How to integrate Zoho CRM with Trello to add tasks to Trello when they are registered in Zoho CRM

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Many people use Trello for task and project management.
It's an excellent service that allows you to visually track task progress and share it with team members, facilitating smooth project progression.
However, manually adding tasks each time can be cumbersome.
This article explains how to automatically add information registered in Zoho CRM as tasks in Trello.
This automatic integration is recommended for those managing customer information in Zoho CRM and tasks in Trello.
If you're interested, please refer to this article and try automatic integration with Yoom!

[What is Yoom]

Benefits of Integrating Zoho CRM and Trello

Benefit 1: Reduced Workload

Are there any of you who manage tasks using both Zoho CRM and Trello and perform the following tasks?

① Add tasks to Zoho CRM
② Add the same information as tasks in Trello for sharing with team members

Managing tasks across multiple apps can lead to the hassle of entering the same information twice.
However, with the integration introduced here, adding tasks to Trello becomes unnecessary, and it can be completed by adding them only to Zoho CRM.
This reduces the time spent on adding tasks, allowing the person in charge to utilize the extra time for other tasks.
As a result, productivity is expected to improve.

Benefit 2: Consistency of Information

Manually adding tasks each time increases the risk of human error.
Have you ever experienced the following?

Entered incorrect information when transferring data from Zoho CRM to Trello
This caused inconsistencies between the two apps, requiring confirmation of the correct information with the person in charge

Such mistakes lead to unnecessary work, which is a waste.
By using the integration in this article, some of the manual tasks are automated, minimizing human error.
This helps maintain consistency of information between Zoho CRM and Trello, leading to accurate data maintenance.

Integration Flow of Zoho CRM and Trello

Now, let's introduce how to integrate Zoho CRM and Trello.
The flow introduced here is "Add to Trello when a task is registered in Zoho CRM."
The specific integration steps are as follows.

Set up an app trigger in Zoho CRM
Retrieve tasks in Zoho CRM
Create a new card in Trello

Yoom provides the above three steps as a template.
You can create a flow bot more easily than creating from scratch, so first click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of My Apps with Zoho CRM and Trello

After copying the template, register Zoho CRM and Trello in Yoom's My Apps as a preliminary step.
If you have already registered, please proceed to "Step 1. Setting the App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in order

2. Search for Zoho CRM and Trello from the search window and enter the necessary information for registration

If Zoho CRM and Trello are displayed in the My Apps list, the preparation is complete!
Let's proceed to the detailed settings immediately!

Step 1. Setting the App Trigger

First, click the app trigger "When a task is created (Webhook)".

On the first page, the account information of the pre-linked Zoho CRM will be displayed, so check it and if there are no issues, click "Next".

On the next page, specify the "Zoho Domain" and "Channel ID".
Once the input is complete, click "Test" and proceed to the next step.

On the next page, follow the instructions provided to send a Webhook event or execute the trigger event, and click Test.
If the test is successful, save it as is.

Step 2. Retrieve Tasks

Next, click "Retrieve Tasks".

On the first page, as in Step 1, the account information will be displayed, so if there are no issues, click "Next".
On the second page, set up to retrieve task information.
The information obtained here can be used when creating a new card in Trello.
Enter the "Zoho Domain" and "Task ID" and click "Test".

If there are no errors, save and proceed to the next step.

Step 3. Create a New Card

Now, click the final step "Create a New Card".

On the first page, just check the account information, and if there are no issues, click "Next".
On the second page, set up to create a card.
"Key", "Token", "Board ID", and "List ID" are required fields, so be sure to enter them.

Other fields are optional, so utilize the information output from Zoho and enter as needed.
It is recommended to enter detailed information in the description field.
This allows you to check detailed task information on Trello without accessing Zoho CRM.

Click "Test" and if no errors occur, click "Save".
Once a popup like the one below appears, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Automation Examples Using Zoho CRM

Yoom offers many automation examples using Zoho CRM.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. Notify Slack when a new account is created in Zoho CRM

For those using Slack as a communication tool, you can send automatic notifications by integrating with Zoho CRM.
It is recommended for those who want to share account information with members.

2. When an account is registered in Zoho CRM, send an email via Gmail after approval

For those who manually create and send emails to accounts each time, using this integration can reduce the burden of manual work.
Since the time to create emails is shortened, you will be able to complete communication with accounts more quickly.

3. Create a Contact in Zoho CRM When a Row is Added in Google Sheets

The flow introduced in this article was initiated from Zoho CRM, but this integration starts from Google Sheets and outputs information to Zoho CRM.
It is recommended for those who manage customer information using both Google Sheets and Zoho CRM.

Summary

The above was the procedure for integrating Zoho CRM with Trello!
As you can see, Yoom can be used without programming knowledge, making it easy to set up integrations.
Using the integration described in this article can reduce working time and also help minimize human errors.
With fewer input mistakes, it becomes easier to maintain consistency of information, reducing unnecessary effort and improving task management efficiency.

If you are interested, please start by registering for free here!
Thank you for reading to the end.