Integrating Zoho Desk with Trello

Integrating Zoho Desk with Trello

Trello® is a team collaboration tool that enables you to organize your projects into boards. With the Trello integration for Zoho Desk, it is easy for your developers or project management teams to get the context of customer tickets on their Trello cards. Power-Up is a feature that you can use to link Trello cards and Zoho Desk tickets.

What is Power-Up?

ZohoDesk Power-Up enables Trello users to attach tickets and ticket views to Trello cards. When you attach tickets, you can view quick summaries relevant to a card. When you attach ticket views, you can see high-level information, such as summaries and the number of tickets in the view without having to switch between the tools.
Let us now familiarize with the process of configuring Trello for Zoho Desk. 

Pre-requisites

Trello users who are agents in ZohoDesk can access a ticket in a Trello card and view the ticket in ZohoDesk on a separate tab. If Trello users are not agents, ensure that the users are added as light agents in Zoho Desk to access tickets from Trello. Otherwise, the users can only view high-level information about a ticket or ticket views in the Trello cards.

Adding Zoho Desk as a Power-Up to the Trello Board

  1. Click Show Menu on the Trello board.
  2. Click Power-Ups.


3. Click Sales & Support in the left navigation pane of the Power-Ups page.
4. Select Zoho Desk.



5. Click Add.



6. Close the Power-Ups page.

Authorize Service to your Organization

  1. Open a card from a list on the Trello board.
  2. Select Zoho Desk in the POWER-UPS section.
  3. Select Authorize Account from the displayed options.



4. Select the portal that you want to link to your Trello board and click Submit.



5. Click Accept in the Desk Trello Integ page to allow Desk Trello Integ to access data in your Zoho account.



Attach a Ticket to the Trello Card

  1. Open a card from a list on the Trello board.
  2. Select Zoho Desk in the POWER-UPS section.
  3. Select Attach Tickets.
  4. From the displayed list of ticket views, select the required view.
  5. From the displayed list of tickets, select the required ticket.


6. Notice that the ticket appears under Zoho Desk Tickets. 


Attach Ticket Views to the Trello Card

  1. Select a card from a list on the Trello board.
  2. Select Zoho Desk in the POWER-UPS section.
  3. Select Attach Ticket Views.
  4. Select the required ticket view.


5. Notice that the selected ticket view is displayed on the card.


Remove Tickets and Ticket Views

To remove a ticket             - Click Remove in the Zoho Desk Tickets section on the card and then select the required ticket.
To remove a ticket view    - Click Remove in the ticket view section.

Add Default Portal and Department

  1. Select Zoho Desk in the POWER-UPS section.
  2. Click Set Defaults.
  3. In the Set defaults box, choose the following:
    • Portal - The portal from where you want to choose your tickets/ticket views
    • Department - The department from where you want to choose your tickets/ticket views


4. Click Set as default to set the selection as your default selection.

Remove defaults

On clicking Remove defaults, you disable the default selections.

Remove an Authorized Account and Disable Power-Up

To remove an authorized account and disable authorization of Trello with your Zoho Desk account, do the following:
  1. On the Power-Ups page, select Enabled in the left navigation pane.
  2. From the displayed power-ups accounts, click the Settings icon of ZohoDesk.
  3. Do the following:
    • Remove Personal Settings - Removes authorized account
    • Disable - Disables power-up, that is, authorization of Trello with ZohoDesk

The Trello Extension for Zoho Desk

You can directly create Trello cards from Zoho Desk tickets. Or, you can also attach tickets to existing cards.

Installing Trello Extension:

  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) > Integrations > Marketplace.  
  3. Search for Trello in the search bar on the right-hand side of the screen.
  4. Select the Trello extension.
  5. In the Trello installation setup page, do the following:
    • Select Profiles and Departments whose agents can access the extension in Zoho Desk.
    • Agree to Terms of Use.
    • Click Install.
      The extension will be installed for the specified profiles and departments.
  6. Click Authorize in the pop-up window to activate the extension.
  7. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
    Your Trello extension is now ready for use.


Accessing Trello Board from Zoho Desk

Once the extension is installed, you can view the Trello board from the right panel of a ticket's detail page.
  1. To view Trello board:
    • Click Tickets from the menu bar and open a ticket.
    • Click the Extensions icon (  ) on the right side of the ticket's detail page.
    • You can view the Trello extension in the right panel.
  2. To create a Trello card auto-attached with a Desk ticket:
    • Select the appropriate board to which you want to add a card from the Board drop-down list.
    • Select the status ( To do, Doing, Done ) of the card from the List drop-down list.
    • Click Add New to create a new card.



    • Enter the description of the card in the Description area.
    • Enter the date by when you want the ticket to be resolved from the Due Date drop-down list.
    • Click Add.



      You have created a new Trello card. Notice that relevant information about the card will appear alongside the associated ticket in Zoho Desk.



  3. To delink the Trello card:
    • Click the Delink icon that appears to the right of the card.



      The card is delinked from the ticket.
  4. To link an existing Trello card with a ticket:
    • Select the appropriate board to which you want to add a card from the Board drop-down list.
    • Select the status ( To do, Doing, Done ) of the card from the List drop-down list.
    • Select a card to which you want to attach the ticket from the Cards drop-down list.
    • Click Add.


Uninstall the Extension

You can uninstall the Trello extension at any time. Once uninstalled, your agents cannot share the Trello cards from Zoho Desk.
To uninstall an extension:
  1. Go to Setup > Integrations > Marketplace. 
  2. In the Marketplace page, select the Installed Extensions tab.
  3. Choose Trello from the list of extensions.
  4. Click the More Actions icon (  ) at the upper-right corner of the Trello extension setup page.
  5. Select Uninstall Extension.
  6. Click Confirm to uninstall the extension.​

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Integrating WhatsApp with Zoho Desk

                                                                                                                WhatsApp is the world's most widely used instant messaging (IM) service app, with over 2 billion users. The ubiquity of this app is reason enough for businesses of all sizes to look at it as a channel for customer support. If your customers ...
                                                                                                              • Integrating LINE with Zoho Desk

                                                                                                                LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
                                                                                                              • Integrating Zoho Desk with Zoho Cliq

                                                                                                                The Zoho Desk - Zoho Cliq integration allows you to view tickets, get instant updates, and monitor daily ticket activity from the chat window. Benefits of integrating Zoho Desk and Zoho Cliq accounts include: Notification - Receive channel and direct ...
                                                                                                              • Setting up Zoho Meeting Integration with Zoho Desk

                                                                                                                Delivering exceptional customer support requires a delicate balance between responsiveness and efficiency. One challenge that customer support teams often encounter is switching between applications while handling tickets and maintaining the context ...
                                                                                                              • FAQs: Zoho Desk integration with Zoho CRM

                                                                                                                What is Zoho Desk? A company is customer-centric if it can provide timely and efficient customer support. To provide support, they need help desk software using which support agents can resolve customers' problems. The help desk software ensures that ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources