Trello Integration for Zoho CRM

Connect Trello and Zoho CRM for seamless collaboration and task management.

Built for: CRM Developed by: Smackcoders
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The Trello integration with Zoho CRM allows users to sync their Trello boards with Zoho CRM. It enables users to manage their activities in Trello and track their progress in Zoho CRM. With this integration, the user can assign tasks to team members, set due dates, and track progress in real time. The synchronization between the two platforms also ensures that data remains up to date across both systems.

Key Features:

  • Allow users to create Trello Boards, Lists, and Cards linked to data in Zoho CRM modules like Leads, Contacts, and Accounts.
  • Easily sync records in either direction between Zoho CRM and Trello. Also Toggle automatic syncing on or off.
  • Sync bulk historical records for any specified time interval using Historical Sync
  • Configure settings with easy-to-use create, update, and delete switches and access audit logs to view detailed sync history and status information for your records inside Zoho CRM.

Tags

Deployment type Zoho platform
Published date Sep 18, 2023
Version 1.1
Latest Released date Nov 20, 2023
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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