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

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.


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________