Integrate Vtiger CRM with Trello Using Pabbly Connect

Learn how to integrate Vtiger CRM with Trello using Pabbly Connect. Follow this step-by-step guide for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Vtiger CRM with Trello, start by accessing Pabbly Connect. Open your web browser and type in bably.com. Once on the website, hover over the products menu and select ‘Connect’ to proceed.

After clicking on ‘Sign In,’ you will be directed to the dashboard of Pabbly Connect. If you don’t have an account, you can create one for free in just a few minutes. Pabbly Connect offers a free trial plan to test the integration capabilities.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name. Enter ‘Vtiger CRM to Trello’ and click on ‘Create’ to proceed.

• Select Vtiger as the trigger app.
• Choose ‘New Product’ as the trigger event.
• This event will trigger when a new product is created in Vtiger.

Once you have set the trigger, you will be taken to the trigger window where you can configure the settings. Ensure that you have correctly selected the options to capture data from Vtiger CRM whenever a new product is created.

3. Configuring Vtiger CRM Settings

The next step involves configuring Vtiger CRM to work with Pabbly Connect. Log in to your Vtiger account and navigate to the settings page. Under ‘Workflows,’ create a new workflow and select ‘Standard’ as the type.

Provide a name for your workflow, such as ‘Vtiger to Trello Integration,’ and set the target module to ‘Products.’ Ensure the status is active. For the trigger, select ‘Product Creation’ to ensure that the workflow activates when a new product is added.

• In the actions section, select ‘Webhooks’ to send data to Pabbly Connect.
• Enter the webhook URL provided by Pabbly Connect.
• Set the content type to JSON for proper data handling.

After configuring these settings, save your workflow. This ensures that Vtiger will send product details to Pabbly Connect whenever a new product is created.

4. Creating a Trello Card from Vtiger Data

Now that Vtiger is set up, you will configure Pabbly Connect to create a Trello card based on the product data received. Click on the plus button to add an action and select Trello as the action app. Choose ‘Add New Card’ as the action event.

To connect your Trello account, you will need your API key, username, and token. Follow the prompts to obtain these credentials. Once entered, save the connection to proceed.

Select the board where the new card will be created. Choose the list within the board for the new card. Map the fields from Vtiger to Trello, such as product name, description, and price.

After mapping the necessary fields, click on ‘Save’ and then send a test request to ensure that the card is created successfully in Trello.

5. Testing the Vtiger to Trello Integration

To verify that your integration between Vtiger and Trello via Pabbly Connect is functioning correctly, create a new product in Vtiger. Fill in the product details and save it. This action should trigger the workflow you set up earlier.

After creating the product, check your Trello board to see if the new card appears in the specified list. If everything is configured correctly, you should see a new card with the product details populated.

Repeat the process to test with additional products, ensuring consistent results. Monitor the Pabbly Connect dashboard for any errors or issues during the integration process.

This successful integration allows you to automatically create Trello cards from new products in Vtiger, streamlining your workflow and enhancing productivity.

Conclusion

Integrating Vtiger CRM with Trello using Pabbly Connect automates your workflow efficiently. This seamless connection allows for automatic card creation in Trello whenever a new product is added in Vtiger, enhancing productivity and organization.