Zoho CRM
Trello
integromat

An automated workflow using integromat

Connects Zoho CRM + Trello

Create a Trello board from a new Zoho CRM lead

About this workflow template

This automation scenario allows you to connect Zoho CRM and Trello

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Zoho CRM and Trello can also be integrated using automation tools other than integromat:

Diagram

Create a Trello board from a new Zoho CRM lead
Workflow diagram: Zoho CRM + Trello integration

How it works?

When this trigger fires in Zoho CRM

Zoho CRM

Watch Objects in Zoho CRM

Triggers when a new object is created or updated.

Then this action happens in Trello

Trello

Create a Board in Trello

Creates a new board.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a Trello board from a new Zoho CRM lead.

Part I

Configure Applications

First, we need to connect Zoho CRM and Trello to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Zoho CRM to Make.com.

    Connect Zoho CRM to Make.com.

    Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.

  • Connect Trello to Make.com.

    Connect Trello to Make.com.

    Give Make.com access to your Trello account, using Trello credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Zoho CRM

    Set up a Trigger action for Zoho CRM

    Choose the following trigger: Watch Objects (Triggers when a new object is created or updated.).

  • Then set up an Action for Trello

    Then set up an Action for Trello

    Choose this action: Create a Board (Creates a new board.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho CRM and Trello.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Trello board from a new Zoho CRM lead!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card moved to list

    Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

    zapierautomateio
    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

    zapier
    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

    integromat
    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

    zapier
    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

    integromat
    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

    zapier
    actionbyzapier

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.