Introduction:
Zoho CRM is a powerful customer relationship management tool that helps businesses manage their sales, marketing, and support activities. Trello, on the other hand, is a visual project management tool that allows teams to collaborate and organize tasks in a more efficient way. Integrating these two tools can help businesses streamline their processes and improve productivity.
Step 1: Create a Zoho CRM Account
To begin with, you need to create a Zoho CRM account if you don’t already have one. You can sign up for a free trial or choose from the various pricing plans available.
Step 2: Create a Trello Account
Next, you need to create a Trello account if you don’t already have one. You can sign up for a free account or choose from the various pricing plans available.
Step 3: Install the Zoho CRM and Trello Integration
Once you have created both accounts, you need to install the Zoho CRM and Trello integration. You can do this by going to the Zoho Marketplace and searching for the Trello integration. Click on the “Install” button to install the integration.
Step 4: Configure the Integration
After installing the integration, you need to configure it. You can do this by going to the Zoho CRM settings and selecting the Trello integration. From there, you can choose which modules you want to integrate with Trello and customize the integration settings.
Step 5: Create a Board in Trello
Once you have configured the integration, you need to create a board in Trello. You can do this by clicking on the “Create Board” button and giving it a name. You can also add lists and cards to the board to organize your tasks.
Step 6: Connect Zoho CRM Records to Trello Cards
Finally, you need to connect Zoho CRM records to Trello cards. You can do this by going to the Zoho CRM module that you have integrated with Trello and selecting a record. From there, you can click on the “Create Card” button to create a card in Trello and link it to the selected record.
Conclusion
By following these steps, you can successfully integrate Zoho CRM and Trello to streamline your business processes and improve productivity. The integration allows you to manage your sales, marketing, and support activities in Zoho CRM while organizing tasks and collaborating with your team in Trello.
