Are you looking for a perspicuous way to add new Trello card from new Vtiger CRM product automatically? If yes, then let us introduce you guys to the most amazing and affordable tool named Pabbly Connect.
Primarily, Pabbly Connect is an integration & automation software that enables you to integrate multiple apps and migrate data from one app to another automatically in real-time.
Who doesn’t want to set themselves free from all the repetitive work, and set automation for all the tasks in a single go? Hence to do so, we have the best automation tool for you to make this wish come true i.e, Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
But before we jump straight into the integration process, let’s know a little bit about both the software. Vtiger CRM (Customer Relationship Management) is a software that helps businesses get organized, grow sales, improve marketing ROI, and deliver delightful customer service experiences. On the other hand, Trello is defined as a project management tool that is used to plan and track the project activities progress.
Obviously, there is some sort of integration between Vtiger CRM and Trello, but that is kinda limited. So to remove the barrier of this limitation we will use Pabbly Connect.
After setting up an integration between Vtiger CRM and Trello, whenever a new product is created in Vtiger CRM then automatically add a new card in Trello.
You can also check out the video below to get to know more about this integration-
In case, if you want to start immediately, we have attached a ready-made template below. Just click on the ‘Use Workflow’ button to get started. You can also go to Marketplace for more integration/apps.
So, let’s get started to plan & follow the step by step process to integrate Vtiger CRM and Trello.
Step 1: Sign up to Pabbly Connect
Begin the process to add new Trello card from new Vtiger CRM product by tapping the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Then, either fill-up all the details manually or sign up using Gmail credentials.
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Then, after logging into the account, push the ‘Access Now’ button as shown in the above image. Start with creating a workflow for your project by pushing the ‘Create Workflow’ button. Quickly, name the workflow just like in the above-shown image. I named the workflow ‘Vtiger CRM to Trello’, you can surely name the workflow as per your necessities. Once you are done naming your workflow, now select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now. Promptly, select the application that you want to integrate. Here, we are choosing ‘Vtiger CRM’ for integration. In the method section, select ‘New Product’. The following step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image. Also, below the Webhook URL, you will see some instruction steps just follow them to connect Vtiger CRM to Pabbly Connect. Soon, for the purpose to add new Trello card from new Vtiger CRM product, you have to paste the copied webhook URL in the software. And for that, you need to log in to your Vtiger account. Subsequently, after logging into your Vtiger CRM account, click on Vtiger profile icon and select ‘Settings’ After that, settings page will open, here click on ‘Workflows’. Once you click on the Workflow option, you will be redirected to workflow page. Promptly, click on the ‘New Workflow’ tab and then click on ‘Standard’. Now, give a name to the workflow and select ‘Product’ from Target Module drop-down. Also, change the Status to ‘Active’ and set the ‘Product creation’ from Trigger Workflow. At last, under Actions section choose ‘Webhook’ by clicking on ‘Add Actions’ tab. After you select Webhook, a pop-up dialog box will appear in which you have to fill the actions for webhook. Provide action title & description, select URL to notify as ‘POST’ and subsequently paste the above copied Webhook URL in the field. Choose JSON as the Content Type and set the Authorization Type as ‘No Authentication’. And, to add the parameters click on ‘Value’ field, then another window (SET VALUE) will pop-up. Here select ‘Field’ from the drop-down and in the ‘Use Field’ choose ‘Product Name’ to ensure that it will collect the data related to product name. Now, you see a text (for e.g. productname) will appear copy it, click on the ‘Save’ button. Next, paste the text (for e.g. productname) in the Parameter’s ‘Name’ section. Of course, you can add more parameters according to your requirements and preference, just follow the same procedure. For our workflow, we add more parameters just like in the above-shown image. Finally, click on the ‘Save’ button to save the action for webhook. Further, click on ‘Save’ button to save the entire workflow settings. Subsequently, in order to check if the integration is capturing data or not, we will make a test product in Vtiger CRM. After, you have done all the webhook settings in Vtiger CRM, now we will click on the ‘Capture Webhook Response’ button in Pabbly Connect window. Once you click on the ‘Capture Webhook Response’, head back to Vtiger window, and click on the three-bar icon from top-left corner and hover the mouse over ‘Inventory’ section. Here click on the ‘Products’ option. As soon as you click on the product option, ‘Products’ page will open up, click on the ‘Add Product’ button to add a new product. Further, enter the product name, unit price, etc. Click on ‘View Full Form’ tab if you want to add more info. Next, hit the ‘Save’ button to save the product details. Note: If you want to get the response for any additional field of product then you must have to add that field in the parameters first (as we did earlier) and then only the data of that field will be captured by the Webhook. After pressing the ‘Save’ button in Vtiger CRM, the product info will appear on the Pabbly Connect dashboard. As you can see from the above image that we received the response only for those fields that we mentioned in the Parameters. Now, hit the ‘Save’ option. Later, in order to make Trello and Vtiger CRM integration work, you have to choose the action for your trigger. Now press the (+) icon to select the application you want to Integrate. Then, choose the app as ‘Trello’ from the drop-down. After that, choose the method ‘Add New Card’. Subsequently, hit the ‘Connect With Trello’ button to connect Trello. Next, in order to connect Trello to Pabbly Connect, you have to paste the Username, API key and Token into the Pabbly Connect window. Next, a window will open, hit the ‘here’ button (hyperlink) given at the end of the line. Promptly, copy the API key & hit the ‘Token’ to proceed further. Further, click on the ‘Token’, now copy the username & then scroll down the page and press the ‘Allow’ button to get the token. Once you click on the ‘Allow’ button, you will see the Token key, copy it. Moreover, paste the copied username, API Key, and Token to connect Trello with Pabbly Connect. Then, hit the ‘Save’ button. Now, select the board, list and map the name and description of the card. After mapping up all field data click on the ‘Save & Send Test Request’ button to get the API response. Ultimately, when you check the Trello, the data of the Vtiger CRM product will get auto-populated in Trello as a new card. Hopefully, now you know ‘How to Add New Trello Card From New Vtiger CRM Product’. Pabbly Connect is a simple and easy to use software and you won’t have to go for any other tool after using it. So, what’s stopping you now! Go and catch your deal by signing up for a free account. Also, do comment us your queries in the section given below.Step 2: Access Pabbly Connect
Step 3: Workflow for Vtiger CRM to Trello Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Vtiger CRM to Trello Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Vtiger CRM to Pabbly Connect
(a) Go to Vtiger CRM Settings
(b) Click on Workflows
(c) Create New Workflow
(d) Add Workflow Name
(e) Fill Action Details for Webhook
(f) Set Value
(g) Paste the Parameter Name
(h) Save Webhook Settings
Step 6: Make a Test Product
(a) Capture Webhook Response
(b) Select Products Option
(c) Click on Add Product
(d) Enter Product Details
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action for Vtiger CRM to Trello Integration
(a) Select Application you Want to Integrate
(b) Connect with Trello
Step 9: Connecting Trello to Pabbly Connect
(a) Click the Given Link
(b) Copy the API Key
(c) Copy the Username
(d) Copy the Token
(e) Paste the Keys & Token
(f) Map the Fields
(g) Save and Send Test Request
Step 10: Check Response in Trello Dashboard
Conclusion-
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