Ardovo + Trello integration

Connect Ardovo to Trello so your project management work and your revenue data stay in one place. Deals become cards, and card moves update the deal.

Short answer

The Ardovo + Trello integration links visual boards to your pipeline. Deals and tasks become Trello cards on the boards your team uses, and card moves sync status back to Ardovo. Teams that run onboarding or projects on a simple board keep them connected to the CRM without duplicate tracking.

What flows between Ardovo and Trello

Deals to cards

Deals and tasks create Trello cards with details attached.

List moves sync back

Moving a card between lists updates the Ardovo record.

Lightweight workflows

Keep simple boards linked to the CRM without heavy setup.

Setting up the Ardovo + Trello integration

  1. Connect in one click

    Open Ardovo Settings, go to Integrations, find Trello, and click Connect. Authorize the connection with OAuth or an API key.

  2. Choose what syncs

    Pick which records and events sync between Ardovo and Trello, and set the direction to one-way or two-way.

  3. Map your fields

    Match Trello fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.

  4. Turn it on

    Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.

How the Ardovo + Trello integration works

Ardovo connects to Trello through OAuth. Deals and tasks create cards with data, and list moves sync back to Ardovo so board activity updates the record.

  • Ardovo to Trello: cards from deals and tasks
  • Trello to Ardovo: list moves and card updates
  • Both ways: card and record linkage

Frequently asked questions

Is Trello enough for a sales workflow?

For lightweight onboarding or task boards, yes. Cards stay linked to Ardovo deals so a simple board still keeps the CRM current.

Does moving a card update Ardovo?

Yes. When a card moves between lists, the mapped status change syncs back to the linked Ardovo deal or task.

How do I connect Trello to Ardovo, and is it secure?

Open Ardovo Settings, go to Integrations, find Trello, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.

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