Integrate CRM to Trello RRS feed

  • Question

  • Hi Guys,

    I'm relatively new to CRM and for my job am learning to use it. Now I've been asked to integrate CRM with Trello (Task Management) and basically I need a new button to be at the top of CRM which i can click and this will check if the case exists within Trello and if it doesn't then it can be created for the manager to look at and then assign to an employee.

    The only issue is I have no idea how to go about doing this?

    Thanks in advance!

    Thursday, August 7, 2014 10:58 AM

All replies

  • Hi,

    You can make a custom html page and you create wcf services that makes the process in Trello.And you can call this webservices from the html page.

    Also if you do not want to create a custom page , you can create a ribbon button , in this button you can trigger Crm Plugin and you can call the wcf services that makes the process in Trello in Crm Plugin.

    Polat Aydın Crm Software Developer

    Thursday, August 7, 2014 11:22 AM