IntegrationsEasily integrate Trello + Zoho CRM
Supercharge sales productivity and win more deals with robust Zoho CRM + Trello integrations on the Tray Platform. With our low-code interface, anyone can rapidly build custom, API-level integrations without relying on IT. Just use our visual, drag-and-drop builder to stand up integrations that sync Trello, Zoho CRM, and any other go-to application in your tech stack.
Need Zoho CRM + Trello connectors to take full control of your CRM and project management data? Our platform empowers you to bi-directionally sync Zoho CRM, Trello, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Seamlessly flow data wherever you need to unlock actionable insights and save hours of manual work.
And no need to stop with integrations. Our platform also lets you stand up custom Zoho CRM and Trello automation so you can get the absolute most out of your CRM and project management software. Deploy dynamic, automated workflows to drive pipeline and rapidly scale your sales processes.
AutomationNext-level Zoho CRM + Trello automation
Now anyone in your organization, including business users in marketing, sales, customer support, revenue operations, finance, HR, and many other teams, can swiftly build custom Zoho CRM + Trello automation. Design flexible, automated workflows to expedite mission-critical processes.
Our full suite of pre-built connectors, data helpers, and custom logic operators lets you deploy fully customized automation to meet your unique specifications. Deeply connect Zoho CRM, Trello, and any of your favorite tools, including your customer data platform, marketing automation platform, business intelligence platform, internal chat tool, helpdesk, ERP, and more.
The Tray Platform empowers you to architect any type of automation to kick off any operation in response to any custom trigger. You can improve campaign execution by seamlessly flowing content and other CRM updates across Trello and any other tool to automatically generate new tasks or update existing projects. You can also accelerate time to value by dynamically creating projects to streamline the sales-to-support handoff.
Use casesOn-demand Trello + Zoho CRM use cases
Tackle any use case with advanced Zoho CRM + Trello automation. Need to boost data hygiene by auto-enriching lead data gathered from webinars and events? Need to speed up sales deals and provide your sales team with the full context of multiple conversations by surfacing historical details across Zoho CRM and any other communication channel directly on Trello cards? Need to accelerate the sales-to-support handoff by auto-creating and updating project reports for important post-sales activities? The Tray Platform can automate any use case since we connect with any tool, including Salesforce, Jira, Outlook, Shopify, QuickBooks, Google Sheets, SendGrid, Twilio, WordPress, LinkedIn, Zoom, and more.
We’ve prioritized enterprise-grade security. That’s why IT and security leaders trust us with even their most sensitive data. Our platform is SOC 2 Type 2-certified, and compliant with major data privacy regulations such as CCPA, HIPAA, and GDPR.
Business users love the Tray Platform because it’s easy to use for robust integrations. Power users rely on our platform to manage heavy-duty data projects pushing billions of records every day. And thanks to our elastic, serverless architecture, your workflows will always scale with your changing data needs.
