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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.
  • Sync upto 1000 records that includes the record sync with Onsave sync, Historical sync, and CRON sync
  • 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

Connect and Authorize
Connect and Authorize

Once the extension is installed, connect your Trello account and Authorize the Zoho CRM to access the extension for syncing records.

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.

Zoho Trello Tutorial Video

Trello Integration For Zoho CRM

Trigger Action between Trello and Zoho CRM
Trigger & Action between Trello and Zoho CRM
  • Every trigger of Trello reflects an action in Zoho CRM and Vice-Versa
  • Trigger and Action between Zoho CRM and Trello is Bidirectional
  • Whenever a Board is created in Trello, it will sync as Custom module in Zoho CRM
  • The Card created in Trello will be synced based on the default module selected from the drop-down. It includes cases, tasks, leads, accounts and contacts.
  • The comment and Activity updated in every card of Trello will be updated as notes in Zoho CRM
  • The Card archived in Trello triggers the action of removing records of the module which was selected in the default module from the drop-down
  • The Lists of Trello will be synced as the picklists of predetermined default modules.
  • The Card due of Trello will send an email or notification to the user indicating the due date and time
  • 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 label created in Trello will be created as tags in Zoho CRM.
Various syncing Methods
Various syncing Methods
  • 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 from Zoho to Trello and Vice-versa.
  • Automatic record sync from Trello to Zoho CRM every ten minutes via CRON
Sync statuses in a single page
Sync statuses in a single page
  • 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 resynced directly from the audit page.

Zoho Trello Free Trial

ZOHO TRELLO

Streamline your cards with leads, accounts,and contacts
$ 0 Trial / 14 Days
  • Sync contacts/account/leads
  • Sync records instantly using Onsave sync
  • Historical records sync & logs to track
  • Automated cron sync every 10 mins
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Documentation

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

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