Trello Integration: Every Caller Becomes a Card in Your Pipeline

Abby's receptionists answer your calls 24/7, and each caller shows up as a Trello card in the list you choose: details on the back, ready to drag from New Calls to Done. Follow-up stops living in memory and starts moving across the board.

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A Card Hits The Board

ABBY PORTAL · CALL SUMMARY

ANSWERED BY ABBY · 4:12 PM

Marcus Tran

(615) 555-0132 · 3 min · New caller

Estimate request for bathroom tile; urgent timeline · wants to start in two weeks.

New leadUrgent

TRELLO · INCOMING CALLS

New Calls

Marcus T. · estimate request

UrgentCard back: summary + number

Moments after hangup there's a card in New Calls: the caller and their reason on the front; the number, summary, and promise on the back. Labels your rules choose (urgent, new customer, estimate) are already on it.

Anyone on the board can grab it: join the card, drag it to In Progress, and the whole team knows it's handled without a word.

Drag To Done

Trello's whole promise is that you can see work move. A message slip can't move; a voicemail can't move. A card can, and once every call is a card, 'did anyone call them back?' is answered by looking at the board.

Abby's job ends when the card lands in the list you chose. It never rearranges your board, touches other cards, or moves anything. The dragging stays yours.

One Card's Trip Across The Board

Saturday 4:12 PM: a caller asks about a kitchen remodel; Abby's receptionist answers and takes the details

1 · THE CALLAnswered live in your business's name, no voicemail, no lost lead.

Card in 'New Calls': Marcus T. · estimate request, with the summary and number on the back

2 · ON THE BOARDThe card exists moments after hangup, labeled per your rules.

Monday: a teammate joins the card, drags it to In Progress, then to Done after the callback

3 · ACROSS THE LISTSThe follow-up moves in plain sight until it's finished. The board is the status meeting.

Boards It Belongs On

The callbacks boardThree lists (New Calls, In Progress, Done) and every promise to a caller visibly moves, or visibly doesn't.

Sales pipeline by phoneNew inquiries land at the top of the funnel board with the caller's own words on the card.

Job tracking for service shopsEstimate requests arrive as cards and travel the same lists as jobs from your website.

Weekend calls, Monday boardEverything answered over the weekend is a card waiting in New Calls on Monday morning.

How It Works

Onboarding connects Trello with you: which board, which list cards land in, and which labels apply.

Receptionists answer every call following your instructions: day, night, and weekends.

Each call becomes a card with the details on the back, ready for your team to pull across the board.

FAQs

Can I connect a virtual receptionist to Trello?

Yes, Abby's virtual receptionists answer your calls, and every caller becomes a Trello card automatically, in the list you choose.

Which list do cards land in?

Any list on any board. Most teams use a New Calls list at the left of a callbacks or pipeline board. You choose in onboarding and can change it anytime.

Can cards get labels automatically?

Yes, rules can apply labels like urgent, new customer, or estimate based on the call, so the board reads at a glance.

Will Abby move or edit cards my team made?

No, Abby adds new cards and never touches the rest of your board. Moving cards across lists stays your team's job.

What's on the card?

Caller and reason in the title; number, conversation summary, and any promise made on the back of the card.

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