Trello
In KarumiTurn Karumi session follow-ups into tasks in Trello and share your Karumi where your team works.
Keep Trello in sync with what happens in every Karumi session.
Follow-ups from a conversation shouldn’t live in someone’s memory. The integration sends session outcomes and the details visitors share to Trello, so the next step is assigned, visible and easy to act on.
How this integration supercharges your workspace:
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Follow-up tasks
Turn follow-ups from a session into tasks in Trello, assigned to whoever owns the next step.
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Form data capture
Pass the details visitors share in a session, like the email they leave to start a demo, to Trello.
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Embedded Karumi
Open your Karumi right inside Trello, where your team already works, without switching tools.
See Trello data in Karumi
Get complete context on who you’re chatting with in real-time
Use cases
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Log sessions in a shared place
Write lead information from Karumi sessions to Trello, so the whole team can review conversations in one view.
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Collect form data without copy-paste
Details visitors submit during a session land in Trello automatically.
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Turn conversations into next steps
Use the information from each session in Trello to decide and track who follows up.
Data that flows between Karumi and Trello
| Data | What it is |
|---|---|
| Lead information | Rows or records in Trello for each lead |
| Form data | Details the visitor submitted during a session |
| Tasks | Follow-ups created from sessions, where supported |
FAQ
What does Karumi write to Trello?
Lead information from sessions and data collected in forms, so Trello keeps an up-to-date record.
Do I need engineering to connect Trello?
No engineering on your side: Karumi’s rollout is live in two weeks. Talk to sales to go through how Trello fits into your setup.
Is my data secure?
Karumi is GDPR compliant, and the Enterprise plan includes SOC 2 Type II and ISO 27001. With scoped actions, you define what the agent can see, say and do, per audience.
Is session data used to train AI models?
No. Your data stays yours: session recordings, transcripts and visitor inputs are never used to train models.
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