Overview
Connect Trello to Octanist if your team follows up on leads there. When cards change statuses in Trello, the matching leads in Octanist update and the results go back to your ad platforms.
How it works
You sign in with Trello and pick where your leads live and which statuses mean qualified, won or lost. Octanist checks for changes about once an hour and matches each card to a lead by email address or phone number.
Use the tool your team already uses
Not every team needs a CRM. If Trello is where you track follow-up, that is enough for Octanist to tell your ad platforms which leads became customers.
Use cases
Status mapping
Choose which statuses count as qualified, won or lost.
Lead value
Use a value from Trello as the conversion value when you track one.
Offline conversions
Qualified and won leads go back to the ad platforms you connected.
No webhooks to set up
Connect by signing in to Trello.
Getting started
Open Integrations in Octanist and choose Trello. Tell us which actions in Trello mean qualified, won or lost, and our team sets up the connection with you.
