Automate HubSpot + Trello
The CRM your pipeline reporting depends on. Boards and cards — simple enough to automate deeply. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Lead Researcher is a ready-made agent built around HubSpot; point its last step at Trello to finish this hand-off.
Automations teams run
Unlike field-mapping automation, the step in the middle is an agent: it can summarise, classify, judge and draft, not merely copy values from HubSpot into Trello.
When a contact or deal is created in HubSpot…
…an agent can create and move cards in Trello — after reading the context and deciding it should.
When a stage changes in HubSpot…
…an agent can update checklists and labels in Trello — after reading the context and deciding it should.
When a form submits in HubSpot…
…an agent can summarise a board in Trello — after reading the context and deciding it should.
When a card is created or moved in Trello…
…an agent can create and enrich contacts in HubSpot — with the reasoning recorded in the run’s receipt.
When a due date approaches in Trello…
…an agent can update deals and notes in HubSpot — with the reasoning recorded in the run’s receipt.
When a checklist completes in Trello…
…an agent can log activity in HubSpot — with the reasoning recorded in the run’s receipt.
HubSpot to Trello, in three nodes
The two ends are a custom-api call to api.hubapi.com and a custom-api call to api.trello.com. What makes this different from a zap is the middle node — it forms a view about the HubSpot item before anything reaches Trello.
{
"id": "9b11ce60-1f50-41bf-a672-a96312b1f45e",
"name": "HubSpot → Trello",
"nodes": [
{
"id": "6169216e-f00b-4ebe-ad85-a3ee10cdf474",
"text": "Poll HubSpot",
"x": 512,
"y": 144,
"isEditing": false,
"type": "trigger-timer",
"icon": "connect",
"category": "trigger",
"isSelected": false,
"parameters": {
"interval": "15",
"unit": "minutes"
},
"description": "Checks HubSpot on a schedule.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "cca33a8d-d5a7-4e41-a1f0-67d6ceb46fd6",
"text": "Read it and decide",
"x": 512,
"y": 336,
"isEditing": false,
"type": "agnt-agent",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"instructions": "Read the HubSpot item. Decide whether it warrants action in Trello, and explain why."
},
"description": "Decides whether this HubSpot item warrants anything in Trello.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "3ed004f9-508d-4644-a452-023f5225a4e4",
"text": "Call Trello",
"x": 512,
"y": 528,
"isEditing": false,
"type": "custom-api",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"url": "https://api.trello.com/1/cards?key={key}&token={token}",
"method": "POST"
},
"description": "Writes into Trello over its API.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
}
],
"edges": [
{
"id": "832f96c3-08ea-49ed-a010-a334791bca52",
"start": {
"id": "6169216e-f00b-4ebe-ad85-a3ee10cdf474",
"type": "output"
},
"end": {
"id": "cca33a8d-d5a7-4e41-a1f0-67d6ceb46fd6",
"type": "input"
},
"startX": 800,
"startY": 168,
"endX": 512,
"endY": 360
},
{
"id": "19c4b7f7-c2ae-4e4c-af24-9b9f84a42ae0",
"start": {
"id": "cca33a8d-d5a7-4e41-a1f0-67d6ceb46fd6",
"type": "output"
},
"end": {
"id": "3ed004f9-508d-4644-a452-023f5225a4e4",
"type": "input"
},
"startX": 800,
"startY": 360,
"endX": 512,
"endY": 552
}
],
"zoomLevel": 1,
"canvasOffsetX": 0,
"canvasOffsetY": 0,
"isTinyNodeMode": false
}Install Lead Researcher
Lead Researcher is a working agent built around HubSpot. Install it, point its last step at Trello, and you have this hand-off without building it from an empty canvas.
Runs on your own machine · See what it does
What building this looks like
- Get AGNT Community Core. Free, local, no sign-up needed to run a workflow.
- Add both connections to the vault — HubSpot takes one OAuth sign-in, Trello takes an API key pasted into the vault.
- Build the three nodes above, or start from a marketplace workflow and edit it. The agent in the middle is the part worth spending time on.
- Run it once with an approval gate in place. The receipt tells you what it read, what it concluded, and what it changed in Trello.
HubSpot and Trello — common questions
Can I connect HubSpot to Trello without writing code?
Yes. HubSpot connects with one OAuth sign-in and Trello with an API key pasted into the vault, both from the local credential vault. You then describe the job in plain language — “when a contact or deal is created, create and move cards” — and the agent handles the rest.
How is this different from a field-mapping HubSpot to Trello automation?
A field mapping copies values and breaks on the first record nobody anticipated. The middle step here reads the HubSpot item in full and decides — whether it matters, how to summarise it, and what belongs in Trello. Deciding to do nothing is a valid outcome, which no mapping can express.
Does my HubSpot and Trello data leave my machine?
Your credentials stay in a vault on your own disk rather than in someone else’s cloud. The only calls made are the ones the workflow needs: HubSpot, Trello, and your chosen model provider — which can be a local one.
What does a HubSpot and Trello run leave behind?
You get an auditable trail rather than a success flag. It shows the HubSpot context the agent worked from, the judgment it made about email requests become cards instantly, and the exact change applied in Trello, with approvals attached where you required them.
