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.
- View information from any Trello record and use Trello to add new records to Zoho CRM.
- Bidirectionally sync records of the modules Leads, Contacts, and Accounts from Zoho CRM to the Boards, Lists, and Cards of Trello and Vice- versa.
- Every Zoho field and Trello field is mapped by default
- Allows custom field mapping by effortless drag and drop method.
- Easy configuration with Enable/Disable option of creating, updating, and deleting switches.
- The created contacts/leads/accounts (default module) Zoho CRM will be synced as cards in Trello and vice-versa
- Enabling the create switch of any module of Trello will trigger a create action on Zoho CRM
- Disabling of create, update, and delete switches of Trello will not trigger any action on Zoho CRM.
- Safe and secure sync in both directions with Trello and Zoho API.
- Perform an existing record search and upload the results to Trello.
- Easy to analyze and verify the number of synced and unsynced records directly from the audit page.
Integrate Zoho CRM and Trello
Once the extension is installed, connect your Trello account and authorize Zoho CRM to access the extension for record sync.
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.
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
- Every trigger of Trello reflects an action in Zoho CRM and Vice-Versa.
- Whenever a Board is created in Trello, it will sync as a Custom module in Zoho CRM.
- The Trello Card will be synced based on the default module selected from the drop-down. It includes cases, tasks, leads, accounts, and contacts.
- The comments and Activity updated in every card of Trello will be updated as notes.
- The Card archived in Trello triggers the action of removing records of the module that was selected in the default module from the drop-down.
- The Card due of Trello will send an email or notification to the user indicating the due date and time
- The Lists of Trello will be synced as the picklists of predetermined default modules.
- When you change your card from one lists to another based on the workflow changes then it will updated and synced by changing the stages of the default module selected(Tasks,Cases, and Leads stages).
- The Trello label will be created as CRM tags.
- Sync records instantly as soon as the record was saved by the Onsave sync method
- Sync any existing records from Zoho to Trello by means of copy to Trello Sync
- Sync Bulk Records between any specific time period
- Automatic record sync from Trello to Zoho CRM every ten minutes via CRON
- Analyse and verify all the success and failure statuses of the sync from the Audit page
- Easily filter the sync status of any record between any particular time interval by entering the From and To date
- Search the sync statuses of any specific module by means of Global search
- The failed records can be restored directly from the audit 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
Documentation
Enhances the team colloboration and productivity with seamless record sync between Trello and Zoho CRM.