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

k.ohshiro

Many people use Trello for task and project management. It is an excellent service that allows you to visually grasp the progress of tasks and share them with team members, facilitating smooth project progress. 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 who manage customer information in Zoho CRM and task management in Trello. If you are interested, please refer to this article and try automatic integration with Yoom! [What is Yoom] Benefits of Integrating Zoho CRM and Trello Benefit 1: Reducing 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 like this results in the hassle of entering the same information twice. However, with the integration introduced here, adding tasks to Trello becomes unnecessary, and it is completed with just adding to Zoho CRM. This reduces the time spent on task addition, allowing you 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 wasteful. By using the integration in this article, part of the manual work is automated, minimizing human error. This maintains the 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 actually 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: 1. Set up an app trigger in Zoho CRM 2. Retrieve tasks in Zoho CRM 3. Create a new card in Trello Yoom offers the above three steps as a template. It is easier to create a flow bot 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

Once you have copied 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. Set Up 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 each registration

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

Step 1. Set Up App Trigger

First, click on 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 please check it and click "Next" if there are no issues.

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 steps described, send a Webhook event or execute the event that triggers it, and click Test.
If the test is successful, save it as is.

Step 2. Retrieve Task

Next, please click "Retrieve Task".

On the first page, the account information will be displayed as in Step 1, 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 "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 on 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 mandatory fields, so be sure to enter them.

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

Click "Test" and if there are no errors, click "Save".
If 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.
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 an Account 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

These were the steps to integrate Zoho CRM with Trello!
As you can see, Yoom allows you to easily set up integrations without any programming knowledge.
Using the integration described in this article can help reduce working time and minimize human errors.
With fewer input mistakes, it's easier to maintain information consistency, reducing unnecessary efforts and improving task management efficiency.

If you're interested, please start by registering for free here!
Thank you for reading until the end.

The person who wrote this article

k.ohshiro

I've been working for SaaS companies as a customer success since I was a student. I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other. Since apps can be linked without code with Yoom, anyone can easily set it up. I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!