Trello

Trello

Trello is a task management application that helps you visualize, organize, prioritize, and plan your projects better. It lets you create boards, lists, and cards for your activities or projects and invite your coworkers to work on it together. These activities are displayed in a kanban view that gives more flexible and intuitive interface for building a collaborative work environment among your peers and team members.
Note: Please note that the Trello extension for Zoho CRM is available in US, EU, IN, AU, CA, and JP datacenters.

Understanding the Trello Boards

Trello boards represent any project or product in your organization. Each board comprises of Lists and Cards, you can add as many boards as you want. 
  1. The Lists represent a process or workflow or stage in a project.
  2. The Cards represent the tasks that can be moved from one list to another as it progresses or completes.

Integrating Trello Extension with Zoho CRM

Zoho CRM lets you integrate the Trello extension with your CRM account, which helps you create boards for current projects, users working on the projects, to-do lists, follow-up leads, and so on. Also, once the integration is done, the data remains in sync with your CRM account, so you can manage the records from either places.

Note
The Trello integration is supported for the following modules in CRM:
  1. Leads
  2. Deals
  3. Cases
  4. Purchase Orders

Installing the Extension 

Users with administrative profile in Zoho CRM can install this extension for all users, other administrators or selected profiles in CRM.

To install the extension
  1. Go to Setup > Marketplace > All.
  2. Click All Extensions and select Trello for Zoho CRM.
  3. Click Install and Continue.
  4. In Confirm Installation page, click Install.
  5. Agree to the terms of service and click Continue to Install.
  6. In Privacy Declaration page, click Agree and Continue.

  7. In Choose Users/Profiles page, select either of the following:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
      All the profiles created in CRM will be listed. Select the desired profiles.
  8. Click Confirm.



    The extension will be installed for the selected users.
  9. In the Extension Settings page, enter the Trello Token and Trello Api Key to activate the extension.
  10. Click Save.

    If you skip this step, the activation can be done later from the Zoho Marketplace. 

Note
You can obtain the Trello token and Trello API Key by logging into your Trello account or by clicking this link.

Creating a Trello Board

You can create Trello boards from your CRM account for Leads, Deals, Cases, and Purchase orders modules. Once the boards are created, a custom module called "Trello Board" is added in CRM, which will display the boards that are created. Each board generates a unique URL link that you can share with your teams.

            
The boards can be shared in two ways: private or public. 
  1. Private - If you choose private, the board can be viewed, accessed and managed only by the user who have configured the Trello account.
  2. Public - If you choose public, all users who have CRM account can access the extension and view the board. Users who don't have a CRM account can view the board through the board URL. However, they will not be able to edit or delete the boards. 
To create a Trello board
  1. In Zoho CRM, go to Setup > Marketplace > Installed.
  2. In the Extension Details page, click Settings.
     
  3. In the New Board Creation page, enter the Board Name.
  4. Select the Module from the drop-down list.
  5. In Board Privacy, choose Private or Public.

  6. Click Create Board.
    The Trello board will be created for the selected module and data from that module will be synchronized with the board. You can login to your Trello account and view the board.


Managing Boards from CRM

The Manage Boards option lets you edit a board's name and remove a board from the module. You can also manage the boards from the custom tab in CRM.
  1. In the New Board Creation page, click Manage Boards.
    Alternately, you can click the Trello Boards custom tab in Zoho CRM. The boards created for Zoho CRM modules will be listed. 
  2. Click Edit or Remove.
  3. Click the board URL to access the board in Trello.
    The URLs displayed under each board are unique links that are auto generated when boards are created.



Note
Board creation synchronizes CRM records with Trello. The Lists and Cards that are displayed under each board are: 
  1. Board for the Deals module will list every Deal Stage as a List. Records corresponding to the stage are added as Cards to the List.
  2. Board for the Leads module will list every Lead Status as a List. Records corresponding to the Lead Status are added as Cards to the List.
  3. Board for the Cases module will list every Status as a List. Records corresponding to the Status re added as Cards to the List.
  4. Board for the Purchase Orders module will list every Status as a List. Records corresponding to the Status are added as Cards to the List.

Working with Zoho CRM Records

  1. If you delete any record from a CRM module, the corresponding card will be removed from the list in a Trello board.
  2. If you move a card from one list to another in Trello, the change will be updated in the CRM module.

Uninstalling the Extension

You can uninstall the extension whenever required. When you uninstall the extension, the Trello Board custom tab will be deleted from Zoho CRM. The Trello boards will become inaccessible from Zoho CRM and the synchronization will be ceased.

To uninstall the extension
  1. Go to Setup > Marketplace > All.
  2. Click Uninstall.
  3. Click OK.

Note
Once the extension is uninstalled, the existing boards will be deleted from the Trello account. If you re-install the extension new boards must be created. 

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