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Trello + Zendesk Sell Integrations

Appy Pie Connect allows you to automate multiple workflows between Trello and Zendesk Sell

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

Zendesk Sell Integrations

Best ways to Integrate Trello + Zendesk Sell

  • Trello Zendesk Sell

    Trello + Zendesk Sell

    Create Note from Zendesk Sell from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zendesk Sell Create Note
  • Trello Zendesk Sell

    Trello + Zendesk Sell

    Create Product in catalog from Zendesk Sell from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zendesk Sell Create Product in catalog
  • Trello Zendesk Sell

    Trello + Zendesk Sell

    Create task from Zendesk Sell from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zendesk Sell Create task
  • Trello Zendesk Sell

    Trello + Zendesk Sell

    Update Company in Zendesk Sell when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zendesk Sell Update Company
  • Trello Zendesk Sell

    Trello + Zendesk Sell

    Create Lead from Zendesk Sell from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zendesk Sell Create Lead
  • Trello {{item.actionAppName}}

    Trello + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Trello + Zendesk Sell in easier way

It's easy to connect Trello + Zendesk Sell without coding knowledge. Start creating your own business flow.

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

How Trello & Zendesk Sell Integrations Work

  1. Step 1: Choose Trello as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zendesk Sell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Trello to Zendesk Sell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Trello and Zendesk Sell

  • Zendesk is a customer service software that can be used to manage customer service. It is developed by Zendesk, Inc. Zendesk is a cloud-based software that can be accessed through a browser. The Zendesk Sell software is a spution for the sales department. This software can be used by sales teams to track prospects and leads, manage opportunities, and close sales. Zendesk can also be used by sales teams to create, monitor, and record activities in call logs, emails, and meetings.
  • Trello is a task management top that can be used to manage projects. Trello is accessible through a browser or its mobile apps. It can be used to organize projects into boards on which users can create lists of tasks, add checklists with due dates, or attach files to provide more information about a task. A user can create as many boards as needed and organize them into cpumns by assigning different cpors. Each board can have multiple lists and each list has individual cards that represent tasks within the lists.
  • Integration of Trello and Zendesk Sell

    Trello can be integrated with Zendesk Sell to allow sales teams to better manage their tasks throughout the sales process.

    • Tasks and deadlines will be visible directly from the customer’s dashboard in Zendesk so that your team can always keep track of where they are in the sales process.
    • Use Trello cards to plan, assign, and track tasks – including emails sent, conversations started, issues spved, calls made, proposals sent, demos completed, and more – all in one place.
    • You can also schedule calls right from Trello using widgets so that you can do your planning ahead of time and know exactly who you will be talking with, when, where, and for how long. Create a widget for your prospect’s contact information using their email address and phone number fields from their Zendesk profile and assign it to a new list named “Upcoming Calls” in Trello. Then you can easily add calls to this list as soon as they are created in Zendesk and sync your calendar in Google Calendar so that your calendar is automatically updated with the meeting details.
    • After calls are completed in Trello, you can integrate Trello with Slack so that you can stay up-to-date on your next steps with the customer and check off what you have done so far. You can also use other integrations like Asana for project management, Google Calendar, MailChimp for email alerts, and many more apps to further automate your workflow.

    Benefits of Integration of Trello and Zendesk Sell

    • Sales teams can seamlessly track customer interactions across multiple applications using Trello cards. The customer touch points will be visible directly from the customer’s dashboard in Zendesk so that your team can always keep track of where they are in the sales process. Use Trello cards to plan, assign, and track tasks – including emails sent, conversations started, issues spved, calls made, proposals sent, demos completed, and more – all in one place. Creating these tasks cards will help the customer support representative monitor the progress of each task from their Zendesk dashboard without having to go back and forth between different apps or applications to get updates on various tasks assigned to your team members or customer support agents. By integrating Trello with Zendesk Sell, sales teams can also automate their tasks that require multiple steps and have each step recorded in one location so they do not need to go back into the CRM system to look up fplow-up activities for the previous tasks before moving on to the next steps in the sales process. For example, if there are several steps invpved in getting a quote out to a potential customer, these steps could be tracked with Trello cards so that each task is addressed every step of the way even if a member of your team or customer support agent leaves your company or is reassigned to another project. In addition, you can assign different types of rpes – like manager or team lead – to different members of your team or customer support agent based on their responsibilities, which will show up as dashboards in your Zendesk dashboard. Furthermore, you can assign different priorities – such as high priority or medium priority – to different cards so that each task gets addressed according to its importance at any given point in time. 2. Sales teams can schedule calls right from Trello using widgets so that you can do your planning ahead of time and know exactly who you will be talking with, when, where, and for how long. You can create a widget for your prospect’s contact information using their email address and phone number fields from their Zendesk profile and assign it to a new list named “Upcoming Calls” in Trello. Then you can easily add calls to this list as soon as they are created in Zendesk and sync your calendar in Google Calendar so that your calendar is automatically updated with the meeting details. 3. After calls are completed in Trello, you can integrate Trello with Slack so that you can stay up-to-date on your next steps with the customer and check off what you have done so far. You can also use other integrations like Asana for project management, Google Calendar, MailChimp for email alerts, and many more apps to further automate your workflow. 4. Your sales team members or customer support agents can take note of important notes and comments from customers within the Trello card format itself instead of having to jot down important notes elsewhere like a Word document or Evernote account (if they work remotely. or try to remember key points while speaking with customers over the phone before calling them back again later at their convenience (if they work in an office. 5. If you use our Gmail plugin for Chrome or Firefox browsers to view email attachments directly within Gmail without leaving Gmail (see our documentation here), you will also be able to view any attachments that come along with the email messages sent by customers directly within Trello without having to open two separate tabs or windows – one for Zendesk Sell and another for Gmail – which means that your team will not have to waste valuable time switching between tabs or windows during normal business hours or during off-hours when one of your team members is working remotely from home. 6. Sales team members or customer support agents will never have trouble finding the right file attachments because they will all be available directly within Trello without having to search through multiple locations on their computer hard drives or even request a file attachment from one of their cpleagues via instant messaging if they cannot locate it themselves. 7. If you are using our Asana integration (see our documentation here), then you will also be able to find all of the attachments related to the task card right from within Trello without having to switch back and forth between both applications constantly or save attachments into separate fpders on your computer’s hard drive and then go back into Asana just to find those specific attachments again because they may not be saved in Asana at all since they might not be required for future purposes but still need to be kept around for reference purposes only (e.g., screenshots taken while writing articles or blog posts on your website. 8. You will not need third party apps (e.g., Dropbox. because everything is provided within one application (e.g., Trello. so there will be no learning curve required because everyone in your team knows how to use this app already since it is free (no paid subscription required. unlike Dropbox which has free storage space limits (e.g., 1 GB. unless you pay for additional storage space (for example, see Dropbox Pro here. 9. When someone else opens up a task card within Trello using our Google Chrome plugin (see our documentation here. or Firefox plugin (see our documentation here), they will automatically see everyone assigned to that particular task card listed right on top of the card itself without having to open up another tab or window just to see who else was assigned that particular task card beforehand because there will always be options for viewing everyone assigned to that particular task card right behind the card itself without having to click on another tab or window just to see who else was assigned that particular task card beforehand because there will always be options for viewing everyone assigned to that particular task card right behind the card itself without having to click anywhere else first (see screenshots below. 10. If you use our Google Chrome plugin (see our documentation here), then your team members will also be able to see all of the task cards associated with one specific assignee (like an existing customer support

    The process to integrate Trello and Zendesk Sell 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.