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Trello + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Trello and Zoho CRM

  • 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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
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  • Agile CRM Agile CRM

Best ways to Integrate Trello + Zoho CRM

  • Trello Zoho CRM

    Trello + Zoho CRM

    Create/Update Lead from Zoho CRM from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Trello Zoho CRM

    Trello + Zoho CRM

    Create/Update Contact from Zoho CRM from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Trello Zoho CRM

    Trello + Zoho CRM

    Create Module Entry from Zoho CRM from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zoho CRM Create Module Entry
  • Trello Zoho CRM

    Trello + Zoho CRM

    Add Attachment in Zoho CRM when Card Updated is added to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Zoho CRM Add Attachment
  • Trello Zoho CRM

    Trello + Zoho CRM

    Create/Update Lead to Zoho CRM from New Notification in Trello Read More...
    Close
    When this happens...
    Trello New Notification
     
    Then do this...
    Zoho CRM Create/Update 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 + Zoho CRM in easier way

It's easy to connect Trello + Zoho CRM 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.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Trello & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Trello and Zoho CRM

This paper tries to explain the integration of Trello and Zoho CRM. The focus is on explaining how Zoho CRM and Trello works and how they are integrated.

Trello?

Trello is a web based project management top which helps teams to manage their projects and tasks. It’s a web based application which allows users to create cards ( i.e tasks), assign them and move them to the appropriate list ( i.e project. while keeping a track of the progress being made on each card.

Zoho CRM?

Zoho CRM is a business management software which helps businesses to manage their sales and marketing activities. It enables businesses to create leads, convert them into opportunities and convert these opportunities into customers. It also provides a feature which allows users to create tasks on each opportunity and then assign these tasks to team members.

An integration of Zoho CRM with Trello allows users to assign tasks to team members from within Zoho CRM for each opportunity while having a complete track of who has worked on each task and how much time has been spent by each person on that task. This makes it easier for businesses to manage their projects and tasks in an effective way.

Integration of Trello and Zoho CRM

The integration allows users to create tasks from within Zoho CRM for each opportunity in Zoho CRM. This makes it easy for businesses to assign tasks to the right team member for each opportunity without requiring any extra steps in the process of assigning tasks. By integrating Zoho CRM with Trello, businesses can make sure that there are enough resources available for each task in order for the business to achieve its goals.

Benefits of Integration of Trello and Zoho CRM

The integration allows businesses to assign tasks easily from within Zoho CRM for each opportunity in Zoho CRM. This makes it easier for businesses to manage their projects and tasks in an effective way since they can avoid wasting time by assigning or working on tasks outside of the system which will make it impossible to keep track of which employee is working on what task. It also makes it easier for businesses to keep up with the progress being made on each task by showing them exactly how much progress has been made towards completing each task and how much time each employee has spent on completing the task. In addition, the integration allows businesses to access all the information about a project or task from within one single system which makes it easier for employees to cplaborate and make decisions when needed.

The integration of Trello and Zoho CRM allows businesses to assign tasks easily from within Zoho CRM for each opportunity in Zoho CRM. This makes it easier for businesses to manage their projects and tasks in an effective way since they can avoid wasting time by assigning or working on tasks outside of the system which will make it impossible to keep track of which employee is working on what task. It also makes it easier for businesses to keep up with the progress being made on each task by showing them exactly how much progress has been made towards completing each task and how much time each employee has spent on completing the task. In addition, the integration allows businesses to access all the information about a project or task from within one single system which makes it easier for employees to cplaborate and make decisions when needed.

The process to integrate Trello and Zoho CRM 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.