Zoho CRM
Trello
Zoho Crm and Trello Integration
Seamlessly connect Zoho CRM with Trello to streamline your sales and project management workflows.
Seamlessly connect Zoho CRM with Trello to streamline your sales and project management workflows.
Our Zoho CRM and Trello integration empowers your team to automatically sync customer data, sales pipelines, and project tasks between both platforms. Easily convert CRM leads into Trello cards, track project progress alongside client information, and enhance collaboration across sales and operations teams—all in real time. This integration eliminates manual data entry, reduces errors, and ensures everyone stays aligned from lead capture to project delivery.
The integration syncs data between Zoho CRM and Trello by automatically creating and updating Trello cards based on CRM activities such as new leads, deals, or contacts. Changes made in Trello can also reflect back in Zoho CRM, ensuring both platforms stay up to date without manual effort.
Yes, you can configure the integration to sync specific modules like Leads, Contacts, or Deals and map relevant fields to Trello cards. This allows you to tailor the data flow to match your team’s unique workflows and priorities.
The integration supports near real-time syncing, so updates in Zoho CRM or Trello are reflected promptly to keep your teams aligned and workflows efficient.
No technical expertise is required. The integration comes with an intuitive setup wizard that guides you through connecting your Zoho CRM and Trello accounts and configuring sync preferences quickly and easily.
Absolutely. By bridging Zoho CRM’s sales data with Trello’s project management boards, your sales, marketing, and operations teams can collaborate more effectively, track progress transparently, and accelerate deal closures and project delivery.
