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.
Trello Boards, Lists, and Cards #
Boards Trello boards are the modules, projects, or products you are working with. Each board comprises lists and cards. You can add as many boards as you want. Lists The process of the workflow is said to be the Lists Cards Cards are the tasks on the lists that can be moved to any other list when they progress or are completed.
Install the Trello Zoho CRM Extension #
Login to your Zoho Account Navigate to Settings<< Market place<< All Now search for Trello Integration for Zoho CRM and click on Install.
Connect the Trello account #
- Once you have installed the Trello Zoho CRM Extension, click on these three dots and select Trello boards.
- This will lead you to the Connect and Authorize page.
- On this page, click on Connect button at Trello to connect your Trello account with your Zoho CRM.
- Here, you have to provide your personal key and personal token.
- Get the Personal key and token by clicking on this URL: https://trello.com/app-key
- Copy the personal key provided on that website and paste it into the personal key field of the configuration settings.
- Enter the return URL, https://app.xapplets.com/api/callbacktrello, on the New Allowed origin field
- Then Click on the token link related to the personal key on the given URL, and a new token is generated. Copy the token and paste it into the Token field of the Zoho-Trello configuration window.
- Now the Trello login page will be displayed. Login to your Trello account with valid credentials.
- Once logged in, the pop-up window will appear to give Trello permission to access your Zoho CRM.
- Click on Allow.
- Now your Trello account is connected to the extension
Authorize Zoho CRM #
- After connecting your Trello account to the extension, you need to authorize Zoho CRM to access the extension.
- For that, click on Authorize button corresponding to the Zoho CRM
- Here, select Accept to allow “Trello integration for Zoho CRM” to access your data to perform synchronization.
- Then click on Next to start your data sync.
Settings #
- Before syncing records, you need to configure the settings. Click on settings from the left-side menu.
- Enable the create, update, and delete switch of the respective module in order to sync records correspondingly from Zoho to Trello and vice versa.
Zoho Sync Configuration #
- Navigate to the Zoho Sync Configuration tab on the settings page. Here it displays all the modules of Zoho CRM, including Contacts, Accounts, and Boards.
- Enable or disable the create, update, and delete switch related to any module to sync records based on the action.
- For example, if you enable the Create option of the Contacts module, then whenever the contact is created in Zoho CRM, it will be updated as a card in Trello.
- Enable the Onsave sync option in order to sync records as soon as the record is saved.
- Select the Default module (from the Trello sync configuration tab) to be synced from the drop-down. It includes Contacts, Accounts, and Leads
Trello Sync Configuration #
Navigate to the Trello Sync Configure tab on the settings page. Here it displays all the modules of Trello, including boards, leads, contacts, and accounts. Select the default module (Leads, Accounts, and Contacts) from the drop-down to sync your Trello cards. Like Zoho Sync Configuration,enable or disable the create, update, and delete switches based on which actions the records are to be synced.
Field Mapping #
In order to sync the records from Zoho CRM to Trello and vice versa, mapping plays an important role. Map all the Zoho fields to the Trello fields. Unless mapped, the records will not be synced. Mapping can be done separately for all the modules like cases, tasks, contacts, leads, and accounts. All the fields in Zoho CRM and Trello are mapped by default. You can also perform custom field mapping with a simple drag-and-drop method. That is, select and drag the field that you want to relate to the Trello field from the list of field items present on the right side. Drop it inside the appropriate field box.
Record Synchronisation #
The records will be synced bi-directionally between Zoho CRM and Trello with various syncing methods. The types of sync include
- Onsave Sync
- Historical Sync
- CRON sync
Onsave Sync #
Whenever the onsave sync option is enabled, the records will be synced from Zoho to Trello at the time when the record was saved.
Historical Sync #
Historical Sync will be performed in order to sync bulk records between any specified period. This sync is bidirectional and can be easily handled by simply toggling the switch from the right side to the left side. To sync records on historical events, navigate to the Historical Sync tab from the left-side menu. Sync from Zoho CRM To Trello
- On the Historical Syncleads page, toggle the switch to the right side to sync records from Zoho to Trello.
- Select modules like leads, contacts, and accounts from the drop-down menu.
- Now choose the From and To date between which you want to sync records
- Click on Sync. It will display the number and name of the records to be synced from the Zoho CRM to Trello.
- Click on Continue to Sync. It will sync all the records between the specified period from Zoho CRM to Trello. If you want to stop the sync, click on cancel.
Syncing from Trello to Zoho CRM On the Historical Sync page, toggle the switch to the left side to sync records from Trello to Zoho. Like the Zoho sync, select the modules and choose the time period between which you want to perform the sync.
CRON Sync #
The CRON scheduler runs automatically after every ten minutes. It will sync records from Trello to Zoho CRM every ten minutes.
How many records can be synced using the Trello Zoho CRM extension? #
With Trello Integration for Zoho CRM, you can easily sync up to 1000 records by means of Onsave sync, historical sync, and CRON sync. To sync more than 1000 records, you can contact us at [email protected] Language
- This extension allows three languages of Zoho CRM by default. The three languages include English, German, and French.
- If you want to change or update any of these three languages,
- Navigate to Settings and click on the Language tab
- Now select the languages you want from the drop-down menu
- And click on Update Language.
Reset the Connection #
If you want to use another Trello account, then click on the ‘Reset Connection’ option inside the Reset tab of the Settings page. By resetting your Trello account, the already synced records will be deleted.
Audit #
To view the sync history of all your records, click on the Audit menu from the left sidebar. This will give you the detailed status of the record, like the name, the data flow of records, the module name, the message that the record was created successfully or not, and the created date and time. It also has filters to find records based on the ‘from’ and ‘to’ dates. You can also set the number of records that should be shown on a page. Click on the Results per Page drop-down at the top and select the numbers you need. Also, search a particular record by clicking the search icon present at the top right corner. You can search any of the synced records by means of the module name, record name, sync statuses, data flow, created date, and time. This extension allows you to resync the failed record from the Log or Audit section. You can check the failed records by checking the status.
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.
Are there any additional costs associated with Trello integration in Zoho CRM? #
Check with your service provider or refer to the pricing details to understand if there are any additional costs for utilizing the Trello integration.
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?
- The Zoho CRM support team or the Trello integration support portal can provide assistance. You can also refer to the troubleshooting section in the integration documentation.
- Is there a limit to the number of users or boards that can be integrated?
- Check the terms of your subscription or the integration documentation for any limitations on users, boards, or other parameters.
Remember to consult the specific documentation for both Trello and Zoho CRM for the most accurate and up-to-date information.