Trello Integration for Zoho CRM

Trello Integration for Zoho CRM is an effective tool to sync records bidirectionally between Zoho CRM and Trello. Trello is a project management tool. It enables you to organize projects and visualize everything related to them in Kanban view. Trello makes it easy for your team to work together by creating boards, lists, and cards. Zoho CRM is a customer relationship management system that will efficiently manage all the customer records. By integrating Zoho CRM with Trello, all the Trello records and CRM records will be managed under one roof. The contacts, leads, and accounts of Zoho CRM will be synced to its related boards, lists, and cards in Trello, and vice versa. This integration enables you to create boards for active projects, users working on them, to-do lists, follow-up leads, etc. The data stays in sync with your CRM account after integration is complete, allowing you to manage the information from either location.

1. Dashboard #

The Dashboard acts as the central hub for monitoring all Trello boards and card activities synced with Zoho CRM. From here, users can review integration performance, sync status, and recent activity.

Key Features: #

• Sync Overview:
  
  • Displays the total number of records synced between Zoho CRM and Trello.
    
  • Shows the number of records successfully synced and failed sync attempts.
    
• Visual Analytics:
  
  • A line graph illustrating sync performance trends over time, providing insights into the efficiency and success of the integration.
    
• Date Range Filters:
  
  • View and filter sync activities by specific date ranges, offering more granular control over the sync review.
    
• Recent Syncs:
  
  • Lists the 5 most recent syncs, showing the most recent boards or cards synced, allowing you to quickly review recent actions.
    
• Audit Log Access:
  
  • Click on the Audit Log link to access detailed records of sync activities, helping with troubleshooting and activity tracking.
    

2. Settings #

The Settings page allows you to configure various parameters for syncing Zoho CRM and Trello. These configurations ensure that records sync efficiently according to your business processes.

2.1 Sync Direction #

Choose the direction in which you want your records to sync:

• Zoho CRM → Trello: Sync data from Zoho CRM to Trello, such as creating Trello cards from CRM deals.
  
• Trello → Zoho CRM: Sync data from Trello to Zoho CRM, such as updating CRM records when tasks in Trello are completed.
  
• Bidirectional Sync: Enables two-way sync, where data updates from both Zoho CRM and Trello automatically reflect in both platforms.
  

2.2 Module Selection #

Select the Zoho CRM modules you want to sync with Trello:

• Click Core Modules to view essential CRM modules such as Deals, Tasks, Contacts, etc.
  
• Select from additional categories like Sales, Projects, and Activities to sync records based on your operational needs.
  

2.3 Sync Frequency (CRON Scheduler) #

Define how often records are automatically synced between Zoho CRM and Trello:

• Default: Every 5 minutes.
  
• Optional: Sync every 1 minute or 3 minutes (contact support for custom sync intervals).
  

This ensures that updates made in either platform are reflected in real-time or according to your preferred sync schedule.

2.4 Conflict Resolution #

Set the conflict resolution priority for syncing data:

• Zoho CRM Priority: If a conflict occurs, Zoho CRM data will take precedence and update Trello.
  
• Trello Priority: If a conflict arises, Trello data will take precedence and update Zoho CRM.
  

This ensures that your data remains consistent across platforms, even when discrepancies occur.

2.5 Field Mapping #

Manage how fields from Zoho CRM are mapped to Trello cards and vice versa:

• Default Mapping: Automatically maps corresponding fields between Zoho CRM and Trello.
  
• Custom Field Mapping: Customize the field mappings by selecting fields from both platforms.
  
• Save and apply the custom mappings as needed.
  

Accurate field mapping guarantees that your synced data is correctly aligned between the two platforms.

3. Historical Sync #

The Historical Sync feature allows you to sync past records from Zoho CRM to Trello or vice versa. This bulk sync ensures that your Trello boards and cards reflect historical CRM data.

Steps to Perform Historical Sync: #

1. Select Sync Direction: Choose whether to sync from Zoho CRM to Trello or vice versa.
   
2. Choose Module: Select the specific Zoho CRM module (e.g., Deals, Contacts) you wish to sync.
   
3. Select Date Range:
   
   • Custom date range.
     
   • Last 7 days, Last 30 days, or Last 90 days.
     
4. Sync Records: Choose the number of records to sync (up to 500 records at a time; contact support for larger volumes).
   
5. Manage the Queue:
   
   • Start Now: Begin syncing the queued records.
     
   • Delete: Remove a module from the sync queue.
     
   • Refresh: Update the view of the sync queue.
     
   • Clear Completed: Remove successfully synced records from the queue.
     

This feature ensures that all relevant past data is synced without interrupting ongoing workflows.

4. Audit Log #

The Audit Log provides a complete history of all sync activities, giving users visibility and control over their data synchronization processes.

Key Features: #

• Detailed Sync Logs: Shows the direction of sync, success/failure status, and relevant details about each record.
  
• Filters: Filter logs by sync date, module, or specific records to find specific activities quickly.
  
• Resync Option: Retry syncing any failed records directly from the audit log.
  
• Error Insights: View detailed JSON error messages to diagnose and resolve sync issues.
  
• Export & Download: Export sync logs or failed record data in JSON format for further reporting or compliance tracking.
  

The audit log helps businesses maintain transparency and accountability by keeping track of every sync operation.

5. Benefits of Zoho Trello Integration for Zoho CRM #

The Zoho Trello Integration for Zoho CRM offers several advantages for businesses looking to enhance their project management and CRM synchronization.

Key Benefits: #

• Improved Collaboration: Seamlessly sync CRM data with Trello boards, ensuring that your team has access to the latest customer information while managing projects.
  
• Automated Sync: Automate the flow of information between Zoho CRM and Trello, reducing the need for manual data entry and minimizing errors.
  
• Better Visibility: View customer and project information in real-time, with all activities and tasks related to each customer or project easily accessible.
  
• Streamlined Workflow: Keep your CRM and project management processes in sync, ensuring that no task or opportunity slips through the cracks.
  
• Increased Efficiency: By reducing manual effort and integrating workflows, the Zoho Trello Integration helps your team focus on what matters most. This delivers exceptional results.
  

Conclusion #

The Zoho Trello Integration for Zoho CRM enables your team to streamline project management and CRM workflows. With customizable sync options, real-time updates, and robust audit capabilities, businesses can ensure smooth, error-free synchronization between Zoho CRM and Trello. This integration enhances collaboration, reduces manual efforts, and improves the overall efficiency of your operations.
Sync records from Trello to Zoho CRM:

Reset the Connection #

If you want to use another Trello account, then click on the ‘Reset Connection’ option inside the Reset tab. By resetting your Trello account, the already synced records will be deleted.

You can get our extension directly from here. #

FAQ #

What is the purpose of integrating Trello with Zoho CRM? #

The integration enhances collaboration between sales and project management teams, providing a seamless flow of information and tasks.

How can I set up the Trello integration in Zoho CRM? #

Follow the detailed, step-by-step instructions that can be found in the above documentation. Configure the settings on the flexible configuration page that is designed to meet every business need.

What data is synchronized between Trello and Zoho CRM? #

Typically, tasks, contacts, and leads in Zoho CRM and boards, lists, and cards in Trello can be synchronized, allowing for a unified view of customer-related activities.

Can I customize the data that is synchronized between Trello and Zoho CRM? #

Yes, you can usually configure the integration settings to choose the specific data fields and types of information you want to synchronize. Also, you can customize the actions like create, update, and delete for which you need to sync records.

Is the Trello integration secure? #

Yes, our Trello integrations adhere to security standards, employing encryption and authentication protocols to ensure the safety of your data.

Can I track Trello activities within Zoho CRM? #

Yes, the integration should allow you to view Trello activities, updates, and task progress directly within Zoho CRM.

What happens if there are changes made to Trello? Will they reflect in Zoho CRM automatically? #

Yes. The integration is designed to keep data synchronized between the two platforms in real-time.

How can I troubleshoot issues with the Trello integration in Zoho CRM?

If you find any issues on record sync, you can directly Contact our Support team for assistance.