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Fix Trello โ†’ Salesforce Sync Issues (Not Working, Errors, Duplicates)

๐Ÿ”ง 5 Common Issues

Diagnose and resolve common sync problems. We've documented the 5 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

high Very High Frequency

Salesforce Opportunity tasks don't sync to Trello cards

Also searched as: "Trello Salesforce salesforce opportunity tasks don't sync to trello cards"

#1 API Permission Issues 85% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Check Salesforce API user permissions for Trello integration
  2. 2. Verify Trello API key and token validity
  3. 3. Review integration logs for authentication errors

โœ“ Solution

Re-authenticate Trello integration using a Salesforce API user with appropriate permissions. Generate new API credentials if needed.

โฑ๏ธ Est. time: 15 min

high Medium Frequency

Trello cards are automatically converted to Salesforce Opportunities without sales manager approval, leading to poor forecast accuracy

Also searched as: "Trello Salesforce trello cards are automatically converted to salesforce opportunities without sales manager approval, leading to poor forecast accuracy"

#1 Direct Conversion Without Review 100% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Current integration converts Trello cards to Opportunities immediately
  2. 2. No validation step to ensure deal is qualified and properly structured

โœ“ Solution

Use Relay.app to add a sales manager approval step: When Trello card is moved to 'Qualified' list โ†’ Sales manager gets Slack notification to approve โ†’ Only create Salesforce Opportunity if approved.

โฑ๏ธ Est. time: 30 min

Use A2X โ†’ โ†’
medium High Frequency

Trello card moved to 'Done' list doesn't update Salesforce Opportunity stage

Also searched as: "Trello Salesforce trello card moved to 'done' list doesn't update salesforce opportunity stage"

#1 List to Stage Mapping Error 90% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Check Trello list to Salesforce stage mapping
  2. 2. Test with a new card movement to see if sync works
  3. 3. Review integration configuration settings

โœ“ Solution

Update list-stage mapping: Map Trello 'Done' list to Salesforce 'Closed Won' stage. Use integration settings to verify and test the mapping.

โฑ๏ธ Est. time: 10 min

medium High Frequency

Trello card due date doesn't match Salesforce task due date

Also searched as: "Trello Salesforce trello card due date doesn't match salesforce task due date"

#1 Timezone Configuration Mismatch 75% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Check Trello and Salesforce timezone settings
  2. 2. Review due date values in both platforms
  3. 3. Test with a new due date assignment

โœ“ Solution

Ensure both Trello and Salesforce are configured to use the same timezone. Update integration settings to handle timezone conversion correctly.

โฑ๏ธ Est. time: 15 min

medium Moderate Frequency

Trello card attachments don't appear in Salesforce Opportunity

Also searched as: "Trello Salesforce trello card attachments don't appear in salesforce opportunity"

#1 Attachment Sync Disabled 80% likely

๐Ÿ“‹ How to Diagnose

  1. 1. Check integration settings for attachment sync configuration
  2. 2. Review Trello API documentation for attachment permissions
  3. 3. Test with a new attachment upload

โœ“ Solution

Enable attachment sync in integration settings. Ensure Trello API key has access to read card attachments.

โฑ๏ธ Est. time: 20 min

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

Create custom integration workflows with Make's visual designer. It works with almost any API.

Try Make Free โ†’

1000 ops/mo free. No credit card.

Step 3: Self-Hosted with n8n

Full data control

Need complete data privacy? n8n is open-source and self-hostable. Build custom integrations with full control over your data.

Try n8n Free โ†’

Open source. Self-host or cloud. Unlimited ops.

Step 4: Add Human Review

Approval automation

Relay adds human-in-the-loop approvals, Slack/Teams alerts, and conditional logic to your automation.

Try Relay Free โ†’

1000 actions/mo free. No credit card.