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Zoho CRM + Trello Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Trello Integrations
Trello Alternatives

Looking for the Trello Alternatives? Here is the list of top Trello Alternatives

  • Todoist Todoist

Best ways to Integrate Zoho CRM + Trello

  • Zoho CRM Trello

    Zoho CRM + Trello

    Create Board to Trello from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Trello Create Board
  • Zoho CRM Trello

    Zoho CRM + Trello

    Create Card to Trello from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Trello Create Card
  • Zoho CRM Trello

    Zoho CRM + Trello

    Create Comment to Trello from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Trello Create Comment
  • Zoho CRM Trello

    Zoho CRM + Trello

    Add Members to Card in Trello when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Trello Add Members to Card
  • Zoho CRM Trello

    Zoho CRM + Trello

    Delete Checklist in Card in Trello when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Trello Delete Checklist in Card
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Trello in easier way

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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.

How Zoho CRM & Trello Integrations Work

  1. Step 1: Choose Zoho CRM 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 Trello 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 Zoho CRM to Trello.

    (2 minutes)

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

Integration of Zoho CRM and Trello

Zoho CRM?

Zoho CRM is a web-based customer relationship management system (CRM. for small businesses, enterprises, and sales teams. It was developed by Zoho Corporation, and it is used to help companies manage their marketing, sales, and customer support processes. The CRM allows users to track email campaigns, view leads, and create reports. It also offers integration with Google Apps, Google Analytics, Microsoft Outlook, and Salesforce.

Trello?

Trello is a free project management app that helps teams organize tasks, projects, and clients. It is a web-based top that offers cplaboration among team members. The app helps users to create lists of individual tasks and move them from one list to another. The app can be synced across various devices and can be accessed via the web or as mobile app.

Integration of Zoho CRM and Trello

The integration of Zoho CRM and Trello allows project managers to streamline their work processes. The integration makes it easy for project managers to access customer data without switching between multiple applications. Project managers can use connections to view information from both Zoho CRM and Trello in one place.

Benefits of Integration of Zoho CRM and Trello

Integration of Zoho CRM and Trello allows project managers to gain valuable insights about their customers’ needs. They can quickly respond to customer queries on Trello boards using the Zoho CRM contacts without having to search for the correct contact details. Project managers can also share Trello boards with the team members from within the Zoho CRM application.

The integration of Zoho CRM and Trello helps project managers save time spent on managing customer relationships. Using this integration, they can access customer information in one place and respond faster to customer queries. Project managers can also use this integration to streamline work processes and improve their productivity.

The process to integrate Zoho CRM and Trello 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.