xapplets.com Open in urlscan Pro
2606:4700:3036::6815:cd4  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to content
 * Home
 * Zoho CRM Extension
   * Mailchimp Extension for Zoho CRM
   * Zoho Xero Integration
   * Quickbooks Integration For Zoho CRM
   * Zoho CRM Trello Integration
 * Documentation
 * Contact Us

Menu
 * Home
 * Zoho CRM Extension
   * Mailchimp Extension for Zoho CRM
   * Zoho Xero Integration
   * Quickbooks Integration For Zoho CRM
   * Zoho CRM Trello Integration
 * Documentation
 * Contact Us

Pricing


TRELLO EXTENSION FOR ZOHO CRM


 * September 19, 2023
 * Author by Smackcoders


BACK TO BLOG




TRELLO ZOHO CRM EXTENSION

Are you using Trello for Task Management and CRM for Customer Service?

Introducing the Trello extension for Zoho CRM, the ultimate solution for
streamlined task management and efficient customer service. Managing the same
records on two different software increases the data conflict and leads to a
loss of time and effort. Let’s talk about the Trello extension for Zoho CRM
which has features of the “best of both worlds”.


REASON TO INTEGRATE TRELLO WITH ZOHO CRM

The customer is only able to interact with the service and support team and not
other internal teams. Meanwhile, the internal teams like engineering, finances,
etc. are also not able to know what exactly the customer needs are preferred.
The service team engages with the customer to the best of their ability and
often needs the support of the internal teams. This in turn creates a
communication gap between the customers and internal teams. During times of
strong engagement, follow-up tasks intended for these internal teams may get
overlooked.

Or perhaps these internal teams lack the proper environment in which to complete
these jobs.

The consumer experience suffers in both situations.

If your task management tool and your customer interaction tool can’t
communicate with one another, that will continue to be a difficulty.


WHAT IS TRELLO?

Trello is a task management tool that keeps the user organized, focused, and on
track. Trello boards are used to analyze your issues and can easily understand
what you need to work on and when.

Trello uses the Kanban view technique to see all your team’s tasks and statuses.
You can entirely modify the columns to the particular workflow of your team and
make work-related tags.

Trello assists in cutting down on pointless team communications.

Without having to directly ask for updates, I can see the status of the card
shift from “in process” to “in review” to “translated” by creating a card on the
localization Trello board. This eliminates the need to directly message anyone
on the team.


TRELLO ZOHO CRM EXTENSION.

To overcome the above-mentioned issue and to bridge the gap between Zoho CRM 
and Trello, the Trello integration for Zoho CRM was introduced. It effectively
manages and tracks all the tasks of all your contacts under one roof. Thus this
integration saves more time and effort.  It helps in creating different
workstations with various Trello boards. Each Workstation can be shared with the
customers involved and utilized for a distinct set of task management will make
a list of tasks. We can build different task lists, and the list title may
reflect the task’s status, such as “in progress,” “approved,” “finished,” etc.

Your task cards are movable between different list titles. Trello cards include
a vast array of capabilities, including the ability to put a task’s title and
description as well as connect to and attach relevant documents and links.


FIRST INSTALL AND CONFIGURE

The Trello Zoho CRM Extension made available in Zoho Marketplace

Download the extension and install it by accepting the terms and conditions.

Connect the Trello account and authorize the Zoho  CRM with the extension

Then configure the settings using easy-to-use and User-friendly UI

The Configuration page comprises four tabs in the Left Side menu. They are as
follows:

 * Settings
 * Mapping
 * Historical sync
 * Audit

SETTINGS

The settings page is used to configure the extension. It comprises the four tabs
that include Zoho sync configure, Trello sync configures, Reset, and Languages.

CONFIGURING SYNC OPTIONS FOR ZOHO CRM

The Zoho Sync configuration displays the modules of the Zoho CRM such as Tasks,
Cases, Leads, Contacts, and Accounts.

Each module has three switches  (i.e. Create, Update, and Delete) and a power
button to configure.

You can easily set up the sync of any module on any actions like create, update,
and delete. That is when you enable the create and update switches of the
contact module and disable the delete switch. Then, on creating or updating a
contact in Zoho CRM, a card regarding the contact will be created in Trello. And
If you delete any record then it won’t be updated on Trello as you disable the
delete switch.

The Onsave sync option is to sync records instantly when it was saved.

CONFIGURING SYNC OPTIONS FOR TRELLO INTEGRATION

Move on to the Trello sync configure tab. Tick the Allow sync checkbox to sync
records from Zoho CRM to Trello and Vice-versa.

The Trello Sync Configure tab comprises Boards, Lists, and Cards.

Along with the create, update, and delete switch the Trello sync configure tab
has an extra switch called CRON.

CRON scheduler runs every ten minutes to sync records automatically after every
ten minutes.

Finally, don’t forget to update the configuration unless no changes will be
saved.

RESET CONNECTION

Reset option here is used to change an existing Trello account and add another
Trello account.

LANGUAGES

It supports three languages by default such as English, German, and French. You
can select any language and update the language.

MAPPING

Mapping is the process of matching all the Zoho CRM fields with the Trello
fields. Mapping plays an essential role in syncing records. Usually, all the
Zoho fields and Trello fields are mapped by default.  Map the fields in case you
need to add the custom fields.

Mapping is easy with the drag-and-drop method. Dragging the right widget from
the right side menu and dropping it inside the corresponding field box.

HISTORICAL SYNCHRONIZATION

Historical sync means syncing bulk records between any predetermined time
period.

The historical sync page has a double-play switch that plays a dual role. Toggle
the Switch to the right side to sync records from Trello to Zoho and toggle the
switch to the left side to sync the records from Zoho to Trello.

AUDIT

The Audit page shows the status of every record sync with its complete details
like module name, success or failure, sync direction, etc. An overview on a
single page that will show all the sync details handy is an added advantage.
Also, Resync the failed records from here. It becomes so easy to filter the sync
statuses between any particular intervals by simply  entering the From and To
date.


SYNCHRONIZATION TYPES

Onsave Sync

Sync records From Zoho to Trello as soon as the record is saved.

Copy to Trello sync

Sync the existing records from its detailed view from Zoho CRM to Trello. In
this type of sync, you can sync records one by one.

Historical sync

Sync Bulk records bidirectionally between any specific time intervals from Zoho
CRM to Trello and vice versa.

CRON sync

Sync records automatically after every ten minutes from Trello to Zoho CRM.


BENEFITS OF INTEGRATING TRELLO WITH ZOHO CRM

 * Since major works in our workspace are related to multiple teams and can work
   on issues at the same time receive plenty of input from colleagues and
   clients. This in turn enhances the team colloboration.
 * Support staff are more productive and can provide better customer service
   because of this end-to-end loop.
 * Everyone is in agreement and not impeding one another.
 * This integration enhances team cooperation and adds vital customer context to
   job management.
 * Because of this interconnectivity, the operational staff is fully aware of
   the issue they are trying to resolve for a client and why
 * Manage and keep track of your leads in one location.
 * Improves Sales cycle.


CONCLUSION

The Trello Extension for Zoho CRM seamlessly integrates the Trello Boards,
Lists, and Cards with the Leads, Contacts, and Accounts of Zoho CRM. This will
effectively enhance team collaboration and productivity.

Get a Shot at our new Zoho CRM and Trello Integration

Refer the full walkthrough video of the Step by step instruction on how to sync
record between Zoho CRM and Trello

For customization and services of any Zoho CRM extensions feel free to reach out
to us at support@smackcoders.com


XAPPLETS

For your CRM, we provide ZOHO enterprise solutions. Try out our extensions and
experience data synchronisation.

Facebook Twitter Linkedin Youtube


OVERVIEW

About Us
Blog
Documentation


ZOHO EXTENSIONS STORE

Zoho CRM QB Integration
Zoho CRM Mailchimp
Xero integration for Zoho CRM
Trello Integration for Zoho CRM


HELP & SUPPORT

Call Us +1 (415) 799-8288
Privacy Policy
Terms and Conditions

© 2011 – 2023 | All Rights Reserved | Powered by Smackcoders, Inc