Introduction:
Zoho CRM and Trello are two powerful tools that can help you manage your business more efficiently. By connecting these two platforms, you can streamline your workflow and improve productivity. In this article, we will guide you through the process of connecting Zoho CRM and Trello.
Step 1: Set Up Your Zoho CRM Account
Before you can connect Zoho CRM and Trello, you need to set up your Zoho CRM account. If you already have an account, skip this step. Otherwise, go to the Zoho CRM website and sign up for a free trial or purchase a subscription.
Step 2: Set Up Your Trello Account
Next, set up your Trello account. If you already have an account, skip this step. Otherwise, go to the Trello website and sign up for a free account.
Step 3: Install the Zoho CRM-Trello Integration
To connect Zoho CRM and Trello, you need to install the Zoho CRM-Trello integration. Go to the Zoho Marketplace and search for “Zoho CRM-Trello Integration.” Click on the app and install it.
Step 4: Configure the Integration
Once you have installed the integration, you need to configure it. Go to your Zoho CRM account and navigate to “Settings” > “Integrations.” Click on “Zoho CRM-Trello Integration” and follow the instructions to set up the integration.
Step 5: Create a Trello Board
Now that you have connected Zoho CRM and Trello, you can create a Trello board. Go to your Trello account and click on “Create Board.” Give your board a name and add some lists and cards.
Step 6: Connect Your Zoho CRM Account to Your Trello Board
To connect your Zoho CRM account to your Trello board, go to “Settings” > “Integrations” in your Zoho CRM account. Click on “Zoho CRM-Trello Integration” and select the Trello board you want to connect to.
Step 7: Map Your Zoho CRM Fields to Your Trello Cards
Finally, you need to map your Zoho CRM fields to your Trello cards. Go to “Settings” > “Integrations” in your Zoho CRM account and click on “Zoho CRM-Trello Integration.” Select the Trello board you want to connect to and follow the instructions to map your Zoho CRM fields to your Trello cards.
Conclusion
By following these steps, you can easily connect Zoho CRM and Trello. This integration will help you streamline your workflow and improve productivity. With Zoho CRM and Trello working together, you can manage your business more efficiently and effectively.
