Integrate Trello with Freshsales

Trello?

Trello is a great top to manage your projects, and it’s also used to keep track of any tasks inside Trello. Trello is a web-based project management application that helps users organize their projects into boards, lists, and cards.

Freshsales?

Freshsales is a sales automation top which is used to make sales more efficient. It helps the sales team to stay in sync with each other and the sales pipeline; it also allows sales reps to create and manage sales leads and track them effectively.

Integration of Trello and Freshsales

This diagram shows how both Trello and Freshsales products can be connected together. As you can see, there are different ways of integrating both products into one. For example, Freshsales could be used to create leads for Trello or Trello could be used to store information about the leads created by Freshsales. There are many ways to integrate both products.

Benefits of Integration of Trello and Freshsales

Trello + Freshsales integration allows the sales team to manage their sales pipeline effectively. The benefits of this integration include:

The sales team can get insight into what stage the leads are on and what they still need to do before closing the deals. This is because Freshsales will export the leads into Trello as soon as they are created. As a result, you will know exactly how far along the lead is by looking at the card in Trello.

Tracking sales activity becomes much easier. For example, if a lead was created in Freshsales, the information about that lead will automatically appear on the card in Trello. Therefore, the sales rep who is assigned to that lead can easily see the progress of the lead in Trello. Furthermore, there is also a link that takes you directly to the page where that lead was created. You can check when the lead was created, what its status is, etc. By doing so, you will never lose track of any information about that sales lead.

If a team member updates some information about a customer (e.g., if they update their name or contact information), then other team members who may have been working with that customer can know instantly about the changes by checking the card in Trello. This will help them avoid some possible mistakes during customer interactions. Therefore, it’s an effective way to sync all your efforts and resources together.

The process to integrate Trello and Freshsales may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.