I didn’t plan to integrate Trello with SharePoint. It just became one of those “either fix it or keep hearing about it” situations. Our team was bouncing between Trello for task tracking and SharePoint for docs, and the disconnect was starting to show—missed updates, duplicated effort, and the classic “Where’s that link again?” dance.
So yeah, I rolled up my sleeves and got them talking.
Why I Even Bothered
We were already deep into Trello—cards flying, checklists growing, labels everywhere. But SharePoint was where the real stuff lived: specs, meeting notes, compliance docs. I got tired of flipping tabs and chasing URLs. I figured if I could get Trello to show up inside SharePoint, even just visually, it’d save us some clicks and sanity.
How I Embedded Trello (No Fancy Tools, Just HTML)
This part was surprisingly chill. No connectors, no APIs—just good old iframe.
Here’s what I did:
- Opened the Trello board I wanted to share.
- Hit the “Share” button (top-right corner).
- Switched to the “Embed” tab and copied the iframe code.
- Jumped into SharePoint, edited the page.
- Added a new web part → chose “Embed”.
- Pasted the iframe code.
- Hit publish.
Done. The board showed up right there on the page. Not interactive, but readable. And honestly, that’s all we needed—visibility.
When I Needed More Than Just a View
Eventually, someone asked, “Can we sync Trello cards to SharePoint lists?” That’s when things got spicy.
I tried three routes:
- Power Automate: It works, but it’s finicky. I built a flow that triggers when a Trello card is created, then pushes a SharePoint list item. Took me a few tries—authentication was a pain, and Trello’s API isn’t exactly cuddly.
- Zapier: Easier to set up. I used a prebuilt Zap: “New Trello card → Create SharePoint item.” It’s not super flexible, but it’s fast and doesn’t break often.
- Mazaal AI: This one surprised me. No-code, real-time sync, even folder creation. I tested it during a late-night sprint and it held up. Might not be enterprise-grade yet, but for small teams? Solid.
Stuff That Broke (Or Almost Did)
- Permissions: If your Trello board isn’t public or shared properly, the embed just shows a blank box. I learned that the hard way—spent 20 minutes thinking I messed up the iframe.
- Naming Chaos: I used to name boards like “Sprint 14” and SharePoint pages like “Q3 Planning.” It got messy. Now I keep names aligned—same title, same purpose. It helps.
- Over-automation: I once built a flow that triggered five actions from one Trello move. It worked… until it didn’t. Keep it simple. Test in a sandbox. Document everything.
What I’d Do Differently
If I were starting fresh, I’d:
- Set up a shared naming convention from day one.
- Use Power Automate only for critical flows—Zapier for the rest.
- Keep embedded boards read-only unless you really need interactivity.
- Avoid syncing everything. Just the essentials.
Final Thoughts
This isn’t a perfect setup. It’s duct-taped in places. But it works. Our team sees what they need, updates flow better, and I don’t get pinged for Trello links anymore.
I’m running this on a ThinkPad X1 (32GB RAM), Hyper-V for testing, SharePoint Online via M365 E3. If you’re in a similar setup, you’ll be fine.
Ever tried wiring Trello into SharePoint and hit a wall? Got a cleaner method? Or maybe a horror story? Drop it below—I’m always curious how others are wrangling these tools.
