How to Send FluentCRM Data to Trello

Trello is a project management tool for organizing work and collaborating. FluentCRM manages a contact submits a form or a tag is applied, but sending that data to external platforms needs an integration. AFI bridges that gap to Trello.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-contact fees, no external dependencies.

What you will need

• A WordPress site with FluentCRM installed and configured.
• A Trello account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Trello to AFI

1. Go to trello.com/1/appKey to get your API Key.
2. Authorize and get your API Token.
3. In WordPress, go to AFI → Settings → Trello.
4. Enter the API Key and Token, then click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it FluentCRM to Trello.

2. Pick your trigger

Select FluentCRM as the form provider. AFI fires when a contact submits a form or a tag is applied, giving you access to contact name, email, phone, tags, and custom field values.

3. Select Trello as the destination

Choose Trello from the platform dropdown and pick Create Card. This creates a card on a Trello board.

4. Map fields

Match each Trello field on the left to the corresponding FluentCRM field on the right. Common mappings include contact name, email, phone, tags, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in FluentCRM. Check Trello to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps card name, description, and list to Trello with unlimited records. Pro adds custom field mapping and label assignment. No per-record fees on any plan.

Frequently asked questions

Which FluentCRM events trigger the integration?

AFI fires when a contact submits a form or a tag is applied. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect FluentCRM to Trello in minutes.