Connect Zoho CRM and Trello
Integrate Zoho CRM with Trello to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Trello flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
Trello
Automatically do this!
Create Board
Create Trello Card
Update Card
Add Comment to Card
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label To Card
Add Member to Card
Create Checkitem on Checklist
Create Label
Find Member
Find Label on Board
Find Or Create List
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List All Lists On Board
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Get Cards From a List
Create Board in Trello when New Contact in Zoho-crm
Use this flowCreate Trello Card in Trello when New Contact in Zoho-crm
Use this flowUpdate Card on Trello when New Contact in Zoho-crm
Use this flowAdd Comment to Card on Trello card when New Contact in Zoho-crm
Use this flowCreate List in Trello when New Contact in Zoho-crm
Use this flowMove Card to List in Trello when New Contact in Zoho-crm
Use this flowAdd Checklist to Card on Trello when New Contact in Zoho-crm
Use this flowAdd Attachments to a Card in Trello when New Contact in Zoho-crm
Use this flowAdd Label To Card in Trello when New Contact in Zoho-crm
Use this flowAdd Member to Card in Trello when New Contact in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Trello.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoho CRM and Trello workflows.
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Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
About Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Trello accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho CRM and Trello as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Trello. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Trello, and a separate workflow where Trello triggers actions in Zoho CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho CRM and Trello. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Trello integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
