as True, so read the questions carefully and select True or False depending on your requirements. Finally, click on Finish Import to complete the process.

HubSpot Trello Integration: Email Opt-Form of HubSpot
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Method 2: HubSpot Trello Integration using Hevo Activate

HubSpot Trello Integration: Hevo Activate Logo
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Hevo Activate helps you directly transfer data from Trello and various other sources to CRMs such as HubSpot, various SaaS applications, Data Warehouses, and a lot more, in a completely hassle-free & automated manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. It helps transfer data from HubSpot to a destination of your choice for free. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss. This helps you set up HubSpot Trello Integration in a seamless manner.

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities to draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.

Check out what makes Hevo Activate amazing:

  • Real-Time Data Transfer: Hevo Activate with its strong integration with 100+ sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer. 
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous marketing & SaaS applications, databases, etc. such as Trello, Hubspot, Marketo, MongoDB, Oracle, Salesforce, Redshift, etc. in an integrated and analysis-ready form.
  • Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks. 
  • Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Conclusion

This article introduced you to two easy ways to set up HubSpot Trello Integration. It also introduced you to HubSpot and Trello in brief. Each method provides you with an in-depth understanding of the process to transfer data from Trello to HubSpot. However, these methods can be challenging especially for a beginner & this is where Hevo Activate saves the day.

Visit our Website to Explore Hevo

Hevo Activate helps you directly transfer data from a source of your choice to a data warehouse or any SaaS application, CRMs, etc. in a fully automated and secure manner without having to write the code repeatedly. It helps transfer data from HubSpot to a destination of your choice for free.

Want to take Hevo Activate for a spin? Sign Up for the 14-day free trial! and experience the feature-rich Hevo Activate’s suite first hand.

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