Can I deploy an automatic CRM in Trello?

[pedro leo]

Can I create a CRM integrated with Google ads, meta ads and Google Forms on Trello?

[milynnus]

@pedro leo 

You will need to handle the intake via software like Zapier, Make or diy your api services. Some software do have direct integration to Trello via some app hosted from their own marketplace.  

[Mary from Planyway]

Hi @pedro leo 

It's Mary from Planyway power-up

Yes, you can create a CRM system in Trello and integrate it with Google Ads, Meta Ads (formerly Facebook Ads), and Google Forms, though it requires some setup and potentially third-party integrations.

1. Trello as a CRM: Trello is a flexible tool that can be adapted for CRM purposes. You can create boards for different stages of your sales funnel, use cards for each lead or customer, and track progress through various stages. Custom fields, labels, and lists can be utilized to store and organize customer information and sales data.

2. Integration with Google Ads and Meta Ads:

   • Trello doesn't natively integrate with Google Ads or Meta Ads. However, you can use third-party integration tools like Zapier, Integromat, or Automate.io. These tools can help you automate workflows, such as creating a new Trello card when a new lead comes from Google Ads or Meta Ads.
   • For example, if someone clicks on your ad and completes an action (like filling out a form), this can trigger an automation to create a new card in your Trello CRM with the lead's details.

3. Integration with Google Forms:

   • Trello can be integrated with Google Forms using similar third-party automation tools. When a form is submitted, the information can be sent directly to your Trello board, creating a new card with the form details.
   • This is particularly useful for capturing leads or customer feedback, which can then be organized and managed within Trello.

4. Setting Up the Integration:

   • Choose a third-party integration tool that supports Trello, Google Ads, Meta Ads, and Google Forms.
   • Set up the specific triggers and actions you want. For instance, "When a new Google Form response is submitted, create a new card in Trello."
   • Customize the integration to suit your CRM workflow, like assigning labels, setting due dates, or adding checklists automatically based on the type of lead or response.