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.
Categories
Zoho CRM and Trello can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho CRM
Watch Objects in Zoho CRM
Triggers when a new object is created or updated.
Then this action happens in 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 if you don't have one.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
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
Choose the following trigger: Watch Objects (Triggers when a new object is created or updated.).
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
Configure the data that is exchanged between Zoho CRM and Trello.
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!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard 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).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
Create module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
actionbyzapier
Apps you need
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 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 (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.
