About Trello
Trello is a visual, kanban-style project management tool that helps teams organize tasks and workflows using customizable boards, lists, and cards. It's widely used for tracking projects, campaigns, and team priorities in a flexible, easy-to-use interface.
By connecting Saysimple to Trello, businesses can automatically create or update Trello cards from customer messages on WhatsApp, email, and web chat. Support teams and project managers gain real-time visibility into customer requests, issues, and follow-ups—turning conversations into actionable tasks that move through your workflow without manual data entry or context switching.
Popular use cases
Convert Customer Requests into Tasks
When a customer sends a detailed request via WhatsApp, your team can instantly create a Trello card with the conversation context. The card moves through your workflow—from 'To Do' to 'In Progress' to 'Done'—keeping the customer updated via reply without leaving Saysimple.
Manage Support Tickets as Project Cards
Email inquiries and support messages automatically appear as Trello cards on your support board. Assign cards to team members, set due dates, and track resolution time—all while maintaining the full conversation history in Saysimple for context and continuity.
Track Campaign Follow-ups and Leads
After sending WhatsApp marketing campaigns, create Trello cards for qualified leads or responses that need action. Your sales team can prioritize follow-ups on the board while keeping all customer communication threaded in Saysimple's shared inbox.
