I need a better guide for using Trello in CRM than the standard link provided, does anyone have one?

Hi,

I have finally been able to create Trello Boards within the Zoho CRM (I had to Un-install/install 4 times for this to work) thanks to help from the Zoho community.

My issue now is how can I get them to work efficiently between CRM and Trello.

I'm learning that what I need and what I can have are two separate things.

What I would like is to create an account for a client/asset, then have a link that will take me to the Trello Board specific to that client.

In reality, I have found that this is not an option.

You can't have a link in accounts, you can have them in leads, deals, cases and purchase orders. Not a huge problem, I will access it through deals.

What I am seeing though is one link to all deals created rather than a specific one through each deal. Is this the only way?

My other question is now that each deal has been created as a card in Trello, would I have to individually attach templates to each of them?

If anyone has a more detailed guide than the standard one available in Zoho, I would appreciate it.

Thanks in advance,

Cate.

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