zoho-trello

Zoho CRM Trello Integration

Trello integration for Zoho CRM allows you to sync all the records between Zoho CRM and Trello. With this integration, you can sync all the boards, lists and cards on Trello via Zoho CRM.With the help of Zoho CRM, you can collaborate with your team and manage your complete sales pipeline.

Integrate Zoho CRM and Trello

Connect and Authorize
Connect and Authorize

Once the extension is installed, connect your Trello account and authorize Zoho CRM to access the extension for record sync.

Mapping the fields
Map the fields

Before syncing records, map all the Trello fields with Zoho fields in case of adding custom fields by drag and drop method. All other fields are mapped already.

Record Sync
Record Sync

Bidirectionally syncs all the Zoho records to Boards, Lists, and Cards of Trello and Vice-versa.

Video Tutorial

Video Description

In this tutorial, we delve into the seamless bi-directional synchronization of your Zoho CRM records with Trello, enhancing your workflow efficiency. Starting with the initial setup, you’ll learn how to connect your Trello account to Zoho CRM, configure synchronization settings for different modules, and map fields accordingly. We’ll explore three types of record sync methods: Historical sync for bulk data transfer, Onsave sync for instantaneous updates, and automatic record sync via a CRON scheduler. Additionally, we’ll demonstrate how to track sync statuses using the Audit History feature. Whether it’s syncing boards, lists, or cards between the two platforms, this extension ensures a streamlined and organized approach to managing your data. Follow along as we guide you through each step, empowering you to maximize the benefits of Trello Integration for Zoho CRM. We hope this video proves valuable for your workflow optimization.

Highlighted Features

Trigger Action between Trello and Zoho CRM
Trigger & Action
Various syncing Methods
Various syncing Methods
Sync statuses in a single page
Sync statuses in a single page

Getting Started

  • Login to the Zoho MarketPlace.
  • Search for the Trello Integration for Zoho CRM.
  • Enjoy a Free trial for 10 days to test and verify the extension functionality that suits your business needs.
  • Buy the extension on a recurring basis of Monthly or Yearly Subscription.

Zoho Trello Free Trial

ZOHO TRELLO

Streamline your cards with leads, accounts,and contacts
$ 10 Monthly
  • Sync contacts/account/leads
  • Sync records instantly using Onsave sync
  • Historical records sync & logs to track
  • Automated cron sync every 10 mins

ZOHO TRELLO

Streamline your cards with leads, accounts,and contacts
$120
$ 100
80
Yearly
  • Sync contacts/account/leads
  • Sync records instantly using Onsave sync
  • Historical records sync & logs to track
  • Automated cron sync every 10 mins
16% Off

Documentation

Enhances the team colloboration and productivity with seamless record sync between Trello and Zoho CRM.

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