Trello for Zoho CRM lets you create boards or lists and sync CRM records onto these boards. Different lists can be created for different stages of any deal, and records can also be added to their respective stages on the lists automatically. Members can collaborate as a team on any board.
Manage your Sales Cycle with either Trello or Zoho CRM and all changes will be reflected in both tools. It's that easy!
Key Features:
Create Trello boards from Zoho CRM
CRM records are added to boards based on the stage they belong to
View the different stages as lists on Trello
To obtain the Trello Api key and token: Log in to Trello and obtain the API key by accessing the link(https://trello.com/app-key). Token can be generated by clicking the link Token in the same page.
Upon checking, it looks like you have reached out to support, seeking assistance in getting the API key and token to configure the integration. Kindly use the link https://trello.com/app-key to get the API key and token to set the integration up. Also, the same has been covered in the help documentation under the "Note" section, which can be referred to at the link below
Could you please elaborate on the trouble that you are having to make this extension work so that we can have it rectified immediately? Also, we'd be glad to help you over a remote session to set this extension up from the get-go. Hit us up at support@zohoextensions.com.
It was hard to connect but I eventually managed with the help of the Support Team who was very thorough every time I sent a ticket. It seems to sync just fine now, I wish it had more features in common like deadlines and tags, I leave it as a suggestion :)
People are nice enough but I can't get it to work. Emailed support to make sure it works for what I'm doing but can't get support to answer my questions so I have to pass on this product. I'm sure its what I need. I'll just never know.
This extension is currently not supported for the Accounts module. However, we will look into the nitty-gritty detail of supporting this extension for the Accounts module in future enhancements. Also, this integration is designed to sync both ways.
If you need further assistance, please drop an email to us at support@zohoextensions.com, we’d be glad to assist you.
We couldn't find any support ticket related to your account for this extension. Could you please explain the issue with sync in detail to assist you with this integration?
We understand that you are facing issues with the extension. We apologize for the inconvenience caused. In order for me to get further insight into this issue, we encourage you to send us an email to support@zohoextensions.com explaining the issue so that we can assist you better.
We understand that you are facing issues with the extension. We apologize for the inconvenience caused. In order for me to get further insight into this issue, we encourage you to send us an email to support@zohoextensions.com explaining the issue so that we can assist you better.
We understand that you are facing issues with the extension. We apologize for the inconvenience caused. In order for me to get further insight into this issue, we encourage you to send us an email to support@zohoextensions.com explaining the issue so that we can assist you better.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Trello for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Upon checking, it looks like you have reached out to support, seeking assistance in getting the API key and token to configure the integration. Kindly use the link https://trello.com/app-key to get the API key and token to set the integration up. Also, the same has been covered in the help documentation under the "Note" section, which can be referred to at the link below
https://help.zoho.com/portal/en/kb/crm/extensions/team-collaboration/articles/trello#Creating_a_Trello_Board
If you need any assistance, please don't hesitate to hit us up at support@zohoextensions.com.