Trello + Zoho CRM
Create Trello cards for new or updated Zoho CRM module entries
Keep your workflow organized and streamlined with this tool. Whenever there's a new or updated module entry in Zoho CRM, it immediately creates a corresponding card in Trello. This ensures your Trello board stays up to date with all key CRM details, optimizing your data management processes while saving you time and boosting productivity.
Keep your workflow organized and streamlined with this tool. Whenever there's a new or updated module entry in Zoho CRM, it immediately creates a corresponding card in Trello. This ensures your Trello board stays up to date with all key CRM details, optimizing your data management processes while saving you time and boosting productivity.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
