ActiveCampaign + Trello, Automated by Neotask

Bridge your email marketing and project management so leads, campaigns, and tasks stay perfectly in sync without manual effort.

What You Can Automate

Automatically create a Trello onboarding card when a new customer completes an ActiveCampaign automation sequence

Sync deal stage changes from ActiveCampaign into Trello board columns to keep delivery teams aligned

Push Trello card completion status back to ActiveCampaign to trigger follow-up email sequences

Why Connect ActiveCampaign and Trello?

Marketing and project teams often work in separate tools, creating gaps where leads fall through or campaign tasks stall. ActiveCampaign powers your email marketing, CRM, and automation pipelines, while Trello keeps projects organized with visual boards and cards. Neotask brings these two platforms together so your entire team operates from a single source of truth.

When a new lead enters an ActiveCampaign automation, Neotask can instantly create a matching Trello card, assign it to the right team member, and attach relevant deal details. No more copying data between tabs or relying on manual handoffs to move work forward.

Streamline Your Marketing-to-Delivery Pipeline

Sales and marketing workflows rarely end when a contact converts. The real work -- onboarding, fulfillment, follow-up -- begins after the deal closes. Neotask automates the bridge between your CRM actions in ActiveCampaign and the execution layer in Trello.

Key workflow capabilities include:

• Create Trello cards automatically when a contact reaches a specific ActiveCampaign pipeline stage
• Update ActiveCampaign contact records when Trello cards are moved to a new list
• Attach ActiveCampaign deal values, tags, and custom fields directly to Trello card descriptions
• Trigger Trello checklists when an ActiveCampaign automation sequence completes
• Archive Trello cards when contacts are marked as lost or unsubscribed in ActiveCampaign

Reduce Handoff Errors and Save Hours Each Week

Manual data transfers between marketing and project management tools are a common source of errors. A mistyped email, a forgotten task, or a delayed card creation can mean a prospect goes cold or a client deliverable slips. Neotask eliminates these failure points by keeping both platforms synchronized in real time.

Teams using Neotask to connect ActiveCampaign and Trello report faster lead response times, cleaner project kickoffs, and fewer dropped tasks during busy campaign periods.

Who Benefits Most

This integration is especially valuable for:

• Marketing agencies managing client campaigns and delivery workflows simultaneously
• Sales teams that need project management visibility after deals close
• Small businesses where one person handles both marketing and project coordination
• Product-led growth teams tracking trial users through activation milestones

Neotask handles the repetitive, rule-based work so your team focuses on strategy and execution rather than data entry. Set up the connection once and let your tools do the coordination automatically.

Pro Tips

Tip

Eliminate manual data entry between your CRM and project management tools

Tip

Reduce lead response time by instantly creating action cards from marketing triggers

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Keep sales and delivery teams aligned without extra meetings or status update emails

Start automating ActiveCampaign + Trello

Set up in under 2 minutes. No code required.

Plans

Explore Each Integration

• ActiveCampaign
• Trello

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