{"id":1601,"date":"2018-06-15T11:30:20","date_gmt":"2018-06-15T11:30:20","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=1601"},"modified":"2024-06-14T13:06:22","modified_gmt":"2024-06-14T13:06:22","slug":"trello-integration-with-vtiger","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/trello-integration-with-vtiger\/","title":{"rendered":"Trello integration with vTiger"},"content":{"rendered":"<p>Trello is the easy, free, flexible, and visual way to manage your projects, and CRM is a strategy for managing all your company\u2019s relationships and interactions with your customers. It helps you improve your profitability. We integrate Trello with CRM to manage your team\u2019s work and stay up to speed on the progress of your projects.<br \/>\n<!--more--><br \/>\n<span style=\"font-weight: 400;\">Let CRM power your Trello cards If you need to manage projects after a deal has been won, or even need some project management during a specific stage in your pipeline, our integration makes the movement of information between CRM and Trello magically effortless.<\/span><\/p>\n<h5 style=\"color: #00acef;\"><span style=\"text-decoration: underline;\"><strong>How It Works:<\/strong><\/span><\/h5>\n<ul style=\"list-style-type: none;\">\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> Add the integration to a group and select the activities you want to be notified about.<\/li>\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> Once the integration is successful, you will start receiving updates in your CRM. Connect group when a card is created, commented upon, or assigned to a member in Trello.<\/li>\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> You can disable or enable the integration by going to the Integration section of CRM.<\/li>\n<\/ul>\n<h5 style=\"color: #00acef;\"><span style=\"text-decoration: underline;\"><strong>CRM-Trello integration allows you to:<\/strong><\/span><\/h5>\n<ul style=\"list-style-type: none;\">\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> Attach information from CRM to relevant cards in Trello<\/li>\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> Add rules to auto-create new cards based on CRM events<\/li>\n<li><strong><img decoding=\"async\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2017\/02\/check.png\" alt=\"\" \/><\/strong> Share deals, persons and organizations to a Trello board<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">CRMTiger team integrate Trello Board with CRM. It means any entries in Trello Board sync with CRM and any Entries in CRM will sync with Trello Board.<\/span><br \/>\n<a class=\"dt-single-image\" href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1349\" height=\"549\" class=\"alignnone size-medium wp-image-1602\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm.png 1349w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm-300x122.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm-768x313.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-config-crm-1024x417.png 1024w\" sizes=\"auto, (max-width: 1349px) 100vw, 1349px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">From CRM when user create leads\/contact\/organization in trello &#8220;Agent Signup CRM&#8221; board create one &#8220;Card&#8221; with information.<\/span><br \/>\n<a class=\"dt-single-image\" href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-card.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"807\" height=\"613\" class=\"alignnone size-medium wp-image-1603\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-card.png\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-card.png 807w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-card-300x228.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2018\/06\/trello-card-768x583.png 768w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Feel free to contact us. We would be happy to assist you.<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Hope you found this blog useful.<\/strong><\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Please contact us on <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a> if you needed further help from us.<\/strong><\/span><br \/>\n<a href=\"https:\/\/crmtiger.com\/contact-us.html?utm_source=blog-nm&amp;utm_medium=crmtiger-nm&amp;utm_campaign=del-module-vtiger-nm\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"160\" class=\"alignnone size-medium wp-image-2316\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg 650w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger-300x74.jpg 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<div class=\"more-info\">\n<p><strong style=\"color: #00acef;\">Do You Need More Information ?<\/strong><\/p>\n<p style=\"color: #000000; font-size: 11pt;\">For any further information \/ query regarding Technology, please email us at <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a><br \/>\nOR call us on <span style=\"color: #00acef; font-size: 12pt;\">+1 630 861 8263<\/span>, Alternately you can request for information by filling up <a href=\"http:\/\/crmtiger.com\/contact-us.html\">Contact Us<\/a><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Trello is the easy, free, flexible, and visual way to manage your projects, and CRM is a strategy for managing all your company\u2019s relationships and interactions with your customers. It helps you improve your profitability. We integrate Trello with CRM to manage your team\u2019s work and stay up to speed on the progress of your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1605,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-1601","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-vtiger-7"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=1601"}],"version-history":[{"count":5,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1601\/revisions"}],"predecessor-version":[{"id":3660,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1601\/revisions\/3660"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media\/1605"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=1601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=1601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=1601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}