How To Setup Zoho Crm And Trello Integration

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In this article, I will walk you through the step-by-step process of setting up the integration between Zoho CRM and Trello, which can effectively streamline your work processes and improve productivity. Additionally, I will also share my personal experiences and insights during this setup.

Step 1: Create a Trello Account

If you haven’t already, start by creating a Trello account. Simply visit the Trello website at https://trello.com and sign up using your email address.

Step 2: Create a Zoho CRM Account

Next, you’ll need to create a Zoho CRM account. Head over to the Zoho CRM website at https://www.zoho.com/crm/ and sign up for an account. Zoho CRM offers a free trial, allowing you to explore its features before committing to a paid plan.

Step 3: Install the Zoho CRM Extension in Trello

Once you have both Trello and Zoho CRM accounts, you can proceed to install the Zoho CRM extension in Trello. To do this, open Trello and click on the board menu in the top-right corner. Then select “Power-Ups” from the dropdown menu.

In the Power-Ups menu, search for “Zoho CRM” and click on the Zoho CRM extension. Click the “Enable” button to activate the integration.

Step 4: Connect Zoho CRM to Trello

After enabling the Zoho CRM extension, you’ll need to connect your Zoho CRM account to Trello. To do this, click on the “Connect to Zoho CRM” button within the Zoho CRM extension in Trello.

A new window will open, prompting you to log in to your Zoho CRM account. Enter your Zoho CRM credentials and follow the on-screen instructions to authorize the integration between Zoho CRM and Trello.

Step 5: Configure Sync Settings

Once you have connected Zoho CRM to Trello, you can configure the sync settings to determine how the integration behaves. The sync settings allow you to choose what data is synced between the two platforms and how it is displayed.

For example, you can select which Trello boards, lists, and cards should be associated with Zoho CRM records. You can also choose the mapping of fields between Zoho CRM and Trello.

Step 6: Start Using the Integration

With the integration set up and configured, you can now start using it to enhance your workflow. Here are a few ways you can leverage the Zoho CRM and Trello integration:

  1. Create new Trello cards directly from Zoho CRM leads or contacts.
  2. Link existing Trello cards to Zoho CRM records.
  3. Sync changes made in Zoho CRM to corresponding Trello cards and vice versa.
  4. View Zoho CRM fields and information within Trello cards.

Conclusion

Integrating Zoho CRM with Trello can be a game-changer for businesses looking to streamline their sales and project management processes. By following the steps outlined in this article, you can set up this integration in no time and start reaping the benefits of improved collaboration and efficiency.