How can I filter which Trello assignments create contacts in Zoho CRM?

You can specify criteria such as only creating contacts for cards assigned in certain lists or with specific labels.

Can I set default values for the new contacts?

Yes, you can customize default values such as contact type, industry, or any other relevant fields in Zoho CRM.

Which people use this automation? What do they use it for?

Sales teams and project managers use this automation to ensure all assigned tasks correspond to contacts in Zoho CRM, facilitating better follow-up and management.

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Trello + Zoho CRM

Create Zoho CRM Contacts from Trello Card Assignments

Keep your CRM up-to-date by automatically creating contacts in Zoho CRM whenever Trello cards are assigned to team members. This ensures that all relevant information is captured in your CRM without manual data entry, improving data accuracy and saving time.

Card Assignment

Triggers when a Trello card is assigned to a team member.

Create Contact

Adds the assigned team member as a new contact in Zoho CRM.

See more Trello to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Zoho CRM Notes from Trello Card Attachments

Trello + Zoho CRM

Create Zoho CRM Deals from Trello Card Movements

Trello + Zoho CRM

Create Zoho CRM Tasks from Trello Card Checklists

Trello + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM contacts from Trello card assignments"

Create Zoho CRM contacts from Trello card assignments

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Trello + Zoho CRM.

Create Attachment

Creates a new attachment on a Trello card

Delete Attachment

Deletes an attachment from a Trello card

Read Attachment

Reads details of an attachment on a Trello card

Search Attachments

Searches for attachments on a Trello board based on a query

Create Board

Creates a new board in Trello

Delete Board

Deletes a board from Trello

Update Board

Updates an existing board in Trello

Read Board

Reads details of a board in Trello

Search Boards

Searches for boards in Trello based on a query

Create Card

Creates a new card on a Trello list

Delete Card

Deletes a card from a Trello list

Update Card

Updates an existing card on a Trello list

App details

Trello

Trello is a visual collaboration tool that organizes projects into boards. Create, update, and manage cards, and trigger actions based on board events.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.