Trello + Zoho CRM
Create or update Zoho CRM module entries when new boards are added in Trello
When a new board is created in Trello, this workflow ensures a timely update or creation of a module entry in Zoho CRM. This efficient process ensures your CRM keeps pace with your project management, enabling smoother coordination and tracking across platforms. This is an effective way to link Trello's project planning capabilities with the customer tracking features of Zoho CRM.
When a new board is created in Trello, this workflow ensures a timely update or creation of a module entry in Zoho CRM. This efficient process ensures your CRM keeps pace with your project management, enabling smoother coordination and tracking across platforms. This is an effective way to link Trello's project planning capabilities with the customer tracking features of Zoho CRM.
- When this happens...New Board
Triggers when a new board is added.
- automatically do this!Create/Update Module Entry
Create or update module entries
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