How can I filter which Trello card movements create deals in Zoho CRM?

You can set criteria such as only creating deals for cards moved to specific lists or with certain labels.

Can I map Trello card fields to Zoho CRM deal fields?

Yes, you can customize the mapping of Trello card fields to corresponding deal fields in Zoho CRM.

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

Sales teams use this automation to ensure their CRM accurately reflects the activities and progress tracked in Trello, aiding in efficient lead management and conversion.

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Trello + Zoho CRM

Create Zoho CRM Deals from Trello Card Movements

Simplify your sales tracking by creating new deals in Zoho CRM whenever Trello cards are moved to specific boards or lists. This automation keeps your sales pipeline updated in real-time, enhancing your ability to track and convert leads.

Card Moved to List

Triggers when a Trello card is moved to a specific list.

Create New Deal

Adds a new deal 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 Tasks from Trello Card Checklists

Trello + Zoho CRM

Create Zoho CRM Contacts from Trello Card Assignments

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 deals from Trello card movements"

Create Zoho CRM deals from Trello card movements

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.