Trello + Zoho CRM
Create Trello cards for new or updated Zoho CRM contacts
Stay organized and on top of your contacts by bridging Zoho CRM and Trello. With this workflow, whenever there's a new or updated contact in Zoho CRM, a card is instantly created in Trello. This is a perfect solution for keeping track of client information in a collaborative and visual space, ensuring you never miss important updates.
Stay organized and on top of your contacts by bridging Zoho CRM and Trello. With this workflow, whenever there's a new or updated contact in Zoho CRM, a card is instantly created in Trello. This is a perfect solution for keeping track of client information in a collaborative and visual space, ensuring you never miss important updates.
- When this happens...New 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.
- 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
