How to connect Zoho CRM + Trello
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- New ContactTriggers 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.Trigger
- New LeadTriggers 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.Trigger
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers 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.Trigger
- New or Updated LeadTriggers 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.Trigger
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Trello
Triggers when a new board is added.
Scheduled
Trigger
- Trello
Triggers when a new card is added.
Scheduled
Trigger
- Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
- Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
- Trello
Triggers when there is activity in Trello.
Instant
Trigger
- Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
- Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
- Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
- Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
- Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
- Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
- Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
- Trello
Creates a new checklist item in a card.
Scheduled
Action
- Trello
Creates a new board.
Scheduled
Action
- Trello
Adds a new card on a specific board and list.
Scheduled
Action
- Trello
Archives a card.
Scheduled
Action
- Trello
Adds one or more attachments to a specific card.
Scheduled
Action
- Trello
Adds an existing label to a specific card.
Scheduled
Action
- Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
- Trello
Adds one or more members to a specific card.
Scheduled
Action
- Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
- Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
- Trello
Closes a board without permanently deleting it.
Scheduled
Action
- Trello
Writes a new comment on a specific card.
Scheduled
Action
- Trello
Completes an existing checklist item in a card.
Scheduled
Action
- Trello
Creates a copy of an existing board.
Scheduled
Action
- Trello
Deletes an existing checklist on a card.
Scheduled
Action
- Trello
Adds a new label on a specific board.
Scheduled
Action
- Trello
Adds a new list on a specific board.
Scheduled
Action
- Trello
Removes an existing label from a card.
Scheduled
Action
- Trello
Finds a label on a particular board by name.
Scheduled
Action
- Trello
Finds a list on a particular board by name.
Scheduled
Action
- Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
- Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
- Trello
Finds a board in your Trello organization by name.
Scheduled
Action
- Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
- Trello
Finds a member in your Trello organization by name.
Scheduled
Action
- Trello
Finds or creates a specific board label.
Scheduled
Action
- Trello
Finds or creates a specific board list.
Scheduled
Action
- Trello
Finds or creates a specific checklist.
Scheduled
Action
- Trello
Finds or creates a specific organization board.
Scheduled
Action
- Trello
Finds or creates a specific organization card.
Scheduled
Action
How Zoho CRM + Trello Integrations Work
- Step 1: Authenticate Zoho CRM and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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