CONNECTION · TRELLO

Trello,
filled in.

Every new lead becomes a card on the board and list you pick, and moves when the lead does.
New lead → cardOn the board and list you pick.✓ Card added · Rose City Coffee
Moves when it booksStraight to Booked, with the time.✓ Moved to Booked · tasting Thursday
Moves when it’s wonWith the deal on the card.✓ Moved to Won · $1,200 a month
trello.com/b/wholesale
WholesaleBoard
New leads
Division Deli
From Gmail
Pearl Roasters
From a phone call
Booked
Oak Market
Tasting Fri 10:00
Won
Lantern Café
$480 / month
Rose City Coffee
From an Instagram DMTasting Thu 2:00$1,200 / month
✓ Moved to Won · $1,200 a month
BETTER TOGETHER
+Notion+Google Sheets+Slack
The same lead → lands in your Notion database.Every card → is a row in your sheet too.A won card → pings your team.

Three taps. You’re live.

Trello
BABAV wants to connect to your TrelloAllow
1Tap Connect Trello
Wholesale board✓
List: New leads
Sign in to Trello if asked
2Tap Allow
BABAV · Connections
Wholesale board
Connect selected✓ Live
3Pick board + list
Connect Trello free →Only adds and moves its own cards · included in $49/mo · Trouble connecting?
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