When a task is registered in Zoho CRM, add it to Trello.

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■Overview

This is a flow that adds a task to Trello when it is registered in Zoho CRM.

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■Recommended for‍

1. Those who use Zoho CRM for business

・Those who use Zoho CRM for managing tasks related to deals and customer interactions

・Sales teams that have implemented Zoho CRM

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2. Those who centrally manage tasks within a team

・Project managers who manage team tasks using Trello

・Those who manually input Zoho CRM tasks into Trello

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■Benefits of using this template

Zoho CRM is a tool that centralizes customer management and aids in managing sales processes.
However, when using multiple tools for task management, there is a possibility of missing or failing to share tasks.

This template allows tasks registered in Zoho CRM to be automatically added to Trello, enabling centralized task management in Trello.
If you manage team tasks in Trello, you can automatically link tasks related to deals and customer interactions from Zoho CRM, thereby streamlining management tasks.

By consolidating tasks in Trello, information sharing among members becomes smoother, preventing delays and duplication of work.

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■Notes‍

・Please integrate both Zoho CRM and Trello with Yoom.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

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Trello

Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.

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